Mid & West IFA Limited

Reference number: 610287

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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, 1 thing worth a closer look

  • When midandwest.co.uk first appeared online, and whether it can receive email
  • What kind of line 01691 682762 is
  • Who else gives the postcode SY10 8HE
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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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • 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
06851306
Company status
Active
Company type
Private limited company
Incorporated
18 March 2009 (17 years old)
Registered office
Henleaze House, Harbury Road, Bristol, BS9 4PN, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Stephen David Thomas Director Mar 1955 18 Mar 2009 1 other company
John William Henry Mitchell Director Dec 1967 8 Dec 2018 16 other companies

Other companies run by these 2 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
17
closed down
16
still active
1

In the full report: all 17 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£34.2k

+53% from £22.4k

Employees (average)

1

Same as 1

Owed within a year

£37.1k

+50% from £24.8k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 06851306. 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

Mid & West IFA’s history from the FCA register and Companies House, newest first.

Key events (5) All events (13)

2021

18 March 2021

  • John William Henry Mitchell became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Stephen David Thomas gained significant control

Companies House

2014

1 April 2014

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

FCA register

2009

18 March 2009

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (5 shown here)
  • Every director appointment and resignation: 6
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Firms like Mid & West IFA

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

In Oswestry

Anculo LtdOswestryAuthorisedAndrew Grindley Financial Services LimitedOswestryAuthorisedBeaumont Financial Planners LimitedOswestryAuthorisedComprehensive Financial Planning LimitedOswestryAuthorisedJNH Wealth Management LimitedOswestryAuthorisedJohn Davies Investment and Mortgage Services LLPOswestryAuthorised

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 Mid & West IFA

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

  • 17 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 13 events in its history

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Frequently asked questions about this firm

Is Mid & West IFA Limited FCA authorised?
Yes, Mid & West IFA Limited (FRN 610287) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Mid & West IFA’s phone number and website?
The FCA register lists the phone number 01691 682762 and the website midandwest.co.uk for Mid & West IFA. If you were given different contact details, use these to check with the firm before going any further.
Is Mid & West IFA a scam or clone?
Mid & West IFA 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 Mid & West IFA?
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 Mid & West IFA to the Financial Ombudsman Service, free of charge.
Who owns Mid & West IFA?
Companies House lists 2 people with significant control of Mid & West IFA: Mr John William Henry Mitchell (25–50% of shares) and Mr Stephen David Thomas (significant influence or control).
Who runs Mid & West IFA?
Companies House lists 2 directors of Mid & West IFA: Stephen David Thomas and John William Henry Mitchell.
How long has Mid & West IFA been in business?
The company was formed on 18 March 2009, and has held its current FCA authorisation since April 2014.
What do Mid & West IFA’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £34.2k (+53% from £22.4k).

Sources and links

The full report on Mid & West IFA Limited

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