William & Partners PIO Limited

Reference number: 934617

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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.

Responsible principal firm

WESTLAIN WEALTH MANAGEMENT LTD Reference number: 911599 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.
  • William & Partners PIO Limited (FRN 934617) is an AR of WESTLAIN WEALTH MANAGEMENT LTD (FRN 911599). When you use William & Partners PIO's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from William & Partners PIO, 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.

In the full report: 3 background checks

  • When williampartners.co.uk first appeared online, and whether it can receive email
  • What kind of line 01295 698496 is
  • Who else gives the postcode OX15 4FF
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Other names (1)

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

  • William & Partners LLP Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Westlain Wealth Management Ltd, 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
14727148
Company status
Active
Company type
Private limited company
Incorporated
13 March 2023 (3 years old)
Registered office
First Floor 1 Des Roches Square, Witan Way, Witney, Oxfordshire, OX28 4BE, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Charles William Proger Director Jun 1977 13 Mar 2023 None
Gabrielle Kate Louise Proger Director Jan 1983 13 Mar 2023 None
Anthony John Edwards Director Jun 1958 17 May 2023 1 other company
Rory William Gilbert Director Mar 1970 19 Sep 2024 2 other companies

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
3
closed down
1
still active
2

In the full report: all 3 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
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£3,516

Up £66.6k from −£63.1k

Owed within a year

£217k

+40% from £155k

Assets and liabilities

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 14727148. 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

William & Partners PIO’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2023

20 April 2023

  • Changed its registered name from "William & Partners LLP"

FCA register

13 March 2023

  • Incorporated at Companies House
  • Charles William Proger became a part-owner (25–50% of shares)
  • Gabrielle Kate Louise Proger became a part-owner (25–50% of shares)

Companies House

2020

21 September 2020

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 4
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Firms connected to William & Partners PIO

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

connected firms
4
no longer authorised
1
share its postcode
4

In the full report: all 4 connected firms, named

  • How each is linked: the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like William & Partners PIO

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

In Bloxham

Link Accounting LimitedBloxhamAppointed representativeCS Wealth Consultancy LimitedBloxhamAuthorised

In the Oxford (OX) postcode area

Allen & Schofield Financial ConsultantsBanburyAppointed representativeAndrew John HerringtonOxfordshireAppointed representativeAndrews Duckett LtdWitneyAppointed representativeAnns and Grange AssociatesWantageAppointed 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 William & Partners PIO

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 9 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is William & Partners PIO Limited FCA authorised?
William & Partners PIO Limited (FRN 934617) 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 William & Partners PIO?
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. William & Partners PIO Limited (FRN 934617) is an AR of WESTLAIN WEALTH MANAGEMENT LTD (FRN 911599). When you use William & Partners PIO's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from William & Partners PIO, 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 William & Partners PIO’s phone number and website?
The FCA register lists the phone number 01295 698496 and the website williampartners.co.uk for William & Partners PIO. If you were given different contact details, use these to check with the firm before going any further.
Is William & Partners PIO a scam or clone?
William & Partners PIO 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 William & Partners PIO?
Protection works through Westlain Wealth Management Ltd, the principal firm responsible for William & Partners PIO's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns William & Partners PIO?
Companies House lists 2 people with significant control of William & Partners PIO: Mr Charles William Proger (25–50% of shares) and Mrs Gabrielle Kate Louise Proger (25–50% of shares).
Who runs William & Partners PIO?
Companies House lists 4 directors of William & Partners PIO: Charles William Proger, Gabrielle Kate Louise Proger, Anthony John Edwards and Rory William Gilbert.
How long has William & Partners PIO been in business?
The company was formed on 13 March 2023.
What do William & Partners PIO’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £3,516 (up £66.6k from −£63.1k).
Does William & Partners PIO use any other names?
It has previously used the name William & Partners LLP.

Sources and links

The full report on William & Partners PIO Limited

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