Townends Wealth Management Limited

Reference number: 994538

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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 townendswealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01405 720559 is
  • Who else gives the postcode DN14 5DU
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

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
05197895
Company status
Active
Company type
Private limited company
Incorporated
5 August 2004 (22 years old)
Registered office
6 Carlisle Street, Goole, North Humberside, DN14 5DU
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Adrian Carroll Director Jun 1958 5 Nov 2004 None
John Philip Shand Director Apr 1955 5 Nov 2004 7 other companies
Jeffrey Williamson Director Feb 1968 5 Nov 2004 6 other companies
Paul Antony Moutrey Director Jul 1966 18 Jun 2007 None
Adam Cooper Director Dec 1979 6 Oct 2021 5 other companies

Other companies run by these 5 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
10
closed down
2
run together
5

In the full report: all 10 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 5 companies these 5 directors run together
  • All 13 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Total equity

£189k

No earlier figure to compare

Cash at bank

£283k

No earlier figure to compare

Employees (average)

5

No earlier figure to compare

Owed within a year

£143k

No earlier figure to compare

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 05197895. 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

Townends Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (4) All events (25)

2023

1 December 2023

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2016

6 April 2016

  • Townends Accountants LLP took control (75–100% of shares)

Companies House

2004

5 August 2004

  • Incorporated at Companies House

Companies House

In the full report: all 25 events

  • All 25 events in its history (4 shown here)
  • Every director appointment and resignation: 19
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Firms like Townends Wealth Management

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

In Goole

Christison and Rowland LLPGooleAuthorisedPhoenix Financial Planning LimitedGooleAuthorisedJones Cooper LimitedGooleAppointed representativeMark SidlowGooleAppointed representativeMichael BottomleyGooleAppointed 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 Townends Wealth Management

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

  • 10 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 25 events in its history

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Frequently asked questions about this firm

Is Townends Wealth Management Limited FCA authorised?
Yes, Townends Wealth Management Limited (FRN 994538) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2023 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Townends Wealth Management’s phone number and website?
The FCA register lists the phone number 01405 720559 and the website townendswealth.co.uk for Townends Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Townends Wealth Management a scam or clone?
Townends Wealth Management 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 Townends Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Townends Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Townends Wealth Management?
Townends Wealth Management is owned by Townends Accountants LLP, which holds 75–100% of shares, 75–100% of votes, can appoint and remove the board and significant influence or control, since 6 April 2016.
Who runs Townends Wealth Management?
Companies House lists 5 directors of Townends Wealth Management: Adrian Carroll, John Philip Shand, Jeffrey Williamson, Paul Antony Moutrey and Adam Cooper.
How long has Townends Wealth Management been in business?
The company was formed on 5 August 2004, and has held its current FCA authorisation since December 2023.
What do Townends Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show total equity of £189k (no earlier figure to compare) and cash at bank of £283k (no earlier figure to compare).

Sources and links

The full report on Townends Wealth Management Limited

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