The Society of Will Writers and Estate Planning Practitioners

Reference number: 499688

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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

MARSH LIMITED Reference number: 307511 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 Society of Will Writers and Estate Planning Practitioners (FRN 499688) introduces customers to MARSH LIMITED (FRN 307511). Any regulated advice or arranging is done by the principal, not The Society of Will Writers and Estate Planning Practitioners.
  • Example: if The Society of Will Writers and Estate Planning Practitioners refers you to a financial adviser, the advice should come from the principal firm, not from The Society of Will Writers and Estate Planning Practitioners 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 willwriters.com first appeared online, and whether it can receive email
  • What kind of line 01522 687888 is
  • Who else gives the postcode LN6 3LQ
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Other names (2)

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

  • Society of Will Writers & Estate Planners Former name
  • Society of Will Writers & Estate Planning Practitioners Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Marsh 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
02918900
Company status
Active
Company type
Private company limited by guarantee
Incorporated
14 April 1994 (32 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Activities of professional membership organisations (SIC 94120)

Directors and company secretaries

Name Role Born Appointed Other companies
Anthony Belcher Director Jul 1994 1 Nov 2019 3 other companies
Siobhan Rattigan-Smith Director Feb 1992 1 Oct 2021 1 other company
Paula Brenda Mcmillan Secretary Not published 1 Feb 2001 –

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 companies
3
still active
3
run together
1

In the full report: all 3 companies, 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 11 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2025Micro-entity accountsNot audited

Net assets

£167k

+20% from £140k

Employees (average)

12

Same as 12

Owed within a year

£43.2k

+44% from £30.0k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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 02918900. 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

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

Key events (8) All events (26)

2023

14 April 2023

  • Anthony Belcher gained significant control
  • Brian McMillan gave up control

Companies House

2017

14 April 2017

  • Brian McMillan took control (75–100% of shares)

Companies House

16 March 2017

  • Changed its registered name from "Society of Will Writers & Estate Planning Practitioners"

FCA register

2010

20 April 2010

  • Changed its registered name from "Society of Will Writers & Estate Planners"

FCA register

2009

20 April 2009

  • Became an introducer appointed representative

FCA register

1996

1 May 1996

  • Board replaced: both directors left and 2 new directors took over

Companies House

1994

14 April 1994

  • Incorporated at Companies House

Companies House

In the full report: all 26 events

  • All 26 events in its history (8 shown here)
  • Every director appointment and resignation: 18
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Connected firms

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

connected firm
1
no longer authorised
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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Similar firms

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

In Lincoln

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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 this firm

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 26 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is The Society of Will Writers and Estate Planning Practitioners FCA authorised?
The Society of Will Writers and Estate Planning Practitioners (FRN 499688) 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 Society of Will Writers and Estate Planning Practitioners?
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 Society of Will Writers and Estate Planning Practitioners (FRN 499688) introduces customers to MARSH LIMITED (FRN 307511). Any regulated advice or arranging is done by the principal, not The Society of Will Writers and Estate Planning Practitioners. Example: if The Society of Will Writers and Estate Planning Practitioners refers you to a financial adviser, the advice should come from the principal firm, not from The Society of Will Writers and Estate Planning Practitioners 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 Society of Will Writers and Estate Planning Practitioners’ phone number and website?
The FCA register lists the phone number 01522 687888 and the website willwriters.com for The Society of Will Writers and Estate Planning Practitioners. If you were given different contact details, use these to check with the firm before going any further.
Is The Society of Will Writers and Estate Planning Practitioners a scam or clone?
The Society of Will Writers and Estate Planning Practitioners 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 Society of Will Writers and Estate Planning Practitioners?
Protection works through Marsh Limited, the principal firm responsible for The Society of Will Writers and Estate Planning Practitioners's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns The Society of Will Writers and Estate Planning Practitioners?
Companies House lists one person with significant control of The Society of Will Writers and Estate Planning Practitioners: Mr Anthony Belcher (significant influence or control). Before that, it was controlled by Mr Brian McMillan.
Who runs The Society of Will Writers and Estate Planning Practitioners?
Companies House lists 2 directors of The Society of Will Writers and Estate Planning Practitioners: Anthony Belcher and Siobhan Rattigan-Smith.
How long has The Society of Will Writers and Estate Planning Practitioners been in business?
The company was formed on 14 April 1994.
What do The Society of Will Writers and Estate Planning Practitioners’ latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £167k (+20% from £140k).
Does The Society of Will Writers and Estate Planning Practitioners use any other names?
It has previously used 2 other names: Society of Will Writers & Estate Planners and Society of Will Writers & Estate Planning Practitioners.

Sources and links

The full report on The Society of Will Writers and Estate Planning Practitioners

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