Haydn Lewis Financial Services Limited

Reference number: 664880

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
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.
  • Haydn Lewis Financial Services Limited (FRN 664880) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Haydn Lewis Financial Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Haydn Lewis Financial Services, 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.

In the full report: 3 background checks

  • When haydnlewis.co.uk first appeared online, and whether it can receive email
  • What kind of line 01597 824338 is
  • Who else gives the postcode LD1 5DG
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Other names (1)

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

  • Haydn Lewis Financial Services Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05010481
Company status
Active
Company type
Private limited company
Incorporated
8 January 2004 (22 years old)
Registered office
Wellfield House, Temple Street, Llandrindod Wells, Powys, LD1 5HG, United Kingdom
Nature of business
  • Life insurance (SIC 65110)
  • Non-life insurance (SIC 65120)
  • Non-life reinsurance (SIC 65202)

Directors and company secretaries

Name Role Born Appointed Other companies
Haydn Arthur Lewis Director Sep 1952 8 Jan 2004 None
Gareth Francis Oldham Director Jul 1984 1 Nov 2017 None
Dorothy Mary Bufton Secretary Not published 3 May 2008 –

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 October 2025Full accountsNot audited

Net assets

£450k

+12% from £404k

Cash at bank

£467k

+8.4% from £431k

Owed within a year

£51.0k

−14% from £59.4k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 05010481. 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

Haydn Lewis Financial Services’s history from the FCA register and Companies House, newest first.

2026

3 August 2026

  • Changed its registered name from "Haydn Lewis Financial Services Ltd"

FCA register

2017

6 November 2017

  • Gareth Francis Oldham became a part-owner (25–50% of shares)

Companies House

1 November 2017

  • Gareth Francis Oldham appointed as a director

Companies House

2016

6 April 2016

  • Haydn Arthur Lewis became a part-owner (25–50% of shares)

Companies House

2015

14 January 2015

  • Became an appointed representative

FCA register

2004

8 January 2004

  • Incorporated at Companies House
  • Haydn Arthur Lewis appointed as a director

Companies House

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

Firms like Haydn Lewis Financial Services

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

In the Llandrindod Wells (LD) postcode area

Personal Asset Management Wealth LimitedKnightonAppointed representativeBuilth Wells Financial Planning LimitedBuilth WellsAuthorisedCaleb Roberts Financial Management LimitedBreconAuthorised

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 Haydn Lewis Financial Services

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 7 events in its history

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Frequently asked questions about this firm

Is Haydn Lewis Financial Services Limited FCA authorised?
Haydn Lewis Financial Services Limited (FRN 664880) 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 Haydn Lewis Financial Services?
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. Haydn Lewis Financial Services Limited (FRN 664880) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Haydn Lewis Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Haydn Lewis Financial Services, 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 Haydn Lewis Financial Services’ phone number and website?
The FCA register lists the phone number 01597 824338 and the website haydnlewis.co.uk for Haydn Lewis Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Haydn Lewis Financial Services a scam or clone?
Haydn Lewis Financial Services 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 Haydn Lewis Financial Services?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Haydn Lewis Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Haydn Lewis Financial Services?
Companies House lists 2 people with significant control of Haydn Lewis Financial Services: Mr Gareth Francis Oldham (25–50% of shares) and Mr Haydn Arthur Lewis (25–50% of shares).
Who runs Haydn Lewis Financial Services?
Companies House lists 2 directors of Haydn Lewis Financial Services: Haydn Arthur Lewis and Gareth Francis Oldham.
How long has Haydn Lewis Financial Services been in business?
The company was formed on 8 January 2004.
What do Haydn Lewis Financial Services’ latest accounts show?
Its latest accounts, to 31 October 2025, show net assets of £450k (+12% from £404k) and cash at bank of £467k (+8.4% from £431k).
Does Haydn Lewis Financial Services use any other names?
It has previously used the name Haydn Lewis Financial Services Ltd.

Sources and links

The full report on Haydn Lewis Financial Services Limited

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