Walton Financial Solutions Ltd

Reference number: 925521

Instant download

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

Openwork Limited Reference number: 408285 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.
  • Walton Financial Solutions Ltd (FRN 925521) is an AR of Openwork Limited (FRN 408285). When you use Walton Financial Solutions's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Walton Financial Solutions, 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

    0161 303 7178

  • Address

    122 Mottram Road, Stalybridge, Greater Manchester, SK15 2QU, United Kingdom

In the full report: 2 background checks

  • What kind of line 0161 303 7178 is
  • Who else gives the postcode SK15 2QU
Instant PDF download
Other names (6)

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

  • em4mortgages Trading name
  • Glenbury Financial Solutions Trading name
  • J K Financial Solutions Trading name
  • Orbit Financial Services Trading name
  • Walton Commercial Finance Trading name
  • Orbit Wealth Management Former trading name

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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
12558631
Company status
Active
Company type
Private limited company
Incorporated
16 April 2020 (6 years old)
Registered office
122 Mottram Road, Stalybridge, SK15 2QU, England
Nature of business
  • Other service activities not elsewhere classified (SIC 96090)

Directors and company secretaries

Name Role Born Appointed Other companies
David John Walton Director Sep 1964 16 Apr 2020 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
is FCA-registered
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
  • The one on the FCA register
Instant PDF download

Filed accounts and finances

Year to 30 April 2025Small company accountsNot audited

Net assets

£767

Up £20.2k from −£19.5k

Cash at bank

£9,251

+20% from £7,694

Employees (average)

2

+100% from 1

Owed within a year

£26.7k

−29% from £37.5k

Net assets

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 12558631. 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

Walton Financial Solutions’s history from the FCA register and Companies House, newest first.

Key events (3) All events (11)

2020

1 May 2020

  • Became an appointed representative

FCA register

16 April 2020

  • Incorporated at Companies House
  • David John Walton took control (75–100% of shares)

Companies House

In the full report: all 11 events

  • All 11 events in its history (3 shown here)
  • Every director appointment and resignation: 1
Instant PDF download

Firms connected to Walton Financial Solutions

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
Instant PDF download

Firms like Walton Financial Solutions

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

In Stalybridge

Carl LeonardStalybridgeAppointed representativeFalcon Wealth Management LtdStalybridgeAppointed representativeGJS Wealth Management LtdStalybridgeAuthorisedO'Brien Associates LimitedStalybridgeAuthorised

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 Walton Financial Solutions

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
  • 2 background checks on its contact details
  • 5 years of accounts, charted
  • All 11 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Walton Financial Solutions Ltd FCA authorised?
Walton Financial Solutions Ltd (FRN 925521) 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 Walton Financial Solutions?
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. Walton Financial Solutions Ltd (FRN 925521) is an AR of Openwork Limited (FRN 408285). When you use Walton Financial Solutions's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Walton Financial Solutions, 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 Walton Financial Solutions’ phone number?
The FCA register lists the phone number 0161 303 7178 for Walton Financial Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Walton Financial Solutions a scam or clone?
Walton Financial Solutions 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 Walton Financial Solutions?
Protection works through Openwork Limited, the principal firm responsible for Walton Financial Solutions's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Walton Financial Solutions?
Companies House lists one person with significant control of Walton Financial Solutions: Mr David John Walton (75–100% of shares).
Who runs Walton Financial Solutions?
Companies House lists one director of Walton Financial Solutions: David John Walton.
How long has Walton Financial Solutions been in business?
The company was formed on 16 April 2020.
What do Walton Financial Solutions’ latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £767 (up £20.2k from −£19.5k) and cash at bank of £9,251 (+20% from £7,694).
Does Walton Financial Solutions use any other names?
It trades as em4mortgages, Glenbury Financial Solutions, J K Financial Solutions, Orbit Financial Services and Walton Commercial Finance. It has previously used the name Orbit Wealth Management.

Sources and links

The full report on Walton Financial Solutions Ltd

£19.99 · Instant PDF download

Loading secure checkout…