Mitchell & Wilson Financial Planning Limited

Reference number: 1035978

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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.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised 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.
  • Mitchell & Wilson Financial Planning Limited (FRN 1035978) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Mitchell & Wilson Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Mitchell & Wilson Financial Planning, 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.

  • No website on the FCA register

  • Phone number

    028 9447 2006

  • Address

    13 Church Street, Ahoghill, Ballymena, Northern Ireland, BT42 2PA, United Kingdom

In the full report: 2 background checks

  • What kind of line 028 9447 2006 is
  • Who else gives the postcode BT42 2PA
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection 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, free
    You 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
NI728675
Company status
Active
Company type
Private limited company
Incorporated
17 April 2025 (1 year old)
Registered office
13 Church Street, Ahoghill, Ballymena, BT42 2PA, Northern Ireland
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Arthur David Mitchell Director Jul 1962 17 Apr 2025 None
Liam Desmond Wilson Director Nov 1988 17 Apr 2025 2 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
2
still active
2

In the full report: all 2 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
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Key dates in its history

Mitchell & Wilson Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2025

11 November 2025

  • Arthur David Mitchell became a part-owner (25–50% of shares)

Companies House

10 June 2025

  • Became an appointed representative

FCA register

17 April 2025

  • Incorporated at Companies House
  • Liam Desmond Wilson became the majority owner (50–75% of shares)

Companies House

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms like Mitchell & Wilson Financial Planning

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

In Ballymena

Ballymena Investment Centre LtdBallymenaAppointed representativeChannel Wharf Wealth Management LimitedBallymenaAppointed representativeCoulter Wealth Associates LtdBallymenaAppointed representativeDavid MillarBallymenaAppointed representativeDean Financial SolutionsBallymenaAppointed representativeIvan McNeillBallymenaAppointed representative

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 Mitchell & Wilson Financial Planning

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
  • 2 background checks on its contact details
  • All 7 events in its history

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Frequently asked questions about this firm

Is Mitchell & Wilson Financial Planning Limited FCA authorised?
Mitchell & Wilson Financial Planning Limited (FRN 1035978) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Mitchell & Wilson Financial Planning?
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. Mitchell & Wilson Financial Planning Limited (FRN 1035978) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Mitchell & Wilson Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Mitchell & Wilson Financial Planning, 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.
What is Mitchell & Wilson Financial Planning’s phone number?
The FCA register lists the phone number 028 9447 2006 for Mitchell & Wilson Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Mitchell & Wilson Financial Planning a scam or clone?
Mitchell & Wilson Financial Planning 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 Mitchell & Wilson Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Mitchell & Wilson Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Mitchell & Wilson Financial Planning?
Companies House lists 2 people with significant control of Mitchell & Wilson Financial Planning: Mr Liam Desmond Wilson (50–75% of shares) and Mr Arthur David Mitchell (25–50% of shares).
Who runs Mitchell & Wilson Financial Planning?
Companies House lists 2 directors of Mitchell & Wilson Financial Planning: Arthur David Mitchell and Liam Desmond Wilson.
How long has Mitchell & Wilson Financial Planning been in business?
The company was formed on 17 April 2025.

Sources and links

The full report on Mitchell & Wilson Financial Planning Limited

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