Mwa Financial Advice Ltd
Reference number: 460399
Instant download
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.
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Phone number
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Address
1st Floor, Bramble House, 112 Wickham Road, Fareham, Hampshire, PO16 7JH, United Kingdom
In the full report: 3 background checks
- When mwafinancialadvice.co.uk first appeared online, and whether it can receive email
- What kind of line 01329 821950 is
- Who else gives the postcode PO16 7JH
Other names (3)
If you were contacted under any of these names, it is this firm.
- Eversley Estate Planners Ltd Former name: A name it was registered under before.
- Eversley Wealth Management Former trading name: A name it used to trade under.
- Sterling Financial Consultants Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages · Arrange equity release FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (15 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on a home reversion plan
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) a home reversion plan
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to a home reversion plan
- Making arrangements with a view to regulated mortgage contracts
- 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
- 05254380 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 8 October 2004 (22 years old)
- Registered office
- 2nd Floor 5 Hatfields (Alto), 2nd Floor 5 Hatfields (Alto), London, London, SE1 9PG, England
- Nature of business
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- Activities of mortgage finance companies (SIC 64922)
- Financial intermediation not elsewhere classified (SIC 64999)
- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
- Activities of insurance agents and brokers (SIC 66220)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Dean Campbell Banks | Director | May 1973 | 18 Jan 2019 | 1 other company |
| Edward Louis Rosengarten | Director | Feb 1968 | 21 Sep 2021 | 14 other companies |
| Marine Aurore Cécile Deruelle | Director | Sep 1984 | 25 Sep 2023 | 1 other company |
| Niral Ashvin Parekh | Director | Jun 1983 | 22 Sep 2026 | 8 other companies |
| Nicola Jane Fraser | Director | Jul 1972 | 22 Sep 2026 | 29 other companies |
| David Palmer | Director | Jun 1965 | 22 Sep 2026 | 2 other companies |
Other companies run by these 6 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
- 46
- closed down
- 16
- went insolvent
- 1
In the full report: all 46 companies, named
- What each company does, and whether it is still trading
- Which of these 6 directors sit on each board, and since when
- The one that went into liquidation or administration
- The 5 on the FCA register
- The 6 companies these 6 directors run together
- All 8 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£5.56m
+56% from £3.56m
Cash at bank
£280k
−30% from £402k
Employees (average)
41
+11% from 37
Assets and liabilities
In the full report: all 8 years of accounts
- Every year from 2019 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 05254380. 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
Mwa Financial Advice’s history from the FCA register and Companies House, newest first.
2026
24 September 2026
- Atomos Financial Planning Holdings Limited took control (75–100% of shares)
- Mwa Holdings Limited gave up control
Companies House
2022
9 February 2022
- Changed its registered name from "Eversley Estate Planners Ltd"
FCA register
2019
18 January 2019
- Board replaced: its only director left and a new director took over
- Glendon McDonald Williams gave up control
- Mwa Holdings Limited took control (75–100% of shares)
Companies House
2016
6 April 2016
- Glendon McDonald Williams took control (75–100% of votes)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2007
26 February 2007
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
2004
8 October 2004
- Incorporated at Companies House
Companies House
In the full report: all 28 events
- All 28 events in its history (11 shown here)
- Every director appointment and resignation: 10
Firms connected to Mwa Financial Advice
Other FCA-listed firms that share a director, phone number or address with Mwa Financial Advice. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 3
- share a director
- 3
- past links
- 2
In the full report: all 3 connected firms, named
- How each is linked: shared directors (3)
- Who links each one: the named directors, with dates
- 2 past links through former directors
Firms like Mwa Financial Advice
Other firms of the same type (financial adviser), nearest first.
In Fareham
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 Mwa Financial Advice
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 46 other companies its directors have run, named
- 3 background checks on its contact details
- 8 years of accounts, charted
- All 28 events in its history
- 3 connected firms, 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
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk