Momentum Financial Solutions Ltd

Reference number: 524467

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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

Openwork Limited Reference number: 408285 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.
  • Momentum Financial Solutions Ltd (FRN 524467) is an AR of Openwork Limited (FRN 408285). When you use Momentum Financial Solutions's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Momentum 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.

  • No website on the FCA register

  • Phone number

    07817 957438

  • Address

    Momentum Financial Solutions, Innov8 Business Park, Carr Lane, Pocklington, York, YO42 1NT, United Kingdom

In the full report: 2 background checks

  • What kind of line 07817 957438 is
  • Who else gives the postcode YO42 1NT
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Other names (1)

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

  • Kim Morris-Baumber Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Openwork 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, 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
07223863
Company status
Active
Company type
Private limited company
Incorporated
14 April 2010 (16 years old)
Registered office
Innov8 Business Park Carr Lane, Pocklington, York, YO42 1NT, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Matthew Joe Hall Director Apr 1987 14 Dec 2022 2 other companies
Amanda Wiles Director Sep 1984 14 Dec 2022 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
run together
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
  • The 2 companies these 2 directors run together
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 November 2025Micro-entity accountsNot audited

Net assets

£542k

+33% from £408k

Employees (average)

4

Same as 4

Owed within a year

£227k

+11% from £204k

Assets and liabilities

In the full report: all 8 years of accounts

  • Every year from 2019 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 07223863. 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

Momentum Financial Solutions’s history from the FCA register and Companies House, newest first.

Key events (8) All events (13)

2022

31 December 2022

  • Board replaced: its only director left and 3 new directors took over

Companies House

14 December 2022

  • Kim Morris-Baumber gave up control
  • Matthew Joe Hall gained significant control
  • Mjh & Aw Holdings Ltd took control (75–100% of shares)

Companies House

2017

14 April 2017

  • Kim Morris-Baumber took control (75–100% of shares)

Companies House

2014

3 October 2014

  • Changed its registered name from "Kim Morris-Baumber"

FCA register

2010

21 May 2010

  • Became an appointed representative

FCA register

14 April 2010

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (8 shown here)
  • Every director appointment and resignation: 4
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Firms like Momentum Financial Solutions

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

In the York (YO) postcode area

Anderson Brown (Whitby) LtdWhitbyAppointed representativeAndrew MitchardThirskAppointed representativeBromley Wealth ManagementSelbyAppointed representativeCapin Partners LLPYorkAppointed representativeCapital Property & Finance LtdBridlingtonAppointed representativeCherry Tree Financial LTDYorkAppointed 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 Momentum Financial Solutions

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
  • 8 years of accounts, charted
  • All 13 events in its history

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Frequently asked questions about this firm

Is Momentum Financial Solutions Ltd FCA authorised?
Momentum Financial Solutions Ltd (FRN 524467) 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 Momentum Financial Solutions?
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. Momentum Financial Solutions Ltd (FRN 524467) is an AR of Openwork Limited (FRN 408285). When you use Momentum Financial Solutions's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Momentum 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.
What is Momentum Financial Solutions’ phone number?
The FCA register lists the phone number 07817 957438 for Momentum Financial Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Momentum Financial Solutions a scam or clone?
Momentum Financial Solutions 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 Momentum Financial Solutions?
Protection works through Openwork Limited, the principal firm responsible for Momentum Financial Solutions's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Momentum Financial Solutions?
Momentum Financial Solutions is owned by Mjh & Aw Holdings Ltd, which holds 75–100% of shares, since 14 December 2022. Before that, it was controlled by Mrs Kim Morris-Baumber.
Who runs Momentum Financial Solutions?
Companies House lists 2 directors of Momentum Financial Solutions: Matthew Joe Hall and Amanda Wiles.
How long has Momentum Financial Solutions been in business?
The company was formed on 14 April 2010.
What do Momentum Financial Solutions’ latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £542k (+33% from £408k).
Does Momentum Financial Solutions use any other names?
It has previously used the name Kim Morris-Baumber.

Sources and links

The full report on Momentum Financial Solutions Ltd

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