Regent Street Advisers Ltd

Reference number: 785830

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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.

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.
  • Regent Street Advisers Ltd (FRN 785830) is an AR of Quilter Mortgage Planning Limited (FRN 440718). When you use Regent Street Advisers's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Regent Street Advisers, 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 regentstreetadvisers.co.uk first appeared online, and whether it can receive email
  • What kind of line 01226 231241 is
  • Who else gives the postcode S75 1JL
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Other names (8)

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

  • Clarity Financial Services Trading name: A name it trades under now.
  • Craig Wheeler Wealth Trading name: A name it trades under now.
  • MB Wealth Trading name: A name it trades under now.
  • Ridings Wealth Trading name: A name it trades under now.
  • Elevate Wealth Former trading name: A name it used to trade under.
  • J T Financial Services Former trading name: A name it used to trade under.
  • Rauf Wellington Financial Services Former trading name: A name it used to trade under.
  • UK Mortgage Saving Expert Former trading name: A name it used to trade under.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Mortgage Planning 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 status
Active
Company type
Private limited company
Incorporated
13 July 2016 (10 years old)
Registered office
The Business Village Innovation Way, Wilthorpe, Barnsley, South Yorkshire, S75 1JL, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
David Chilvers Director Dec 1951 11 Apr 2017 1 other company
Mark Richard Mcallister Marsh Director Dec 1970 11 Apr 2017 1 other company

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 company
1
still active
1
run together
1

In the full report: all 1 company, 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 1 company 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 31 July 2025Small company accountsNot audited

Net assets

£95.4k

+34% from £71.0k

Cash at bank

£74.4k

−16% from £89.0k

Employees (average)

4

Same as 4

Owed within a year

£186k

+5% from £178k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 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 10277458. 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

Regent Street Advisers’s history from the FCA register and Companies House, newest first.

2018

17 May 2018

  • David Chilvers became the majority owner (50–75% of shares)

Companies House

1 February 2018

  • Clare Gainey stopped being a part-owner
  • Mark Richard McAllister Marsh became a part-owner (25–50% of shares)

Companies House

2017

2 August 2017

  • Became an appointed representative

FCA register

1 July 2017

  • Clare Gainey became a part-owner (25–50% of shares)

Companies House

20 June 2017

  • Richard Hatersley gave up control

Companies House

2016

13 July 2016

  • Incorporated at Companies House
  • Richard Hatersley took control (75–100% of shares)

Companies House

In the full report: all 26 events

  • All 26 events in its history (8 shown here)
  • Every director appointment and resignation: 6
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Firms like Regent Street Advisers

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

In Barnsley

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 Regent Street Advisers

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 26 events in its history

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Frequently asked questions about this firm

Is Regent Street Advisers Ltd FCA authorised?
Regent Street Advisers Ltd (FRN 785830) 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 Regent Street Advisers?
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. Regent Street Advisers Ltd (FRN 785830) is an AR of Quilter Mortgage Planning Limited (FRN 440718). When you use Regent Street Advisers's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Regent Street Advisers, 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 Regent Street Advisers’ phone number and website?
The FCA register lists the phone number 01226 231241 and the website regentstreetadvisers.co.uk for Regent Street Advisers. If you were given different contact details, use these to check with the firm before going any further.
Is Regent Street Advisers a scam or clone?
Regent Street Advisers 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 Regent Street Advisers?
Protection works through Quilter Mortgage Planning Limited, the principal firm responsible for Regent Street Advisers's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Regent Street Advisers?
Companies House lists 2 people with significant control of Regent Street Advisers: Mr David Chilvers (50–75% of shares) and Mr Mark Richard McAllister Marsh (25–50% of shares). Before that, it was controlled by Richard Hatersley and Mrs Clare Gainey.
Who runs Regent Street Advisers?
Companies House lists 2 directors of Regent Street Advisers: David Chilvers and Mark Richard McAllister Marsh.
How long has Regent Street Advisers been in business?
The company was formed on 13 July 2016.
What do Regent Street Advisers’ latest accounts show?
Its latest accounts, to 31 July 2025, show net assets of £95.4k (+34% from £71.0k) and cash at bank of £74.4k (−16% from £89.0k).
Does Regent Street Advisers use any other names?
It trades as Clarity Financial Services, Craig Wheeler Wealth, MB Wealth and Ridings Wealth. It has previously used 4 other names, including Elevate Wealth, J T Financial Services and Rauf Wellington Financial Services.

Sources and links

The full report on Regent Street Advisers Ltd

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