A J Wakely & Sons Ltd.

Reference number: 980715

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Golden Charter Limited Reference number: 965279 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • A J WAKELY & SONS LTD. (FRN 980715) is an AR of Golden Charter Limited (FRN 965279). When you use A J WAKELY & SONS's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from A J WAKELY & SONS, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When ajwakely.com first appeared online, and whether it can receive email
  • What kind of line 01308 423726 is
  • Who else gives the postcode DT6 3LB
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Other names (5)

If you were contacted under any of these names, it is this firm.

  • AJWakely and Sons Trading name
  • Cotton & Son Trading name
  • Irish & Denman Trading name
  • JF Clarke & Son Trading name
  • Northcott Brothers Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Golden Charter Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
01977927
Company status
Active
Company type
Private limited company
Incorporated
15 January 1986 (40 years old)
Registered office
91 East Street, Bridport, Dorset, DT6 3LB
Nature of business
  • Funeral and related activities (SIC 96030)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon Wakely Director Sep 1975 1 Nov 2007 2 other companies
Richard James Wakely Director May 1993 31 Mar 2026 3 other companies
Simon Wakely Secretary Not published 17 Dec 2007 –

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
4
still active
4
run together
1

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 May 2026Small company accountsNot audited

Net assets

£1.31m

−59% from £3.24m

Cash at bank

£695k

−37% from £1.10m

Employees (average)

74

+4.2% from 71

Owed within a year

£2.43m

+49% from £1.63m

Net assets

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 01977927. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

A J Wakely & Sons’s history from the FCA register and Companies House, newest first.

Key events (7) All events (16)

2026

31 March 2026

  • Aj Wakely And Sons Holdings Ltd took control (75–100% of shares)
  • Clive James Wakely stopped being a part-owner
  • Simon Wakely stopped being a part-owner

Companies House

2022

10 August 2022

  • Became an appointed representative

FCA register

2016

6 April 2016

  • Clive James Wakely became a part-owner (25–50% of shares)
  • Simon Wakely became a part-owner (25–50% of shares)

Companies House

1986

15 January 1986

  • Incorporated at Companies House

Companies House

In the full report: all 16 events

  • All 16 events in its history (7 shown here)
  • Every director appointment and resignation: 4
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Firms like A J Wakely & Sons

Other firms of the same type (funeral director), nearest first.

In Bridport

A.G. Down LimitedBridportAppointed representative

In the Dorchester (DT) postcode area

Abbott & Rees Funeral Directors LimitedWeymouthAppointed representativeGrassby and Sons LimitedDorchesterAppointed representativeMatthew Lucas Funeral Directors LtdDorchesterAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on A J Wakely & Sons

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 16 events in its history

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Frequently asked questions about this firm

Is A J Wakely & Sons Ltd. FCA authorised?
A J Wakely & Sons Ltd. (FRN 980715) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for A J Wakely & Sons?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. A J Wakely & Sons Ltd. (FRN 980715) is an AR of Golden Charter Limited (FRN 965279). When you use A J Wakely & Sons's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from A J Wakely & Sons, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is A J Wakely & Sons’ phone number and website?
The FCA register lists the phone number 01308 423726 and the website ajwakely.com/index.php for A J Wakely & Sons. If you were given different contact details, use these to check with the firm before going any further.
Is A J Wakely & Sons a scam or clone?
A J Wakely & Sons is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with A J Wakely & Sons?
Protection works through Golden Charter Limited, the principal firm responsible for A J Wakely & Sons's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns A J Wakely & Sons?
A J Wakely & Sons is owned by Aj Wakely And Sons Holdings Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 31 March 2026. Before that, it was controlled by Simon Wakely and Mr Clive James Wakely.
Who runs A J Wakely & Sons?
Companies House lists 2 directors of A J Wakely & Sons: Simon Wakely and Richard James Wakely.
How long has A J Wakely & Sons been in business?
The company was formed on 15 January 1986.
What do A J Wakely & Sons’ latest accounts show?
Its latest accounts, to 31 May 2026, show net assets of £1.31m (−59% from £3.24m) and cash at bank of £695k (−37% from £1.10m).
Does A J Wakely & Sons use any other names?
It trades as AJWakely and Sons, Cotton & Son, Irish & Denman, JF Clarke & Son and Northcott Brothers.

Sources and links

The full report on A J Wakely & Sons Ltd.

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