Westside Independent Financial Services LLP

Reference number: 920851

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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.

In the full report: 3 background checks

  • When westsidellp.com first appeared online, and whether it can receive email
  • What kind of line 0114 233 6000 is
  • Who else gives the postcode S6 3TE
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Other names (1)

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

  • Westside Properties and Lettings Trading name: A name it trades under now.

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

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 status
Active
Company type
Limited liability partnership
Incorporated
15 July 2004 (22 years old)
Registered office
302 South Road, Walkley, Sheffield, South Yorkshire, S6 3TE

Directors and company secretaries

Name Role Born Appointed Other companies
Helen Claire Lee LLP designated member Apr 1974 17 Jul 2004 2 other companies
Matthew Lee LLP designated member Aug 1969 17 Jul 2004 1 other company

Other companies run by these 2 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
2
still active
2
run together
1

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 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 March 2025Micro-entity accountsNot audited

Employees (average)

0

Same as 0

Owed within a year

£18.7k

+76% from £10.7k

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 OC308642. 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

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

2021

6 January 2021

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2016

15 July 2016

  • Matthew Lee gained significant control

Companies House

2004

15 July 2004

  • Incorporated at Companies House

Companies House

In the full report: all 9 events

  • All 9 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms connected to Westside Independent Financial Services

Other FCA-listed firms that share a director, phone number or address with Westside Independent Financial Services. 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
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Firms like Westside Independent Financial Services

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

In the Sheffield (S) postcode area

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 Westside Independent Financial Services

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 9 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Westside Independent Financial Services LLP FCA authorised?
Yes, Westside Independent Financial Services LLP (FRN 920851) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Westside Independent Financial Services’ phone number and website?
The FCA register lists the phone number 0114 233 6000 and the website westsidellp.com for Westside Independent Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Westside Independent Financial Services a scam or clone?
Westside Independent 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 Westside Independent Financial Services?
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 Westside Independent Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Westside Independent Financial Services?
Companies House lists one person with significant control of Westside Independent Financial Services: Mr Matthew Lee (significant influence or control).
Who runs Westside Independent Financial Services?
Companies House lists 2 directors of Westside Independent Financial Services: Helen Claire Lee and Matthew Lee.
How long has Westside Independent Financial Services been in business?
The company was formed on 15 July 2004, and has held its current FCA authorisation since January 2021.
What do Westside Independent Financial Services’ latest accounts show?
Does Westside Independent Financial Services use any other names?
It trades as Westside Properties and Lettings.

Sources and links

The full report on Westside Independent Financial Services LLP

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