Marshall Wooldridge Financial Services Limited

Reference number: 729853

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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 mw-fs.com first appeared online, and whether it can receive email
  • What kind of line 07930 522929 is
  • Who else gives the postcode LS19 7EP
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Other names (2)

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

  • Hemsley Goldthorpe Financial Services Former trading name
  • Hemsley Holdthorpe Financial Services Former trading name

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (9 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • 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
09887995
Company status
Active
Company type
Private limited company
Incorporated
25 November 2015 (10 years old)
Registered office
Unit 4b Regency House Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Anthony Marshall Director Jan 1966 25 Nov 2015 7 other companies
David Charles Hemsley Director Sep 1969 30 Oct 2020 6 other companies
Richard Martyn Hopson Director Mar 1984 30 Oct 2020 5 other companies
Lucy Hopson Secretary Not published 1 Oct 2022 –

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
14
closed down
9
are FCA-registered
2

In the full report: all 14 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 2 on the FCA register
  • The 3 companies these 3 directors run together
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Net assets

£221k

−39% from £360k

Cash at bank

£141k

−49% from £275k

Owed within a year

£359k

+3.3% from £347k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2021 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.

Accounts filed at Companies House for company 09887995. 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

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

Key events (12) All events (23)

2021

27 September 2021

  • Hopson & Hemsley Holdings Limited took control (75–100% of shares)
  • Mwfs Holdings Limited gave up control

Companies House

2020

30 October 2020

  • Hopson & Hemsley Holdings Limited gave up control
  • Hopson & Hemsley Holdings Limited took control (75–100% of shares)
  • Lagada Holdings Limited gave up control

Companies House

2017

20 September 2017

  • Lagada Holdings Limited took control (75–100% of shares)
  • Mwfs Holdings Limited gave up control
  • Mwfs Holdings Limited took control (75–100% of shares)

Companies House

2016

23 June 2016

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

6 April 2016

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

Companies House

2015

25 November 2015

  • Incorporated at Companies House

Companies House

In the full report: all 23 events

  • All 23 events in its history (12 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Marshall Wooldridge Financial Services

Other FCA-listed firms that share a director, phone number or address with Marshall Wooldridge Financial Services. 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
  • 1 past link through former directors
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Firms like Marshall Wooldridge Financial Services

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

In Leeds

2 Plan Wealth Management LimitedLeedsAuthorisedA. Bianchi Financial Solutions LimitedLeedsAuthorisedAge Partnership Wealth Management LimitedLeedsAuthorisedApollo Financial Consultancy LtdLeedsAuthorisedBareham Independent Financial Advisers LimitedLeedsAuthorisedBartlett Wealth Management LtdLeedsAuthorised

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 Marshall Wooldridge Financial Services

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

  • 14 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 23 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Marshall Wooldridge Financial Services Limited FCA authorised?
Yes, Marshall Wooldridge Financial Services Limited (FRN 729853) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Marshall Wooldridge Financial Services’ phone number and website?
The FCA register lists the phone number 07930 522929 and the website mw-fs.com for Marshall Wooldridge Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Marshall Wooldridge Financial Services a scam or clone?
Marshall Wooldridge 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 Marshall Wooldridge 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 Marshall Wooldridge Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Marshall Wooldridge Financial Services?
Marshall Wooldridge Financial Services is owned by Hopson & Hemsley Holdings Limited, which holds 75–100% of shares and 75–100% of votes, since 27 September 2021. Before that, it was controlled by Lagada Holdings Limited and Mwfs Holdings Limited.
Who runs Marshall Wooldridge Financial Services?
Companies House lists 3 directors of Marshall Wooldridge Financial Services: Richard Anthony Marshall, David Charles Hemsley and Richard Martyn Hopson.
How long has Marshall Wooldridge Financial Services been in business?
The company was formed on 25 November 2015, and has held its current FCA authorisation since June 2016.
What do Marshall Wooldridge Financial Services’ latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £221k (−39% from £360k) and cash at bank of £141k (−49% from £275k).
Does Marshall Wooldridge Financial Services use any other names?
It has previously used 2 other names: Hemsley Goldthorpe Financial Services and Hemsley Holdthorpe Financial Services.

Sources and links

The full report on Marshall Wooldridge Financial Services Limited

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