Adams & Poole Financial Services Ltd

Reference number: 1017367

Instant download

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

Quilter Financial Services Limited Reference number: 440703 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.
  • Adams & Poole Financial Services Ltd (FRN 1017367) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Adams & Poole Financial Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Adams & Poole Financial Services, 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 adamsandpoolefs.co.uk first appeared online, and whether it can receive email
  • What kind of line 0333 577 4452 is
  • Who else gives the postcode ST14 8AZ
Instant PDF download

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services 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
15565616
Company status
Active
Company type
Private limited company
Incorporated
15 March 2024 (2 years old)
Registered office
Uttoxeter Business Centre, Town Meadows Way, Uttoxeter, ST14 8AZ, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Samuel John Adams Director Nov 1979 15 Mar 2024 1 other company
Anthony William Poole Director May 1980 15 Mar 2024 None

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 company
1
closed down
1

In the full report: all 1 company, 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
Instant PDF download

Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£43.9k

Up £43.2k from £732

Employees (average)

4

+33% from 3

Owed within a year

£21.5k

−49% from £42.3k

Assets and liabilities

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 15565616. 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

Adams & Poole Financial Services’s history from the FCA register and Companies House, newest first.

2024

27 September 2024

  • Became an appointed representative

FCA register

15 March 2024

  • Incorporated at Companies House
  • Anthony William Poole became a part-owner (25–50% of shares)
  • Samuel John Adams became a part-owner (25–50% of shares)
  • Anthony William Poole appointed as a director
  • Samuel John Adams appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Adams & Poole Financial Services

Other FCA-listed firms that share a director, phone number or address with Adams & Poole Financial Services. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
Instant PDF download

Firms like Adams & Poole Financial Services

Other firms of the same type (financial adviser), nearest first.

In Uttoxeter

Allen Langrick Financial LtdUttoxeterAppointed representativeRBA Wealth Management LtdUttoxeterAppointed representativeGavin Carr Financial Services LimitedUttoxeterAuthorisedMartin RatcliffeUttoxeterAuthorised

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 Adams & Poole Financial Services

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • All 6 events in its history
  • 1 connected firm, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Adams & Poole Financial Services Ltd FCA authorised?
Adams & Poole Financial Services Ltd (FRN 1017367) 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 Adams & Poole Financial Services?
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. Adams & Poole Financial Services Ltd (FRN 1017367) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Adams & Poole Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Adams & Poole Financial Services, 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 Adams & Poole Financial Services’ phone number and website?
The FCA register lists the phone number 0333 577 4452 and the website adamsandpoolefs.co.uk for Adams & Poole Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Adams & Poole Financial Services a scam or clone?
Adams & Poole Financial Services 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 Adams & Poole Financial Services?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Adams & Poole Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Adams & Poole Financial Services?
Companies House lists 2 people with significant control of Adams & Poole Financial Services: Mr Samuel John Adams (25–50% of shares) and Mr Anthony William Poole (25–50% of shares).
Who runs Adams & Poole Financial Services?
Companies House lists 2 directors of Adams & Poole Financial Services: Samuel John Adams and Anthony William Poole.
How long has Adams & Poole Financial Services been in business?
The company was formed on 15 March 2024.
What do Adams & Poole Financial Services’ latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £43.9k (up £43.2k from £732).

Sources and links

The full report on Adams & Poole Financial Services Ltd

£19.99 · Instant PDF download

Loading secure checkout…