Robin Williams Financial Planning Ltd

Reference number: 738848

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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

Quilter Financial Services Limited Reference number: 440703 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.
  • Robin Williams Financial Planning Ltd (FRN 738848) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Robin Williams Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Robin Williams Financial Planning, 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 rwfinancialplanning.cymru first appeared online, and whether it can receive email
  • What kind of line 07887 842404 is
  • Who else gives the postcode LL59 5ND
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services 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
09987966
Company status
Active
Company type
Private limited company
Incorporated
4 February 2016 (10 years old)
Registered office
37 Penlon, Menai Bridge, Anglesey, LL59 5ND, Wales
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Robin Wyn Williams Director Oct 1968 4 Feb 2016 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 May 2026Micro-entity accountsNot audited

Total equity

£751

−80% from £3,770

Employees (average)

0

Same as 0

Owed within a year

£2,329

−40% from £3,866

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
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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 09987966. 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

Robin Williams Financial Planning’s history from the FCA register and Companies House, newest first.

2016

6 April 2016

  • Robin Wyn Williams took control (75–100% of shares)

Companies House

1 March 2016

  • Became an appointed representative

FCA register

4 February 2016

  • Incorporated at Companies House
  • Robin Wyn Williams appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Robin Williams Financial Planning

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

In the Llandudno (LL) postcode area

75point3 Financial Planning LLPColwyn BayAppointed representative75point3@williamsdenton LtdColwyn BayAppointed representativeAdam James Financial Solutions LimitedWrexhamAppointed representativeAntony David EarleyAppointed representativeAscent Financial Planning LimitedSt. AsaphAppointed representativeBruce & Associates Wealth Management LtdColwyn BayAppointed 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 Robin Williams Financial Planning

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 8 years of accounts, charted
  • All 4 events in its history

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Frequently asked questions about this firm

Is Robin Williams Financial Planning Ltd FCA authorised?
Robin Williams Financial Planning Ltd (FRN 738848) 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 Robin Williams Financial Planning?
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. Robin Williams Financial Planning Ltd (FRN 738848) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Robin Williams Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Robin Williams Financial Planning, 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 Robin Williams Financial Planning’s phone number and website?
The FCA register lists the phone number 07887 842404 and the website rwfinancialplanning.cymru for Robin Williams Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Robin Williams Financial Planning a scam or clone?
Robin Williams Financial Planning 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 Robin Williams Financial Planning?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Robin Williams Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Robin Williams Financial Planning?
Companies House lists one person with significant control of Robin Williams Financial Planning: Mr Robin Wyn Williams (75–100% of shares).
Who runs Robin Williams Financial Planning?
Companies House lists one director of Robin Williams Financial Planning: Robin Wyn Williams.
How long has Robin Williams Financial Planning been in business?
The company was formed on 4 February 2016.
What do Robin Williams Financial Planning’s latest accounts show?
Its latest accounts, to 31 May 2026, show total equity of £751 (−80% from £3,770).

Sources and links

The full report on Robin Williams Financial Planning Ltd

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