Mr RB & Mrs CL Wallis

Reference number: 412127

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Appointed representative

Mr RB & Mrs CL Wallis does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.

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.
  • Mr RB & Mrs CL Wallis (FRN 412127) is an AR of Bspoke Lifestyle Ltd (FRN 820727). When you use Mr RB & Mrs CL Wallis's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Mr RB & Mrs CL Wallis, 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.

In the full report: 3 background checks

  • When pantgwynfarm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01829 751358 is
  • Who else gives the postcode CW6 0PE
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Other names (6)

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

  • Forest Properties Trading name: A name it trades under now.
  • Pant Gwyn Farm Caravan Park Trading name: A name it trades under now.
  • Derek L Mrs Ms & Richard B Wallis-Forest Propertie Former name: A name it was registered under before.
  • Derek L Mrs Ms & Richard B Wallis-Forest Properties Former name: A name it was registered under before.
  • Mr RB & Mrs CL Wallis - Forest Properties Former name: A name it was registered under before.
  • Pantgwyn Farm Former trading name: A name it used to trade under.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Bspoke Lifestyle Ltd, 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.

Key dates in its history

Mr RB & Mrs CL Wallis’s history from the FCA register and Companies House, newest first.

2023

6 December 2023

  • Changed its registered name from "Mr RB & Mrs CL Wallis - Forest Properties"

FCA register

2017

19 July 2017

  • Changed its registered name from "Derek L Mrs Ms & Richard B Wallis-Forest Properties"

FCA register

2016

23 May 2016

  • Changed its registered name from "Derek L Mrs Ms & Richard B Wallis-Forest Propertie"

FCA register

2005

14 January 2005

  • Became an appointed representative

FCA register

In the full report: all 8 events

  • All 8 events in its history (4 shown here)
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Firms connected to Mr RB & Mrs CL Wallis

Other FCA-listed firms that share a director, phone number or address with Mr RB & Mrs CL Wallis. 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
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Firms like Mr RB & Mrs CL Wallis

Other firms of the same type (insurance broker), nearest first.

In the Crewe (CW) postcode area

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 Mr RB & Mrs CL Wallis

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

  • 3 background checks on its contact details
  • All 8 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Mr RB & Mrs CL Wallis FCA authorised?
Mr RB & Mrs CL Wallis (FRN 412127) 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 Mr RB & Mrs CL Wallis?
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. Mr RB & Mrs CL Wallis (FRN 412127) is an AR of Bspoke Lifestyle Ltd (FRN 820727). When you use Mr RB & Mrs CL Wallis's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Mr RB & Mrs CL Wallis, 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 Mr RB & Mrs CL Wallis’ phone number and website?
The FCA register lists the phone number 01829 751358 and the website pantgwynfarm.co.uk for Mr RB & Mrs CL Wallis. If you were given different contact details, use these to check with the firm before going any further.
Is Mr RB & Mrs CL Wallis a scam or clone?
Mr RB & Mrs CL Wallis 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 Mr RB & Mrs CL Wallis?
Protection works through Bspoke Lifestyle Ltd, the principal firm responsible for Mr RB & Mrs CL Wallis's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Mr RB & Mrs CL Wallis use any other names?
It trades as Forest Properties and Pant Gwyn Farm Caravan Park. It has previously used 4 other names, including Derek L Mrs Ms & Richard B Wallis-Forest Propertie, Derek L Mrs Ms & Richard B Wallis-Forest Properties and Mr RB & Mrs CL Wallis - Forest Properties.

Sources and links

The full report on Mr RB & Mrs CL Wallis

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