WDS Wealth Management Ltd
Reference number: 112543
Instant download
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.
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Phone number
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Address
Lawrence House, James Nicolson Link, Clifton Moor, York, North Yorkshire, YO30 4WG, United Kingdom
In the full report: 3 background checks
- When walterdawson.co.uk first appeared online, and whether it can receive email
- What kind of line 01904 692949 is
- Who else gives the postcode YO30 4WG
Other names (2)
If you were contacted under any of these names, it is this firm.
- David Newton & Co Limited Former name: A name it was registered under before.
- davidnewton Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Credit Broking
- Making arrangements with a view to transactions in investments
Limits on what they may do
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Must not establish etc. UCIS with DERIVATIVES
The firm must not establish, operate or wind up an Unregulated Collective Investment Scheme in relation to DERIVATIVES
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Only rights to/interests in permitted investments
The firm may carry on a REGULATED ACTIVITY in relation to rights to or interests in investments only where those investments are themselves of a type permitted for that REGULATED ACTIVITY
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Not to act as Broker Fund Adviser
The firm must not operate as a BROKER FUND ADVISER
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May hold/control client money if rebated commission
The general requirement not to hold or control CLIENT MONEY does not apply if the CLIENT MONEY arises from an agreement under which commission is rebated to the client.
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Regulated activities incidental only.
The firm must not carry on the specified REGULATED ACTIVITIES otherwise than in an incidental manner in the course of the provision by it of professional services (that is, services which do not consist of REGULATED ACTIVITIES)
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
- 03912406 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 24 January 2000 (26 years old)
- Registered office
- 1 Valley Court, Canal Road, Bradford, BD1 4SP, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
- Other activities auxiliary to insurance and pension funding (SIC 66290)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Neil Stephen Blann | Director | Sep 1971 | 1 Oct 2013 | 4 other companies |
| John Richard Hall | Director | Mar 1968 | 28 Feb 2020 | 2 other companies |
| Jack Hewitson | Director | Mar 1993 | 6 Jan 2025 | None |
| Julie Anne Young | Director | Mar 1982 | 6 Jan 2025 | 2 other companies |
Other companies run by these 4 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
- 7
- closed down
- 4
- run together
- 1
In the full report: all 7 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 1 company these 4 directors run together
- All 8 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
£176k
+56% from £113k
Employees (average)
8
+60% from 5
Owed within a year
£166k
+46% from £114k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2020 to 2025
- The chart, over every year
- Every filed figure, year by year
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 03912406. 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
WDS Wealth Management’s history from the FCA register and Companies House, newest first.
2023
10 April 2023
- Neil Stephen Blann became a part-owner (25–50% of shares)
Companies House
2020
19 May 2020
- Changed its registered name from "David Newton & Co Limited"
FCA register
28 February 2020
- James David Newton stopped being the majority owner
- Wds Accountants Limited became the majority owner (50–75% of shares)
Companies House
2016
6 April 2016
- James David Newton became the majority owner (50–75% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2002
22 March 2002
- FCA imposed a requirement (May hold/control client money if rebated commission)
- FCA imposed a requirement (Must not establish etc. UCIS with DERIVATIVES)
- FCA imposed a requirement (Not to act as Broker Fund Adviser)
- FCA imposed a requirement (Only rights to/interests in permitted investments)
- FCA imposed a requirement (Regulated activities incidental only.)
FCA register
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
2000
24 January 2000
- Incorporated at Companies House
Companies House
1988
29 April 1988
- Supervised by The Association of Chartered Certified Accountants from this date
FCA register
In the full report: all 29 events
- All 29 events in its history (15 shown here)
- Every director appointment and resignation: 10
Firms connected to WDS Wealth Management
Other FCA-listed firms that share a director, phone number or address with WDS Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like WDS Wealth Management
Other firms of the same type (financial adviser), nearest first.
In York
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 WDS Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 7 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 29 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk