Chartwell Financial Services Limited
Reference number: 189602
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
Chapelhouse Barn, Pillmoss Lane, Lower Whitley, Warrington, Cheshire West And Chester, WA4 4DW, United Kingdom
In the full report: 3 background checks
- When chartwellfs.com first appeared online, and whether it can receive email
- What kind of line 0161 929 3500 is
- Who else gives the postcode WA4 4DW
Other names (2)
If you were contacted under any of these names, it is this firm.
- Chartwell Corporate Solutions Trading name: A name it trades under now.
- Chartwell Wealth Management Trading name: A name it trades under now.
Warning
Scammers have impersonated this firm
Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.
Fake websites (1)
- chartwellfs.biz
The FCA warning these came from
- Chartwell Financial Services 9 April 2008
Scammers change these details often. Always check the live FCA warning.
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.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- 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 (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
- Debt-counselling
- 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.
The clone warnings above are scammers using this firm's name, not something the firm has done.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 02578206 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 30 January 1991 (35 years old)
- Registered office
- Chapel House Barn Pillmoss Lane, Lower Whitley, Warrington, WA4 4DW, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Gary Robert Newton | Director | Sep 1965 | 14 Jan 2002 | 11 other companies |
| Sandra Anne Mulhern | Director | Mar 1972 | 16 Jun 2020 | 2 other companies |
| Robert James Newton | Director | Jan 1992 | 1 Oct 2024 | 4 other companies |
| George Alexander Newton Fletcher | Director | Jun 1994 | 1 Oct 2025 | None |
| Sandra Anne Mulhern | Secretary | Not published | 7 Mar 2020 | – |
Other companies run by these 4 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
- 14
- closed down
- 9
- run together
- 2
In the full report: all 14 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 2 companies these 4 directors run together
- All 15 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£1.62m
+26% from £1.29m
Profit before tax
£297k
+128% from £130k
Net assets
£667k
+48% from £451k
Cash at bank
£919k
+41% from £652k
Turnover and profit
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- Both charts, 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.
Accounts filed at Companies House for company 02578206. 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
Chartwell Financial Services’s history from the FCA register and Companies House, newest first.
2021
20 May 2021
- Gary Robert Newton stopped being a part-owner
- Lindley Group Limited took control (75–100% of shares)
- Richard Steven Clarke stopped being a part-owner
Companies House
2016
31 July 2016
- Gary Robert Newton became a part-owner (25–50% of shares)
- Richard Steven Clarke became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2008
9 April 2008
- FCA warned the public about a scam impersonating this firm
FCA warning list
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
1999
1 July 1999
- Regulated by the Personal Investment Authority from this date
FCA register
1991
30 January 1991
- Incorporated at Companies House
Companies House
In the full report: all 43 events
- All 43 events in its history (11 shown here)
- Every director appointment and resignation: 26
Firms connected to Chartwell Financial Services
Other FCA-listed firms that share a director, phone number or address with Chartwell Financial Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Chartwell Financial Services
Other firms of the same type (financial adviser), nearest first.
In Warrington
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 Chartwell Financial Services
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 14 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 43 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Does Chartwell Financial Services use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- FCA warning: Chartwell Financial Services fca.org.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