The Bishop Wheeler Catholic Academy Trust

Reference number: 961064

Instant download

Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

SME HCI Limited Reference number: 626422 Authorised 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.
  • The Bishop Wheeler Catholic Academy Trust (FRN 961064) introduces customers to SME HCI Limited (FRN 626422). Any regulated advice or arranging is done by the principal, not The Bishop Wheeler Catholic Academy Trust.
  • Example: if The Bishop Wheeler Catholic Academy Trust refers you to a financial adviser, the advice should come from the principal firm, not from The Bishop Wheeler Catholic Academy Trust 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.

In the full report: 3 background checks

  • When bishopwheelercatholicacademytrust.org first appeared online, and whether it can receive email
  • What kind of line 01943 883000 is
  • Who else gives the postcode LS29 6AE
Instant PDF download

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through SME HCI 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
08399801
Company status
Active
Company type
Private company limited by guarantee
Incorporated
12 February 2013 (13 years old)
Registered office
The Bishop Wheeler Catholic Academy Trust Bradford Road, Menston, Ilkley, West Yorkshire, LS29 6AE, England
Nature of business
  • Pre-primary education (SIC 85100)
  • Primary education (SIC 85200)
  • General secondary education (SIC 85310)

Directors and company secretaries

Name Role Born Appointed Other companies
Helen Louise Mills Director Jun 1965 8 Jan 2021 2 other companies
John Howard Barnes Director Aug 1953 17 Apr 2023 3 other companies
Kerry Kurczij Director Dec 1980 1 Sep 2023 None
Shaun Leonard Vickers Director Mar 1957 15 Nov 2024 2 other companies
Duncan Jonathan Martin Director Oct 1967 15 Nov 2024 4 other companies
Sarah Martin Director Dec 1972 15 Nov 2024 3 other companies
Ian Michael Legg Director Jan 1964 24 Jun 2025 1 other company
Jack Clarke Director Dec 1965 9 Sep 2025 None
Aoibheann Mary Kelly-Edwards Director Aug 1978 5 Mar 2026 None
Caroline Handley Director May 1977 1 Sep 2026 1 other company
Spencer Bentley Director Nov 1987 14 Sep 2026 2 other companies
Simon Robert Mccudden Director Oct 1960 20 Oct 2026 3 other companies
Jemma Johnson Secretary Not published 6 Sep 2020 –

Other companies run by these 12 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
19
closed down
8
run together
1

In the full report: all 19 companies, named

  • What each company does, and whether it is still trading
  • Which of these 12 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 12 directors run together
  • All 42 people who have ever been directors, with their dates
Instant PDF download

Key dates in its history

This firm’s history from the FCA register and Companies House, newest first.

Key events (12) All events (84)

2025

14 January 2025

  • Monsignor Paul Frederick Fisher no longer has significant control
  • Monsignor Paul Grogan no longer has significant control
  • Rt Rev Marcus Nigel Ralph Stock no longer has significant control

Companies House

2023

1 September 2023

  • Monsignor Paul Grogan gained significant control

Companies House

31 August 2023

  • Very Rev Canon Timothy Swinglehurst no longer has significant control

Companies House

2021

22 October 2021

  • Became an introducer appointed representative

FCA register

2017

17 January 2017

  • Caroline Mary Elizabeth Hyde no longer has significant control
  • Monsignor Paul Frederick Fisher gained significant control

Companies House

2016

6 April 2016

  • Caroline Mary Elizabeth Hyde gained significant control
  • Rt Rev Marcus Nigel Ralph Stock gained significant control
  • Very Rev Canon Timothy Swinglehurst gained significant control

Companies House

2013

12 February 2013

  • Incorporated at Companies House

Companies House

In the full report: all 84 events

  • All 84 events in its history (12 shown here)
  • Every director appointment and resignation: 72
Instant PDF download

Get the full report on this firm

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

  • 19 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 84 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is The Bishop Wheeler Catholic Academy Trust FCA authorised?
The Bishop Wheeler Catholic Academy Trust (FRN 961064) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for The Bishop Wheeler Catholic Academy Trust?
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. The Bishop Wheeler Catholic Academy Trust (FRN 961064) introduces customers to SME HCI Limited (FRN 626422). Any regulated advice or arranging is done by the principal, not The Bishop Wheeler Catholic Academy Trust. Example: if The Bishop Wheeler Catholic Academy Trust refers you to a financial adviser, the advice should come from the principal firm, not from The Bishop Wheeler Catholic Academy Trust 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.
What is The Bishop Wheeler Catholic Academy Trust’s phone number and website?
The FCA register lists the phone number 01943 883000 and the website bishopwheelercatholicacademytrust.org for The Bishop Wheeler Catholic Academy Trust. If you were given different contact details, use these to check with the firm before going any further.
Is The Bishop Wheeler Catholic Academy Trust a scam or clone?
The Bishop Wheeler Catholic Academy Trust 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 The Bishop Wheeler Catholic Academy Trust?
Protection works through SME HCI Limited, the principal firm responsible for The Bishop Wheeler Catholic Academy Trust's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns The Bishop Wheeler Catholic Academy Trust?
Companies House lists one person with significant control of The Bishop Wheeler Catholic Academy Trust: Rt Rev Marcus Nigel Ralph Stock (can appoint and remove the board). Before that, it was controlled by Very Rev Canon Timothy Swinglehurst, Mrs Caroline Mary Elizabeth Hyde and Monsignor Paul Grogan.
Who runs The Bishop Wheeler Catholic Academy Trust?
Companies House lists 12 directors of The Bishop Wheeler Catholic Academy Trust: Helen Louise Mills, John Howard Barnes, Kerry Kurczij, Shaun Leonard Vickers, Duncan Jonathan Martin, Sarah Martin and 6 more.
How long has The Bishop Wheeler Catholic Academy Trust been in business?
The company was formed on 12 February 2013.

Sources and links

The full report on The Bishop Wheeler Catholic Academy Trust

£19.99 · Instant PDF download

Loading secure checkout…