Wellesley Financial Services Limited: FCA regulated?

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.

Appointed for under a year
Protected through the principal
No FCA actions
Active company since 2026
Its phone number is also given by a firm that is no longer authorised
One of its directors is also a director of a firm that is no longer authorised

Responsible principal firm

Soderberg & Partners Financial Planning Limited Reference number: 671601 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.
Wellesley Financial Services Limited (FRN 1056067) is an AR of Soderberg & Partners Financial Planning Limited (FRN 671601). When you use Wellesley Financial Services's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Wellesley Financial Services, 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

01444 244551

Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.
Address

Wellesley House, 50 Victoria Road, Burgess Hill, West Sussex, RH15 9LH, United Kingdom

In the full report: 2 background checks

What kind of line 01444 244551 is, and the other firm that gives it
Who else gives the postcode RH15 9LH

Other names (2)

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

Wellesley Trading name: A name it trades under now.
W Financial Services Limited Former name: A name it was registered under before.

FCA permissions and consumer protection

Protection through the principal firm
Protection works through Soderberg & Partners Financial Planning 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: 17030726 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 12 February 2026 (less than a year old)
Registered office: Henwood House, Henwood, Ashford, Kent, TN24 8DH, United Kingdom
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Courteney Mary Richardson	Director	Oct 1987	12 Feb 2026	1 other company
Shaun Michael Burke Terson	Director	Feb 1989	12 Feb 2026	2 other companies
Antony James Hannigan	Director	Jun 1960	3 Jul 2026	13 other companies
Karl Magnus Wikner	Director	Sep 1971	3 Jul 2026	None

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: 15
closed down: 1
are FCA-registered: 3

In the full report: all 15 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 3 on the FCA register, including one no longer authorised
The 1 company these 4 directors run together

Key dates in its history

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

Key events (9) All events (14)

2026

10 July 2026

Changed its registered name from "W Financial Services Limited"

FCA register

18 June 2026

Antony James Hannigan became a part-owner (25–50% of shares)
Courteney Mary Richardson stopped being a part-owner
Lisa Jane Hannigan became a part-owner (25–50% of shares)
Shaun Michael Burke Terson stopped being the majority owner

Companies House

2 June 2026

Became an appointed representative

FCA register

12 February 2026

Incorporated at Companies House
Courteney Mary Richardson became a part-owner (25–50% of shares)
Shaun Michael Burke Terson became the majority owner (50–75% of shares)

Companies House

In the full report: all 14 events

All 14 events in its history (9 shown here)
Every director appointment and resignation: 4

Firms connected to Wellesley Financial Services

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

connected firms: 6
no longer authorised: 1
share a director: 3

In the full report: all 6 connected firms, named

How each is linked: shared directors (3), the same phone number (1), the same postcode (4)
Who links each one: the named directors, with dates

Firms like Wellesley Financial Services

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

In Burgess Hill

Accolade Financial Planning LtdBurgess HillAppointed representative Bonnett Wealth Management LimitedBurgess HillAppointed representative Glass Lake Finance LimitedBurgess HillAppointed representative Russell MarleyBurgess HillAppointed representative Saunders Wealth Management LimitedBurgess HillAppointed representative Sterling Financial Wealth LimitedBurgess HillAppointed 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 Wellesley Financial Services

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

15 other companies its directors have run, named
2 background checks on its contact details
All 14 events in its history
6 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Wellesley Financial Services Limited FCA authorised?

Wellesley Financial Services Limited (FRN 1056067) 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 Wellesley Financial Services?

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. Wellesley Financial Services Limited (FRN 1056067) is an AR of Soderberg & Partners Financial Planning Limited (FRN 671601). When you use Wellesley Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Wellesley Financial Services, 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 Wellesley Financial Services’ phone number?

The FCA register lists the phone number 01444 244551 for Wellesley Financial Services. 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, one of which is no longer authorised.

Is Wellesley Financial Services a scam or clone?

Wellesley Financial Services 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 Wellesley Financial Services?

Protection works through Soderberg & Partners Financial Planning Limited, the principal firm responsible for Wellesley Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Wellesley Financial Services?

Companies House lists 2 people with significant control of Wellesley Financial Services: Mr Antony James Hannigan (25–50% of shares) and Mrs Lisa Jane Hannigan (25–50% of shares). Before that, it was controlled by Mrs Courteney Mary Richardson and Mr Shaun Michael Burke Terson.

Who runs Wellesley Financial Services?

Companies House lists 4 directors of Wellesley Financial Services: Courteney Mary Richardson, Shaun Michael Burke Terson, Antony James Hannigan and Karl Magnus Wikner.

How long has Wellesley Financial Services been in business?

The company was formed on 12 February 2026.

Does Wellesley Financial Services use any other names?

It trades as Wellesley. It has previously used the name W Financial Services Limited.