Armstrong Watson Financial Planning Ltd

Reference number: 542122

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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.

In the full report: 3 background checks

  • When armstrongwatson.co.uk first appeared online, and whether it can receive email
  • What kind of line 01228 690100 is, and the other firm that gives it
  • Who else gives the postcode CA1 2UU
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Other names (3)

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

  • Armstrong Watson Trading name
  • Armstrong Watson Financial Planning & Wealth Management Trading name
  • MyRetirement Trading name

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • 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
07208672
Company status
Active
Company type
Private limited company
Incorporated
30 March 2010 (16 years old)
Registered office
James Watson House Montgomery Way, Rosehill, Carlisle, Cumbria, CA1 2UU, United Kingdom
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Alan Dickson Director Mar 1971 30 Mar 2010 10 other companies
David John Squire Director Mar 1969 1 Sep 2011 8 other companies
Justin Richard Rourke Director Oct 1981 13 Mar 2023 1 other company
Mark Andrew Frier Director Aug 1970 13 Mar 2023 None
Stewart Crockett Director Aug 1968 29 Aug 2023 None
Martyn James Pottage Director Oct 1980 1 Nov 2025 1 other company
Melanie Dawn Smith Director May 1976 1 Dec 2025 None
Greig Alexander Barker Mcgarvie Director Feb 1978 4 Dec 2025 1 other company

Other companies run by these 8 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
6
is FCA-registered
1

In the full report: all 16 companies, named

  • What each company does, and whether it is still trading
  • Which of these 8 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 3 companies these 8 directors run together
  • All 16 people who have ever been directors, with their dates
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Key dates in its history

Armstrong Watson Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (5) All events (40)

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

16 August 2011

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

FCA register

15 March 2011

  • Regulated by the Financial Services Authority from this date

FCA register

2010

30 March 2010

  • Incorporated at Companies House

Companies House

In the full report: all 40 events

  • All 40 events in its history (5 shown here)
  • Every director appointment and resignation: 28
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Firms connected to Armstrong Watson Financial Planning

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

connected firms
2
share a director
1
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), the same phone number (1), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Armstrong Watson Financial Planning

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

In Carlisle

Arc Eden LimitedCarlisleAuthorisedDavid Allen Financial Services (Dalston) LimitedCarlisleAuthorisedDW 2020 LimitedCarlisleAuthorisedInteger Financial Management LimitedCarlisleAuthorisedInvestacc LimitedCarlisleAuthorisedAlke Capital Partners LimitedCarlisleAppointed 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 Armstrong Watson Financial Planning

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
  • All 40 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Armstrong Watson Financial Planning Ltd FCA authorised?
Yes, Armstrong Watson Financial Planning Ltd (FRN 542122) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Armstrong Watson Financial Planning’s phone number and website?
The FCA register lists the phone number 01228 690100 and the website armstrongwatson.co.uk for Armstrong Watson Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Armstrong Watson Financial Planning a scam or clone?
Armstrong Watson Financial Planning 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 Armstrong Watson Financial Planning?
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 Armstrong Watson Financial Planning to the Financial Ombudsman Service, free of charge.
Who runs Armstrong Watson Financial Planning?
Companies House lists 8 directors of Armstrong Watson Financial Planning: Paul Alan Dickson, David John Squire, Justin Richard Rourke, Mark Andrew Frier, Stewart Crockett, Martyn James Pottage and 2 more.
How long has Armstrong Watson Financial Planning been in business?
The company was formed on 30 March 2010, and has held its current FCA authorisation since August 2011.
Does Armstrong Watson Financial Planning use any other names?
It trades as Armstrong Watson, Armstrong Watson Financial Planning & Wealth Management and MyRetirement.

Sources and links

The full report on Armstrong Watson Financial Planning Ltd

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