Applewood Financial Solutions Ltd

Reference number: 1016046

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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

ValidPath Limited Reference number: 197107 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.
  • Applewood Financial Solutions Ltd (FRN 1016046) is an AR of ValidPath Limited (FRN 197107). When you use Applewood Financial Solutions's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Applewood Financial Solutions, 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.

  • No website on the FCA register

  • Phone number

    01494 714131

  • Address

    12 New Pond Road, Holmer Green, High Wycombe, Buckinghamshire, HP15 6SX, United Kingdom

In the full report: 2 background checks

  • What kind of line 01494 714131 is
  • Who else gives the postcode HP15 6SX
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath 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.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
15188101
Company status
Active
Company type
Private limited company
Incorporated
4 October 2023 (3 years old)
Registered office
12 New Pond Road, Holmer Green, High Wycombe, HP15 6SX, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Robbie Paul Waller Director Aug 1971 4 Oct 2023 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

18 months to 31 March 2025Micro-entity accountsNot audited

Net assets

£4,346

No earlier figure to compare

Employees (average)

0

No earlier figure to compare

Owed within a year

£4,375

No earlier figure to compare

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 15188101. 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

Applewood Financial Solutions’s history from the FCA register and Companies House, newest first.

2024

14 July 2024

  • Became an appointed representative

FCA register

2023

4 October 2023

  • Incorporated at Companies House
  • Robbie Paul Waller took control (75–100% of shares)
  • Robbie Paul Waller appointed as a director

Companies House

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

Firms like Applewood Financial Solutions

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

In High Wycombe

CG Finance LtdHigh WycombeAppointed representativeEJS Financial Planners LtdHigh WycombeAppointed representativeIan MarshHigh WycombeAppointed representativeMark SchmullHigh WycombeAppointed representativeNiyi MureleHigh WycombeAppointed representativeStorer Financial Planning LimitedHigh WycombeAppointed 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 Applewood Financial Solutions

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

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • All 4 events in its history

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Frequently asked questions about this firm

Is Applewood Financial Solutions Ltd FCA authorised?
Applewood Financial Solutions Ltd (FRN 1016046) 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 Applewood Financial Solutions?
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. Applewood Financial Solutions Ltd (FRN 1016046) is an AR of ValidPath Limited (FRN 197107). When you use Applewood Financial Solutions's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Applewood Financial Solutions, 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 Applewood Financial Solutions’ phone number?
The FCA register lists the phone number 01494 714131 for Applewood Financial Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Applewood Financial Solutions a scam or clone?
Applewood Financial Solutions 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 Applewood Financial Solutions?
Protection works through ValidPath Limited, the principal firm responsible for Applewood Financial Solutions's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Applewood Financial Solutions?
Companies House lists one person with significant control of Applewood Financial Solutions: Mr Robbie Paul Waller (75–100% of shares).
Who runs Applewood Financial Solutions?
Companies House lists one director of Applewood Financial Solutions: Robbie Paul Waller.
How long has Applewood Financial Solutions been in business?
The company was formed on 4 October 2023.
What do Applewood Financial Solutions’ latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £4,346 (no earlier figure to compare).

Sources and links

The full report on Applewood Financial Solutions Ltd

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