Edward George Waller and Jacqueline Waller

Reference number: 983412

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Appointed representative

the Waller partnership does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.

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.
  • Edward George Waller and Jacqueline Waller (FRN 983412) is an AR of Golden Charter Limited (FRN 965279). When you use the Waller partnership's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from the Waller partnership, 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

    01539 620130

  • Address

    Sedbergh, Sedbergh, Cumbria, LA10 5AL, United Kingdom

In the full report: 2 background checks

  • What kind of line 01539 620130 is
  • Who else gives the postcode LA10 5AL
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Other names (2)

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

  • J J MARTIN FUNERAL DIRECTORS Trading name: A name it trades under now.
  • B & DM Goad and EG & J Waller Former name: A name it was registered under before.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Golden Charter 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.

Key dates in its history

The Waller partnership’s history from the FCA register and Companies House, newest first.

2025

9 July 2025

  • Changed its registered name from "B & DM Goad and EG & J Waller"

FCA register

2022

14 September 2022

  • Became an appointed representative
  • Began trading as "J J MARTIN FUNERAL DIRECTORS"

FCA register

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

Firms like the Waller partnership

Other firms of the same type (funeral director), nearest first.

In the Lancaster (LA) postcode area

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 the Waller partnership

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

  • 2 background checks on its contact details
  • All 3 events in its history

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Frequently asked questions about this firm

Is Edward George Waller and Jacqueline Waller FCA authorised?
Edward George Waller and Jacqueline Waller (FRN 983412) 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 the Waller partnership?
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. Edward George Waller and Jacqueline Waller (FRN 983412) is an AR of Golden Charter Limited (FRN 965279). When you use the Waller partnership's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from the Waller partnership, 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 the Waller partnership’s phone number?
The FCA register lists the phone number 01539 620130 for the Waller partnership. If you were given different contact details, use these to check with the firm before going any further.
Is the Waller partnership a scam or clone?
the Waller partnership 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 the Waller partnership?
Protection works through Golden Charter Limited, the principal firm responsible for the Waller partnership's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does the Waller partnership use any other names?
It trades as J J MARTIN FUNERAL DIRECTORS. It has previously used the name B & DM Goad and EG & J Waller.

Sources and links

The full report on Edward George Waller and Jacqueline Waller

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