AFWM Limited
Reference number: 607283
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
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.
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Website
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Phone number
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Address
Lakeside Offices, The Old Cattle Market, Coronation Park, Helston, TR13 0SR, United Kingdom
In the full report: 3 background checks
- When afwm.co.uk first appeared online, and whether it can receive email
- What kind of line 01326 564950 is
- Who else gives the postcode TR13 0SR
Other names (1)
If you were contacted under any of these names, it is this firm.
- Atkins Ferrie Wealth Management Trading name: A name it trades under now.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages · Arrange equity release FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (15 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on a home reversion plan
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) a home reversion plan
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to a home reversion plan
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
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
- 07502341 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 24 January 2011 (15 years old)
- Registered office
- Lakeside Offices The Old Cattle Market, Coronation Park, Helston, Cornwall, TR13 0SR
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| John Christopher Waldie | Director | Nov 1964 | 25 Jan 2011 | None |
| Thomas Michael Tripp | Director | Sep 1967 | 14 Apr 2011 | 15 other companies |
| Ronnie Williams | Director | Nov 1980 | 26 Feb 2015 | None |
| Daniel Singleton Driscoll | Director | Jan 1984 | 9 May 2023 | 1 other company |
| Robert James Coote | Director | Dec 1992 | 6 Sep 2024 | None |
| Hannah Susan Collison | Secretary | Not published | 10 Dec 2020 | – |
Other companies run by these 5 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
- 16
- closed down
- 3
- still active
- 13
In the full report: all 16 companies, named
- What each company does, and whether it is still trading
- Which of these 5 directors sit on each board, and since when
- Any that went into liquidation or administration
- All 9 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£443k
+32% from £334k
Cash at bank
£231k
+133% from £99.3k
Owed within a year
£445k
+8% from £412k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
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.
Accounts filed at Companies House for company 07502341. 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
Afwm’s history from the FCA register and Companies House, newest first.
2017
13 November 2017
- Robert John Baylis stopped being the majority owner
Companies House
2016
6 April 2016
- John Christopher Waldie gained 25–50% of the votes
- Robert John Baylis became the majority owner (50–75% of shares)
Companies House
2013
16 December 2013
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2011
24 January 2011
- Incorporated at Companies House
Companies House
In the full report: all 22 events
- All 22 events in its history (6 shown here)
- Every director appointment and resignation: 13
Firms connected to Afwm
Other FCA-listed firms that share a director, phone number or address with Afwm. 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
Firms like Afwm
Other firms of the same type (financial adviser), nearest first.
In Helston
In the Truro (TR) postcode area
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 Afwm
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 16 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 22 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk