The Jon & Julia Wooller Partnership

Reference number: 214974

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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.
  • The Jon & Julia Wooller Partnership (FRN 214974) is an AR of Openwork Limited (FRN 408285). When you use The Jon & Julia Wooller Partnership's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from The Jon & Julia Wooller Partnership, 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.

  • No website on the FCA register

  • Phone number

    029 2061 3521

  • Address

    31 Wenallt Road, Cardiff, South Glamorgan, CF14 6SB, United Kingdom

In the full report: 2 background checks

  • What kind of line 029 2061 3521 is
  • Who else gives the postcode CF14 6SB
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Other names (3)

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

  • Jon Wooller Trading name: A name it trades under now.
  • Jonathan Huw Wooller Former name: A name it was registered under before.
  • Jonathan Huw Wooller and Julia Wooller Former name: A name it was registered under before.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Openwork 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.

Key dates in its history

The Jon & Julia Wooller Partnership’s history from the FCA register and Companies House, newest first.

2024

22 November 2024

  • Changed its registered name from "Jonathan Huw Wooller"

FCA register

2013

28 March 2013

  • Changed its registered name from "Jon Wooller"

FCA register

2007

22 October 2007

  • Changed its registered name from "Jonathan Huw Wooller and Julia Wooller"

FCA register

30 January 2007

  • Began trading as "Jon Wooller"

FCA register

2002

11 July 2002

  • Became an appointed representative

FCA register

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

Firms connected to The Jon & Julia Wooller Partnership

Other FCA-listed firms that share a director, phone number or address with The Jon & Julia Wooller Partnership. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like The Jon & Julia Wooller Partnership

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

In Cardiff

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 The Jon & Julia Wooller Partnership

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

  • 2 background checks on its contact details
  • All 5 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is The Jon & Julia Wooller Partnership FCA authorised?
The Jon & Julia Wooller Partnership (FRN 214974) 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 The Jon & Julia Wooller Partnership?
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. The Jon & Julia Wooller Partnership (FRN 214974) is an AR of Openwork Limited (FRN 408285). When you use The Jon & Julia Wooller Partnership's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from The Jon & Julia Wooller Partnership, 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 The Jon & Julia Wooller Partnership’s phone number?
The FCA register lists the phone number 029 2061 3521 for The Jon & Julia Wooller Partnership. If you were given different contact details, use these to check with the firm before going any further.
Is The Jon & Julia Wooller Partnership a scam or clone?
The Jon & Julia Wooller Partnership 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 Jon & Julia Wooller Partnership?
Protection works through Openwork Limited, the principal firm responsible for The Jon & Julia Wooller Partnership's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does The Jon & Julia Wooller Partnership use any other names?
It trades as Jon Wooller. It has previously used 2 other names: Jonathan Huw Wooller and Jonathan Huw Wooller and Julia Wooller.

Sources and links

The full report on The Jon & Julia Wooller Partnership

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