Fox Whittle Financial Management Ltd

Reference number: 500906

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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.

  • No website on the FCA register

  • Phone number

    01952 249166

  • Address

    HCL Bank House Financial Services Ltd, 1 Church Road, Brewood, Stafford, Staffordshire, ST19 9BT, United Kingdom

In the full report: 2 background checks

  • What kind of line 01952 249166 is
  • Who else gives the postcode ST19 9BT
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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.
  • 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 (4 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
  • 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 status
Active
Company type
Private limited company
Incorporated
19 January 2000 (26 years old)
Registered office
1 Church Road, Brewood, Staffordshire, ST19 9BT, England
Nature of business
  • Life insurance (SIC 65110)
  • Non-life insurance (SIC 65120)
  • Pension funding (SIC 65300)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Antony Edward Lea Director Sep 1962 11 Aug 2023 5 other companies
Benedict Peter Michell Director Apr 1968 11 Aug 2023 3 other companies
Samuel Robert Brueton Director May 1995 11 Aug 2023 None

Other companies run by these 3 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
closed down
2
is FCA-registered
1

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 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 3 directors run together
  • All 8 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Total equity

£22.3k

−16% from £26.5k

Cash at bank

£34.9k

−35% from £54.1k

Owed within a year

£19.4k

−61% from £49.3k

Total equity

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 03909565. 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

Fox Whittle Financial Management’s history from the FCA register and Companies House, newest first.

2023

11 August 2023

  • Board replaced: both directors left and 4 new directors took over
  • Hcl Securities Limited took control (75–100% of shares)
  • Lynn Annetta Aucott stopped being a part-owner
  • Simon Dean Aucott stopped being a part-owner

Companies House

2016

7 April 2016

  • Lynn Annetta Aucott became a part-owner (25–50% of shares)
  • Simon Dean Aucott became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

14 July 2009

  • Became authorised by the FCA

FCA register

3 June 2009

  • Regulated by the Financial Services Authority from this date

FCA register

2000

19 January 2000

  • Incorporated at Companies House

Companies House

In the full report: all 26 events

  • All 26 events in its history (10 shown here)
  • Every director appointment and resignation: 13
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Firms connected to Fox Whittle Financial Management

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

connected firm
1
share a director
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Fox Whittle Financial Management

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

In Stafford

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 Fox Whittle Financial Management

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
  • 2 background checks on its contact details
  • All 26 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Fox Whittle Financial Management Ltd FCA authorised?
Yes, Fox Whittle Financial Management Ltd (FRN 500906) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2009 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Fox Whittle Financial Management’s phone number?
The FCA register lists the phone number 01952 249166 for Fox Whittle Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Fox Whittle Financial Management a scam or clone?
Fox Whittle Financial Management 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 Fox Whittle Financial Management?
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 Fox Whittle Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Fox Whittle Financial Management?
Fox Whittle Financial Management is owned by Hcl Securities Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 11 August 2023. Before that, it was controlled by Mr Simon Dean Aucott and Mrs Lynn Annetta Aucott.
Who runs Fox Whittle Financial Management?
Companies House lists 3 directors of Fox Whittle Financial Management: Antony Edward Lea, Benedict Peter Michell and Samuel Robert Brueton.
How long has Fox Whittle Financial Management been in business?
The company was formed on 19 January 2000, and has held its current FCA authorisation since July 2009.
What do Fox Whittle Financial Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show total equity of £22.3k (−16% from £26.5k) and cash at bank of £34.9k (−35% from £54.1k).

Sources and links

The full report on Fox Whittle Financial Management Ltd

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