Hulbert West Limited

Reference number: 452930

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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 hulbertwestltd.co.uk first appeared online, and whether it can receive email
  • What kind of line 01603 759784 is, and the 2 other firms that give it
  • Who else gives the postcode NR9 4AL
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Other names (5)

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

  • Hulbert Financial Services Limited Former name
  • Hulbert Financial Services Former trading name
  • Hulbert West Financial Advisers Former trading name
  • Hulbert West Financial Planners Former trading name
  • Hulbert West Independent Financial Advisers Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · 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.
  • 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (16 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • 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
04655959
Company status
Active
Company type
Private limited company
Incorporated
4 February 2003 (23 years old)
Registered office
8 St. Mary's Court, Carleton Forehoe, Norwich, NR9 4AL, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon Nicholas West Director Feb 1973 11 Mar 2003 4 other companies
David Richard Adderson Director May 1982 25 Mar 2008 2 other companies
Lee James Foulger Director Sep 1982 6 Dec 2024 1 other company

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
4
closed down
2
is FCA-registered
1

In the full report: all 4 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 2 companies these 3 directors run together
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2026Micro-entity accountsNot audited

Total equity

£19.1k

−68% from £59.5k

Employees (average)

2

Same as 2

Owed within a year

£70.4k

+191% from £24.2k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 04655959. 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

Hulbert West’s history from the FCA register and Companies House, newest first.

Key events (6) All events (24)

2016

6 April 2016

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

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

18 March 2009

  • Changed its registered name from "Hulbert Financial Services Limited"

FCA register

2006

30 October 2006

  • Regulated by the Financial Services Authority from this date

FCA register

25 October 2006

  • Became authorised by the FCA

FCA register

2003

4 February 2003

  • Incorporated at Companies House

Companies House

In the full report: all 24 events

  • All 24 events in its history (6 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Hulbert West

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

connected firms
3
share a director
1
share its phone number
1

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (1), the same phone number (1), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Hulbert West

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

In Norwich

Alan Boswell & Company LimitedNorwichAuthorisedAcorn Wealth Management Group LimitedNorwichAuthorisedADMS Asset Management LimitedNorwichAuthorisedBroadland Consultants LtdNorwichAuthorisedBuxton Beresford Financial Planning LtdNorwichAuthorisedCapital Tower LimitedNorwichAuthorised

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 Hulbert West

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

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 24 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Hulbert West Limited FCA authorised?
Yes, Hulbert West Limited (FRN 452930) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Hulbert West’s phone number and website?
The FCA register lists the phone number 01603 759784 and the website hulbertwestltd.co.uk for Hulbert West. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is Hulbert West a scam or clone?
Hulbert West 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 Hulbert West?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Hulbert West to the Financial Ombudsman Service, free of charge.
Who owns Hulbert West?
Hulbert West is owned by Addwest Limited, which holds 75–100% of shares and 75–100% of votes, since 6 April 2016.
Who runs Hulbert West?
Companies House lists 3 directors of Hulbert West: Simon Nicholas West, David Richard Adderson and Lee James Foulger.
How long has Hulbert West been in business?
The company was formed on 4 February 2003, and has held its current FCA authorisation since October 2006.
What do Hulbert West’s latest accounts show?
Its latest accounts, to 30 April 2026, show total equity of £19.1k (−68% from £59.5k).
Does Hulbert West use any other names?
It has previously used 5 other names, including Hulbert Financial Services Limited, Hulbert Financial Services and Hulbert West Financial Advisers.

Sources and links

The full report on Hulbert West Limited

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