Aled Williams Financial Management Ltd

Reference number: 805089

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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.

  • No website on the FCA register

  • Phone number

    07533 305673

  • Address

    7 Coed Ceirios, Tregof Village, Swansea Vale, Swansea, West Glamorgan, SA7 0NU, United Kingdom

In the full report: 2 background checks

  • What kind of line 07533 305673 is
  • Who else gives the postcode SA7 0NU
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action

Companies House record

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

Company number
11239142
Company status
Active
Company type
Private limited company
Incorporated
7 March 2018 (8 years old)
Registered office
7 Coed Ceirios, Tregof Village, Swansea Vale, Swansea, SA7 0NU, Wales
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Aled Rhys Williams Director Dec 1960 7 Mar 2018 None
Janet Margaret Williams Director Feb 1963 30 Nov 2019 None
Rhys Daniel Williams Director Apr 1993 13 Jul 2020 1 other company

Other companies run by these 3 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
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£25.1k

+51% from £16.7k

Employees (average)

3

Same as 3

Owed within a year

£23.4k

−13% from £26.8k

Assets and liabilities

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 11239142. 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

Aled Williams Financial Management’s history from the FCA register and Companies House, newest first.

Key events (7) All events (12)

2025

26 May 2025

  • Aled Rhys Williams gave up control
  • Rhys Daniel Williams took control (75–100% of shares)

Companies House

2018

11 July 2018

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
  • Became authorised by the FCA

FCA register

7 March 2018

  • Incorporated at Companies House
  • Aled Rhys Williams took control (75–100% of shares)

Companies House

In the full report: all 12 events

  • All 12 events in its history (7 shown here)
  • Every director appointment and resignation: 3
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Firms like Aled Williams Financial Management

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

In Swansea

AJH Financial Services LtdSwanseaAuthorisedAlexander Douglas LimitedSwanseaAuthorisedChristian Jones Financial Services LtdSwanseaAuthorisedCilbenrick LimitedSwanseaAuthorisedClearview Independent Financial Advisers LimitedSwanseaAuthorisedCopperstone Financial Services LimitedSwanseaAuthorised

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 Aled Williams Financial Management

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
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 12 events in its history

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Frequently asked questions about this firm

Is Aled Williams Financial Management Ltd FCA authorised?
Yes, Aled Williams Financial Management Ltd (FRN 805089) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2018 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Aled Williams Financial Management’s phone number?
The FCA register lists the phone number 07533 305673 for Aled Williams Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Aled Williams Financial Management a scam or clone?
Aled Williams Financial Management 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 Aled Williams Financial Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Aled Williams Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Aled Williams Financial Management?
Companies House lists one person with significant control of Aled Williams Financial Management: Mr Rhys Daniel Williams (75–100% of shares). Before that, it was controlled by Aled Rhys Williams.
Who runs Aled Williams Financial Management?
Companies House lists 3 directors of Aled Williams Financial Management: Aled Rhys Williams, Janet Margaret Williams and Rhys Daniel Williams.
How long has Aled Williams Financial Management been in business?
The company was formed on 7 March 2018, and has held its current FCA authorisation since July 2018.
What do Aled Williams Financial Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £25.1k (+51% from £16.7k).

Sources and links

The full report on Aled Williams Financial Management Ltd

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