Mason Cole Wealth Management Ltd
Reference number: 845289
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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.
- Appointed for 7 years
- Protected through the principal
- No FCA actions
- Active company since 2019
- Accounts filed up to 28 February 2026
Responsible principal firm
Quilter Financial Services Limited Reference number: 440703 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.
- Mason Cole Wealth Management Ltd (FRN 845289) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Mason Cole Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Mason Cole Wealth Management, 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.
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Phone number
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Address
15 Knowsley Street, Bury, Lancashire, BL9 0ST, United Kingdom
In the full report: 3 background checks
- When masoncolewm.co.uk first appeared online, and whether it can receive email
- What kind of line 0161 447 9109 is
- Who else gives the postcode BL9 0ST
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Quilter Financial Services Limited, 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 name
- MASON COLE WEALTH MANAGEMENT LIMITED
- Company number
- 12056752 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 18 June 2019 (7 years old)
- Registered office
- 15 Knowsley Street Knowsley Street, Bury, BL9 0ST, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Daniel Smethurst | Director | Jun 1981 | 18 Jun 2019 | 2 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
- 2
- closed down
- 1
- still active
- 1
In the full report: all 2 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
- All 3 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£1,822
−69% from £5,912
Employees (average)
2
−50% from 4
Owed within a year
£155k
+23% from £126k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 to 2026
- 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 12056752. 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
Mason Cole Wealth Management’s history from the FCA register and Companies House, newest first.
2019
3 July 2019
- Became an appointed representative
FCA register
18 June 2019
- Incorporated at Companies House
- Daniel Smethurst became a part-owner (25–50% of shares)
- Samantha Hayes became a part-owner (25–50% of shares)
Companies House
In the full report: all 13 events
- All 13 events in its history (4 shown here)
- Every director appointment and resignation: 9
Firms connected to Mason Cole Wealth Management
Other FCA-listed firms that share a director, phone number or address with Mason Cole Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Mason Cole Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Bury
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 Mason Cole Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 2 other companies its directors have run, named
- 3 background checks on its contact details
- 6 years of accounts, charted
- All 13 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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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