Walters FS Ltd

Reference number: 566518

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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.
  • Walters FS Ltd (FRN 566518) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Walters FS's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Walters FS, 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 waltersfs.com first appeared online, and whether it can receive email
  • What kind of line 07830 155627 is, and the other firm that gives it
  • Who else gives the postcode CF23 9HU
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Other names (2)

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

  • Walters Financial Services Trading name
  • Jason Walters Former name

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
08328602
Company status
Active
Company type
Private limited company
Incorporated
12 December 2012 (13 years old)
Registered office
133 Carisbrooke Way, Cyncoed, Cardiff, CF23 9HU
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Jason Michael Walters Director Dec 1969 12 Dec 2012 1 other company

Other companies run by its director

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 company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£161k

+24% from £130k

Cash at bank

£173k

+15% from £150k

Employees (average)

2

Same as 2

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 08328602. 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

Walters FS’s history from the FCA register and Companies House, newest first.

Key events (6) All events (10)

2020

1 April 2020

  • Leanne Walters stopped being a part-owner

Companies House

2016

6 April 2016

  • Jason Michael Walters took control (75–100% of shares)
  • Leanne Walters became a part-owner (25–50% of shares)

Companies House

2013

18 March 2013

  • Changed its registered name from "Jason Walters"

FCA register

2012

12 December 2012

  • Incorporated at Companies House

Companies House

2011

13 October 2011

  • Became an appointed representative

FCA register

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Walters FS

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

connected firm
1
share its phone number
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Walters FS

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

In Cardiff

Abram Partnership LtdCardiffAppointed representativeAdam Hughes Wealth Management LtdCardiffAppointed representativeAndrew PrattCardiffAppointed representativeAndrew VarleyCardiffAppointed representativeBen PerkinsCardiffAppointed representativeBen StringerCardiffAppointed 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 Walters FS

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 10 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Walters FS Ltd FCA authorised?
Walters FS Ltd (FRN 566518) 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 Walters FS?
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. Walters FS Ltd (FRN 566518) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Walters FS's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Walters FS, 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 Walters FS’ phone number and website?
The FCA register lists the phone number 07830 155627 and the website waltersfs.com for Walters FS. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Walters FS a scam or clone?
Walters FS 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 Walters FS?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Walters FS's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Walters FS?
Companies House lists one person with significant control of Walters FS: Mr Jason Michael Walters (75–100% of shares). Before that, it was controlled by Mrs Leanne Walters.
Who runs Walters FS?
Companies House lists one director of Walters FS: Jason Michael Walters.
How long has Walters FS been in business?
The company was formed on 12 December 2012.
What do Walters FS’ latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £161k (+24% from £130k) and cash at bank of £173k (+15% from £150k).
Does Walters FS use any other names?
It trades as Walters Financial Services. It has previously used the name Jason Walters.

Sources and links

The full report on Walters FS Ltd

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