Barwells Independent Financial Management Limited
Reference number: 588626
Instant download
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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Phone number
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Address
1 Station Farm Barns, Station Road, Glynde, Lewes, East Sussex, BN8 6EU, United Kingdom
In the full report: 3 background checks
- When barwells-wealth.co.uk first appeared online, and whether it can receive email
- What kind of line 01273 086311 is
- Who else gives the postcode BN8 6EU
Other names (2)
If you were contacted under any of these names, it is this firm.
- Barwells Taxation Trading name: A name it trades under now.
- Barwells Wealth 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.
- 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 (11 permissions)
- 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
- 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
- 07915410 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 19 January 2012 (14 years old)
- Registered office
- 1 Station Farm Barns Station Road, Glynde, Lewes, BN8 6EU, England
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Lee Roger Waters | Director | Aug 1978 | 9 Jun 2014 | 1 other company |
| Emma Louise Waters | Director | Dec 1972 | 21 Aug 2026 | 1 other company |
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
- still active
- 1
- run together
- 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
- The 1 company these 2 directors run together
- All 7 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£173k
+18% from £147k
Cash at bank
£155k
+11% from £140k
Employees (average)
5
Same as 5
Owed within a year
£64.1k
+6% from £60.5k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 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.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 07915410. 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
This firm’s history from the FCA register and Companies House, newest first.
2026
21 August 2026
- Andrew Sean Woods stopped being a part-owner
Companies House
20 August 2026
- Barwells Wealth Limited took control (75–100% of shares)
- Lee Roger Waters stopped being a part-owner
Companies House
2022
18 October 2022
- Michaela Doris Kullack stopped being a part-owner
Companies House
2021
30 July 2021
- David Trevor Johnson George no longer has significant control
- Michaela Doris Kullack became a part-owner (25–50% of shares)
- Timothy Joseph Morgan no longer has significant control
- William James Elliott no longer has significant control
Companies House
2016
6 April 2016
- Andrew Sean Woods became a part-owner (25–50% of shares)
- David Trevor Johnson George gained significant control
- Lee Roger Waters became a part-owner (25–50% of shares)
- Timothy Joseph Morgan gained significant control
- William James Elliott gained significant control
Companies House
2013
5 June 2013
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2012
19 January 2012
- Incorporated at Companies House
Companies House
In the full report: all 33 events
- All 33 events in its history (16 shown here)
- Every director appointment and resignation: 12
Similar firms
Other firms of the same type (financial adviser), nearest first.
In Lewes
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 this firm
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
- 6 years of accounts, charted
- All 33 events in its history
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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