Budge and Company Limited

Reference number: 133515

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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 budgeandco.co.uk first appeared online, and whether it can receive email
  • What kind of line 01423 877960 is
  • Who else gives the postcode HG1 1HB
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Other names (3)

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

  • Bestwick Financial Solutions Trading name
  • Wilfred Leach Financial Solutions Trading name
  • D.A. Budge Pension Advisory and Management Services Limited Former 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • 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
01164216
Company status
Active
Company type
Private limited company
Incorporated
25 March 1974 (52 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Iain Andrew Budge Director Aug 1970 1 May 1999 5 other companies
Graham Roddy Budge Director Oct 1972 14 Mar 2011 2 other companies
Iain Andrew Budge Secretary Not published 7 Jan 2023 –

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 companies
5
still active
5
run together
2

In the full report: all 5 companies, 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 2 companies these 2 directors run together
  • All 10 people who have ever been directors, with their dates
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Key dates in its history

Budge and Company’s history from the FCA register and Companies House, newest first.

Key events (7) All events (29)

2016

6 April 2016

  • Budge (Holdings) Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2000

31 March 2000

  • Changed its registered name from "D.A. Budge Pension Advisory and Management Services Limited"

FCA register

1994

1 August 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1974

25 March 1974

  • Incorporated at Companies House

Companies House

In the full report: all 29 events

  • All 29 events in its history (7 shown here)
  • Every director appointment and resignation: 16
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Firms like Budge and Company

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

In Harrogate

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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 Budge and Company

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

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 29 events in its history

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Frequently asked questions about this firm

Is Budge and Company Limited FCA authorised?
Yes, Budge and Company Limited (FRN 133515) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Budge and Company’s phone number and website?
The FCA register lists the phone number 01423 877960 and the website budgeandco.co.uk for Budge and Company. If you were given different contact details, use these to check with the firm before going any further.
Is Budge and Company a scam or clone?
Budge and Company 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 Budge and Company?
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 Budge and Company to the Financial Ombudsman Service, free of charge.
Who owns Budge and Company?
Budge and Company is owned by Budge (Holdings) Limited, which holds 75–100% of shares, since 6 April 2016.
Who runs Budge and Company?
Companies House lists 2 directors of Budge and Company: Iain Andrew Budge and Graham Roddy Budge.
How long has Budge and Company been in business?
The company was formed on 25 March 1974, and has held its current FCA authorisation since December 2001.
Does Budge and Company use any other names?
It trades as Bestwick Financial Solutions and Wilfred Leach Financial Solutions. It has previously used the name D.A. Budge Pension Advisory and Management Services Limited.

Sources and links

The full report on Budge and Company Limited

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