Llewellyn Financial Solutions Ltd
Reference number: 458144
Instant download
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.
- Appointed for 20 years
- Protected through the principal
- No FCA actions
- Active company since 2004
- Accounts filed up to 31 December 2025
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 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.
- Llewellyn Financial Solutions Ltd (FRN 458144) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Llewellyn Financial Solutions's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Llewellyn Financial Solutions, 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.
-
Phone number
-
Address
St. James's Place Wealth Management, 3rd Floor, 2 Kingsway, Cardiff, Cardiff, CF10 3FD, United Kingdom
In the full report: 3 background checks
- When llewellynfs.co.uk first appeared online, and whether it can receive email
- What kind of line 029 2089 9643 is
- Who else gives the postcode CF10 3FD
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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
- 05309549 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 9 December 2004 (21 years old)
- Registered office
- 48 Rhodfa Gwernybwla, Capel Llanilltern, Cardiff, CF5 6GQ, Wales
- Nature of business
-
- Activities of insurance agents and brokers (SIC 66220)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Glyn David Llewellyn | Director | Aug 1965 | 9 Dec 2004 | 1 other company |
| Rachael Jane Llewellyn | Secretary | Not published | 9 Dec 2004 | – |
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 company
- 1
- still active
- 1
In the full report: all 1 company, 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
Filed accounts and finances
Total equity
£64.4k
−34% from £97.1k
Employees (average)
2
Same as 2
Owed within a year
£47.6k
+29% from £36.9k
Total equity
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
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 05309549. 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
Llewellyn Financial Solutions’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Glyn David Llewellyn took control (50–75% of shares)
- Rachael Jane Llewellyn became a part-owner (25–50% of shares)
Companies House
2006
4 October 2006
- Became an appointed representative
FCA register
2004
9 December 2004
- Incorporated at Companies House
- Glyn David Llewellyn appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like Llewellyn Financial Solutions
Other firms of the same type (insurance broker), nearest first.
In Cardiff
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 Llewellyn Financial Solutions
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 5 events in its history
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Llewellyn Financial Solutions Ltd FCA authorised?
What does appointed representative mean for Llewellyn Financial Solutions?
What is Llewellyn Financial Solutions’ phone number and website?
Is Llewellyn Financial Solutions a scam or clone?
Is my money safe with Llewellyn Financial Solutions?
Who owns Llewellyn Financial Solutions?
Who runs Llewellyn Financial Solutions?
How long has Llewellyn Financial Solutions been in business?
What do Llewellyn Financial Solutions’ latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk