Wilkinson Financial Management Ltd

Reference number: 312045

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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.

  • No website on the FCA register

  • Phone number

    01450 870241

  • Address

    Hudson House, 8 Albany Street, Edinburgh, EH1 3QB, United Kingdom

In the full report: 2 background checks

  • What kind of line 01450 870241 is
  • Who else gives the postcode EH1 3QB
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Other names (5)

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

  • Wilkinson Trading name
  • Wilkinson Chartered Financial Planners Trading name
  • Christopher Wilkinson Insurance Services Limited Former name
  • Incisive Financial Management Former trading name
  • Incisive Insurance Mangement Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · 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.
  • 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Advise on or arrange mortgages 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 (10 permissions)
  • 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) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • 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
01074083
Company status
Active
Company type
Private limited company
Incorporated
28 September 1972 (54 years old)
Registered office
Mellor House, 65-81 St. Petersgate, Stockport, Cheshire, SK1 1DS
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Christopher Wilkinson Director Dec 1947 Not published 2 other companies

Other companies run by its director

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
closed down
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 30 June 2025Abridged accountsNot audited

Net assets

£82.8k

−16% from £98.8k

Cash at bank

£93.1k

−10% from £104k

Employees (average)

1

Same as 1

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 01074083. 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

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

Key events (6) All events (16)

2016

6 April 2016

  • Christopher Christopher Wilkinson took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

25 November 2009

  • Changed its registered name from "Christopher Wilkinson Insurance Services Limited"

FCA register

2004

31 October 2004

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

FCA register

1972

28 September 1972

  • Incorporated at Companies House

Companies House

In the full report: all 16 events

  • All 16 events in its history (6 shown here)
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Firms connected to Wilkinson Financial Management

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

connected firms
5
share its postcode
5

In the full report: all 5 connected firms, named

  • How each is linked: the same postcode (5)
  • Who links each one: the named directors, with dates
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Firms like Wilkinson Financial Management

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

In Edinburgh

4ways Financial Solutions LLPEdinburghAuthorised56 Wealth Management LimitedEdinburghAuthorisedA1 Financial Solutions LtdEdinburghAuthorisedAlpha Wealth LimitedEdinburghAuthorisedAlva Wealth LimitedEdinburghAuthorisedAspire Wealth Management LimitedEdinburghAuthorised

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 Wilkinson Financial Management

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
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 16 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Wilkinson Financial Management Ltd FCA authorised?
Yes, Wilkinson Financial Management Ltd (FRN 312045) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2004 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Wilkinson Financial Management’s phone number?
The FCA register lists the phone number 01450 870241 for Wilkinson Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Wilkinson Financial Management a scam or clone?
Wilkinson 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 Wilkinson Financial Management?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wilkinson Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Wilkinson Financial Management?
Companies House lists one person with significant control of Wilkinson Financial Management: Mr Christopher Christopher Wilkinson (75–100% of shares).
Who runs Wilkinson Financial Management?
Companies House lists one director of Wilkinson Financial Management: Christopher Wilkinson.
How long has Wilkinson Financial Management been in business?
The company was formed on 28 September 1972, and has held its current FCA authorisation since October 2004.
What do Wilkinson Financial Management’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £82.8k (−16% from £98.8k) and cash at bank of £93.1k (−10% from £104k).
Does Wilkinson Financial Management use any other names?
It trades as Wilkinson and Wilkinson Chartered Financial Planners. It has previously used 3 other names: Christopher Wilkinson Insurance Services Limited, Incisive Financial Management and Incisive Insurance Mangement.

Sources and links

The full report on Wilkinson Financial Management Ltd

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