Introducer appointed representative
This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.
- Appointed for 1 year
- Protected through the principal
- No FCA actions
- Active company since 2017
- Accounts filed up to 31 March 2025
- On its latest accounts it owed £15.3k more than it owned
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
- Probate Wills and Trust Services Ltd (FRN 1020646) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not Probate Wills and Trust Services.
- Example: if Probate Wills and Trust Services refers you to a financial adviser, the advice should come from the principal firm, not from Probate Wills and Trust Services itself.
- 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.
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No website on the FCA register
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Phone number
-
Address
7-8 Church Street, Wimborne, Dorset, BH21 1JH, United Kingdom
In the full report: 2 background checks
- What kind of line 07802 923765 is
- Who else gives the postcode BH21 1JH
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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
- 10732401 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 20 April 2017 (9 years old)
- Registered office
- Faulkner House, 31 West Street, Wimborne, Dorset, BH21 1JS, England
- Nature of business
-
- Other service activities not elsewhere classified (SIC 96090)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Martin Gareth Brunt | Director | Dec 1962 | 1 Aug 2020 | 2 other companies |
Other companies run by its director
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
- closed down
- 1
- is FCA-registered
- 1
In the full report: all 2 companies, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
−£15.3k
Down £284 from −£15.0k
Cash at bank
£25.2k
−37% from £40.1k
Employees (average)
1
−67% from 3
Owed within a year
£58.3k
−2.2% from £59.6k
Total equity is negative: on its last balance sheet the company owed £15.3k more than it owned.
Assets and liabilities
In the full report: all 5 years of accounts
- Every year from 2019 to 2025
- 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 10732401. 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
Probate Wills and Trust Services’s history from the FCA register and Companies House, newest first.
2024
8 November 2024
- Became an introducer appointed representative
FCA register
7 February 2024
- Edward William Bell no longer has significant control
Companies House
2023
18 December 2023
- Michael Stephen Lester stopped being a part-owner
Companies House
2020
1 September 2020
- Martin Gareth Brunt took control (75–100% of shares)
- Michael Stephen Lester became a part-owner (25–50% of shares)
Companies House
1 August 2020
- Edward William Bell gained significant control
- Steven Ian Smith no longer has significant control
Companies House
2017
20 April 2017
- Incorporated at Companies House
- Steven Ian Smith gained significant control
Companies House
In the full report: all 18 events
- All 18 events in its history (9 shown here)
- Every director appointment and resignation: 9
Firms connected to Probate Wills and Trust Services
Other FCA-listed firms that share a director, phone number or address with Probate Wills and Trust Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 3
- share a director
- 1
- share its postcode
- 2
In the full report: all 3 connected firms, named
- How each is linked: shared directors (1), the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Probate Wills and Trust Services
Other firms of the same type (financial adviser), nearest first.
In Wimborne
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 Probate Wills and Trust Services
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
- 5 years of accounts, charted
- All 18 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
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk