Widelist Investments Limited

Reference number: 145829

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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 castle-investments.com first appeared online, and whether it can receive email
  • What kind of line 023 8087 3187 is
  • Who else gives the postcode SO40 9HG
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Other names (1)

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

  • Castle Investment Consultants Trading name

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 · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (14 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to a home reversion plan
  • 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 number
02392299
Company status
Active
Company type
Private limited company
Incorporated
6 June 1989 (37 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Activities of open-ended investment companies (SIC 64304)

Directors and company secretaries

Name Role Born Appointed Other companies
Roger Ian Munn Director Sep 1973 31 May 2023 None
Katherine Jane Belbin Director Jun 1970 31 May 2023 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 6 people who have been directors, with their dates
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Filed accounts and finances

Year to 30 November 2025Full accountsNot audited

Net assets

£251k

−6.2% from £268k

Employees (average)

2

Same as 2

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2021 to 2025
  • 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 02392299. 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

Widelist Investments’s history from the FCA register and Companies House, newest first.

Key events (12) All events (24)

2023

31 May 2023

  • Board replaced: both directors left and 2 new directors took over
  • Katherine Jane Belbin became a part-owner (25–50% of shares)
  • Mark James Richard Gosling stopped being a part-owner
  • Peter Richard Buckeridge stopped being a part-owner
  • Roger Ian Munn became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Mark James Richard Gosling became a part-owner (25–50% of shares)
  • Peter Richard Buckeridge became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

1994

10 October 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1989

6 June 1989

  • Incorporated at Companies House

Companies House

In the full report: all 24 events

  • All 24 events in its history (12 shown here)
  • Every director appointment and resignation: 7
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Firms like Widelist Investments

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

In Southampton

ABS Financial Planning LimitedSouthamptonAuthorisedAsset Management Financial Advisers LimitedSouthamptonAuthorisedBarrie Financial Services LimitedSouthamptonAuthorisedCalpe Financial Solutions LimitedSouthamptonAuthorisedDarwins IFA LimitedSouthamptonAuthorisedEthical Wealth Planning LtdSouthamptonAuthorised

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 Widelist Investments

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 24 events in its history

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Frequently asked questions about this firm

Is Widelist Investments Limited FCA authorised?
Yes, Widelist Investments Limited (FRN 145829) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Widelist Investments’ phone number and website?
The FCA register lists the phone number 023 8087 3187 and the website castle-investments.com for Widelist Investments. If you were given different contact details, use these to check with the firm before going any further.
Is Widelist Investments a scam or clone?
Widelist Investments 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 Widelist Investments?
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 Widelist Investments to the Financial Ombudsman Service, free of charge.
Who owns Widelist Investments?
Companies House lists 2 people with significant control of Widelist Investments: Mrs Katherine Jane Belbin (25–50% of shares) and Mr Roger Ian Munn (25–50% of shares). Before that, it was controlled by Mr Peter Richard Buckeridge and Mr Mark James Richard Gosling.
Who runs Widelist Investments?
Companies House lists 2 directors of Widelist Investments: Roger Ian Munn and Katherine Jane Belbin.
How long has Widelist Investments been in business?
The company was formed on 6 June 1989, and has held its current FCA authorisation since December 2001.
What do Widelist Investments’ latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £251k (−6.2% from £268k).
Does Widelist Investments use any other names?
It trades as Castle Investment Consultants.

Sources and links

The full report on Widelist Investments Limited

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