WB Financial Management Ltd

Reference number: 218754

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

Corbel Partners Limited Reference number: 429142 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.
  • WB Financial Management Ltd (FRN 218754) is an AR of Corbel Partners Limited (FRN 429142). When you use WB Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from WB Financial Management, 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 wbfinancialmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01925 210000 is
  • Who else gives the postcode WA4 2QL
Instant PDF download
Other names (1)

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

  • Grosvenor Boaden Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Corbel Partners 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 name
WB FINANCIAL MANAGEMENT LIMITED
Company number
04489471
Company status
Active
Company type
Private limited company
Incorporated
18 July 2002 (24 years old)
Registered office
207 Knutsford Road, Grappenhall, Warrington, Cheshire, WA4 2QL
Nature of business
  • Other service activities not elsewhere classified (SIC 96090)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Heath Director Jul 1973 1 May 2008 12 other companies
David Anthony O'Hara Director Jul 1969 1 May 2008 10 other companies
Kevin Walker Director Jul 1961 1 May 2008 20 other companies
Kevin Walker Secretary Not published 10 Sep 2004 20 other companies

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
36
closed down
19
are FCA-registered
6

In the full report: all 36 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 6 on the FCA register
  • The 6 companies these 3 directors run together
  • All 6 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 30 September 2025Abridged accountsNot audited

Total equity

£8,445

−59% from £20.5k

Cash at bank

£16.3k

−38% from £26.2k

Employees (average)

6

Same as 6

Owed within a year

£9,245

+60% from £5,763

Total equity

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
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 04489471. 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

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

Key events (8) All events (17)

2021

6 April 2021

  • Helen Claire Begley stopped being a part-owner
  • Walker Begley Ltd became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Corbel Partners Limited became a part-owner (25–50% of shares)
  • Helen Claire Begley became a part-owner (25–50% of shares)

Companies House

2008

30 April 2008

  • Board replaced: its only director left and 5 new directors took over

Companies House

2004

20 October 2004

  • Changed its registered name from "Grosvenor Boaden Ltd"

FCA register

2002

12 September 2002

  • Became an appointed representative

FCA register

18 July 2002

  • 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: 9
Instant PDF download

Firms connected to WB Financial Management

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

connected firms
8
share a director
5
share its postcode
3

In the full report: all 8 connected firms, named

  • How each is linked: shared directors (5), the same postcode (3)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
Instant PDF download

Firms like WB Financial Management

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

In Warrington

123-Wealth LtdWarringtonAppointed representativeBright FS LimitedWarringtonAppointed representativeCheshire Wealth Partnership LimitedWarringtonAppointed representativeClearview Wealth Planning LimitedWarringtonAppointed representativeDJB Wealth Management LtdWarringtonAppointed representativeEfinity Wealth LimitedWarringtonAppointed 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 WB Financial Management

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

  • 36 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 17 events in its history
  • 8 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is WB Financial Management Ltd FCA authorised?
WB Financial Management Ltd (FRN 218754) 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 WB Financial Management?
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. WB Financial Management Ltd (FRN 218754) is an AR of Corbel Partners Limited (FRN 429142). When you use WB Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from WB Financial Management, 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 WB Financial Management’s phone number and website?
The FCA register lists the phone number 01925 210000 and the website wbfinancialmanagement.co.uk for WB Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is WB Financial Management a scam or clone?
WB Financial 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 WB Financial Management?
Protection works through Corbel Partners Limited, the principal firm responsible for WB Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns WB Financial Management?
Companies House lists 2 people with significant control of WB Financial Management: Walker Begley Ltd (25–50% of shares) and Corbel Partners Limited (25–50% of shares). Before that, it was controlled by Mrs Helen Claire Begley.
Who runs WB Financial Management?
Companies House lists 3 directors of WB Financial Management: Paul Heath, David Anthony O'Hara and Kevin Walker.
How long has WB Financial Management been in business?
The company was formed on 18 July 2002.
What do WB Financial Management’s latest accounts show?
Its latest accounts, to 30 September 2025, show total equity of £8,445 (−59% from £20.5k) and cash at bank of £16.3k (−38% from £26.2k).
Does WB Financial Management use any other names?
It has previously used the name Grosvenor Boaden Ltd.

Sources and links

The full report on WB Financial Management Ltd

£19.99 · Instant PDF download

Loading secure checkout…