Lakewood Financial Services Limited

Reference number: 500145

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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

    01489 860985

  • Address

    New Farm, Winchester Road, Upham, Southampton, Hampshire, SO32 1HH, United Kingdom

In the full report: 2 background checks

  • What kind of line 01489 860985 is
  • Who else gives the postcode SO32 1HH
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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 P2P agreements
  • 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 number
06525827
Company status
Active
Company type
Private limited company
Incorporated
6 March 2008 (18 years old)
Registered office
New Farm Winchester Road, Upham, Southampton, Hampshire, SO32 1HH, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
David Victor Charles Perry Director Aug 1955 6 Mar 2008 3 other companies

Other companies run by its director

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
3
closed down
2
still active
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Key dates in its history

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

Key events (6) All events (10)

2025

25 March 2025

  • Susan Perry became a part-owner (25–50% of shares)

Companies House

2016

1 July 2016

  • David Victor Charles Perry became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

30 October 2009

  • Regulated by the Financial Services Authority from this date

FCA register

20 August 2009

  • Became authorised by the FCA

FCA register

2008

6 March 2008

  • Incorporated at Companies House

Companies House

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
  • Every director appointment and resignation: 1
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Firms like Lakewood Financial Services

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

In Southampton

ABS Financial Planning LimitedSouthamptonAuthorisedAsset Management Financial Advisers LimitedSouthamptonAuthorisedBarrie Financial Services LimitedSouthamptonAuthorisedCalpe Financial Solutions LimitedSouthamptonAuthorisedDarwins IFA LimitedSouthamptonAuthorisedEthical Wealth Planning LtdSouthamptonAuthorised

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 Lakewood Financial Services

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

  • 3 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 10 events in its history

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Frequently asked questions about this firm

Is Lakewood Financial Services Limited FCA authorised?
Yes, Lakewood Financial Services Limited (FRN 500145) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2009 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Lakewood Financial Services’ phone number?
The FCA register lists the phone number 01489 860985 for Lakewood Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Lakewood Financial Services a scam or clone?
Lakewood 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 Lakewood Financial Services?
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 Lakewood Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Lakewood Financial Services?
Companies House lists 2 people with significant control of Lakewood Financial Services: Mr David Victor Charles Perry (50–75% of shares) and Mrs Susan Perry (25–50% of shares).
Who runs Lakewood Financial Services?
Companies House lists one director of Lakewood Financial Services: David Victor Charles Perry.
How long has Lakewood Financial Services been in business?
The company was formed on 6 March 2008, and has held its current FCA authorisation since August 2009.

Sources and links

The full report on Lakewood Financial Services Limited

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