Westward Financial Management Limited

Reference number: 430680

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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, 1 thing worth a closer look

  • When westward-fm.com first appeared online, and whether it can receive email
  • What kind of line 01884 841153 is
  • Who else gives the postcode EX16 7EJ
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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 (8 permissions)
  • 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
  • Debt-counselling
  • Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • 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 number
05382934
Company status
Active
Company type
Private limited company
Incorporated
4 March 2005 (21 years old)
Registered office
2 Swallow Court, Sampford Peverell, Tiverton, EX16 7EJ, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon John Austin Director May 1963 6 Apr 2021 4 other companies
Nicholas Michael Austin Director Jun 1965 7 Jul 2022 7 other companies

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
8
closed down
5
run together
3

In the full report: all 8 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 3 companies these 2 directors run together
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 June 2026Full accountsNot audited

Net assets

£275k

+39% from £198k

Cash at bank

£97.6k

No earlier figure to compare

Employees (average)

0

−100% from 5

Owed within a year

£92.4k

+41% from £65.7k

Assets and liabilities

In the full report: all 8 years of accounts

  • Every year from 2019 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.

Accounts filed at Companies House for company 05382934. 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

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

Key events (12) All events (20)

2022

7 July 2022

  • Austin Asset Management Ltd became a part-owner (25–50% of shares)
  • Indigo & Blue Limited became a part-owner (25–50% of shares)
  • Simon John Austin stopped being a part-owner
  • Simon Ward Franklin stopped being the majority owner

Companies House

2021

6 April 2021

  • Dawn Franklin stopped being a part-owner
  • Simon John Austin became a part-owner (25–50% of shares)

Companies House

2017

4 March 2017

  • Dawn Franklin became a part-owner (25–50% of shares)
  • Simon Ward Franklin became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

1 July 2005

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

4 March 2005

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (12 shown here)
  • Every director appointment and resignation: 4
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Firms like Westward Financial Management

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

In Tiverton

Three Counties Finance LtdTivertonAuthorised

In the Exeter (EX) postcode area

Exeter CollegeExeterAuthorisedFinancial Solutions Group LimitedExeterAuthorisedH J Wickett & COHolsworthyAuthorisedMed-Ex Financial Advisory Services LimitedCullomptonAuthorisedstephen adam mooreExeterAuthorised

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 Westward Financial Management

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

  • 8 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 8 years of accounts, charted
  • All 20 events in its history

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Frequently asked questions about this firm

Is Westward Financial Management Limited FCA authorised?
Yes, Westward Financial Management Limited (FRN 430680) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2005 and works as a lender. The FCA has placed no limits on its permissions.
What is Westward Financial Management’s phone number and website?
The FCA register lists the phone number 01884 841153 and the website westward-fm.com for Westward Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Westward Financial Management a scam or clone?
Westward 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 Westward Financial Management?
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 Westward Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Westward Financial Management?
Companies House lists 2 people with significant control of Westward Financial Management: Austin Asset Management Ltd (25–50% of shares) and Indigo & Blue Limited (25–50% of shares). Before that, it was controlled by Mr Simon John Austin, Mr Simon Ward Franklin and Mrs Dawn Franklin.
Who runs Westward Financial Management?
Companies House lists 2 directors of Westward Financial Management: Simon John Austin and Nicholas Michael Austin.
How long has Westward Financial Management been in business?
The company was formed on 4 March 2005, and has held its current FCA authorisation since July 2005.
What do Westward Financial Management’s latest accounts show?
Its latest accounts, to 30 June 2026, show net assets of £275k (+39% from £198k) and cash at bank of £97.6k (no earlier figure to compare).

Sources and links

The full report on Westward Financial Management Limited

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