Waymark Financial Limited

Reference number: 1049814

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Authorised by the FCA

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

This company holds another FCA record

A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.

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, 2 things worth a closer look

  • When waymarkfinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 3427 3205 is
  • Whether EC3M 7AT is a shared office: 34 other firms give it
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Other names (1)

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

  • Waymark Trading name

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.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (5 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
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Voluntary application for imposition of requirements wef 01/10/26
    1. The Firm must follow the terms of a Deed Poll executed by it dated 27 July 26 (the “Deed Poll”) in relation to specified clients and past business of Waymark Financial Ltd (FRN 562562), Appointed Representatives of Parallel Lines - The Advisor Collective Ltd (FRN 967228) listed in an Annex to the Deed Poll. Under this Deed Poll, the Firm has accepted liability and responsibility in relation to certain regulated activities and services previously carried on by Waymark Financial Ltd (FRN 562562) whilst operating as an Appointed Representative. The full details of the acceptance of liability and responsibility by the Firm is set out in the Deed Poll. 2. The Firm will only onboard or otherwise advise additional clients currently or formerly advised by Waymark Financial Ltd (FRN 562562) other than those set out in the Deed Poll (the “Additional Client(s)”) with the FCA’s prior written consent. 3. The Firm will, if the FCA gives such prior written consent, amend the Deed Poll to include the name(s) and detail(s) of all Additional Client(s) to those set out in the Annex to the original Deed Poll. The amended Deed Poll must be re-executed prior to the Firm engaging in any business with or for such Additional Client(s). 4. The Firm must not engage with, contact, advise, or otherwise communicate with any former clients of Waymark Financial Ltd (FRN 562562), nor facilitate, enter into, or be party to any arrangement or agreement for the transfer, assignment, or movement of such clients (including, for the avoidance of doubt, any Additional Client(s)), whether by gift, sale, or otherwise, unless the FCA has provided prior written consent. 5. The Firm must maintain professional indemnity insurance to cover claims in respect of the specified clients and past business of Waymark Financial Ltd (FRN 562562), as set out in the Deed Poll, including for the avoidance of doubt, any Additional Client(s). 6. The Firm must not cancel or replace any professional indemnity insurance policy without first providing the FCA with the proposed replacement and allowing 28 days for objection. 7. The Firm must provide evidence of compliance with these Requirements upon FCA request. 8. The Requirements in this application are to take effect immediately upon the Firm becoming Part 4A authorised and upon their acceptance by the FCA, as notified to the Firm via email. 9. The Requirements herein will remain in effect until such time as the FCA provides to the Firm its written consent to vary or rescind the requirements in part or in full (whether upon application by the Firm or on the FCA’s own initiative).

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
07700260
Company status
Active
Company type
Private limited company
Incorporated
11 July 2011 (15 years old)
Registered office
34 Lime Street, London, EC3M 7AT, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Avril Sara Davis Director Jun 1954 11 Jul 2011 6 other companies
Jonathan Dean Attenborough Director Dec 1989 1 Dec 2022 2 other companies
Tina Soskind Director Oct 1969 1 Dec 2022 None

Other companies run by these 3 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
6
still active
6
is FCA-registered
1

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 2 companies these 3 directors run together
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 July 2026Small company accountsNot audited

Net assets

£274k

<1% from £273k

Cash at bank

£274k

No earlier figure to compare

Employees (average)

7

Same as 7

Owed within a year

£17.3k

−28% from £24.2k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 07700260. 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

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

Key events (8) All events (17)

2026

1 October 2026

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Voluntary application for imposition of requirements wef 01/10/26)
  • Became authorised by the FCA

FCA register

2025

18 December 2025

  • Avril Sara Davis became a part-owner (25–50% of shares)
  • Jonathan Attenborough became the majority owner (50–75% of shares)
  • Mark Anthony Wilson gave up control

Companies House

2016

6 April 2016

  • Mark Anthony Wilson took control (50–75% of shares)

Companies House

2011

11 July 2011

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (8 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Waymark Financial

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

connected firm
1
share a director
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Waymark Financial

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

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

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 Waymark Financial

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details, 2 flagged
  • 7 years of accounts, charted
  • All 17 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Waymark Financial Limited FCA authorised?
Yes, Waymark Financial Limited (FRN 1049814) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2026 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Waymark Financial’s phone number and website?
The FCA register lists the phone number 020 3427 3205 and the website waymarkfinancial.co.uk for Waymark Financial. If you were given different contact details, use these to check with the firm before going any further.
Is Waymark Financial a scam or clone?
Waymark Financial 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 Waymark Financial?
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 Waymark Financial to the Financial Ombudsman Service, free of charge.
Who owns Waymark Financial?
Companies House lists 2 people with significant control of Waymark Financial: Mr Jonathan Attenborough (50–75% of shares) and Mrs Avril Sara Davis (25–50% of shares). Before that, it was controlled by Mr Mark Anthony Wilson.
Who runs Waymark Financial?
Companies House lists 3 directors of Waymark Financial: Avril Sara Davis, Jonathan Dean Attenborough and Tina Soskind.
How long has Waymark Financial been in business?
The company was formed on 11 July 2011, and has held its current FCA authorisation since October 2026.
What do Waymark Financial’s latest accounts show?
Its latest accounts, to 31 July 2026, show net assets of £274k (<1% from £273k) and cash at bank of £274k (no earlier figure to compare).
Does Waymark Financial use any other names?
It trades as Waymark.

Sources and links

The full report on Waymark Financial Limited

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