Willingale Wealth Management Limited

Reference number: 574527

Instant download

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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Willingale Wealth Management Limited (FRN 574527) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Willingale Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Willingale Wealth Management, 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 willingalewealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01202 692590 is
  • Who else gives the postcode BH18 8LN
Instant PDF download
Other names (1)

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

  • John Willingale Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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
08941540
Company status
Active
Company type
Private limited company
Incorporated
17 March 2014 (12 years old)
Registered office
Farthings, 24 Ashwood Drive, Broadstone, Dorset, BH18 8LN, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Heike Erna Willingale Director May 1959 17 Mar 2014 1 other company
Innes Willingale Director May 1989 17 Mar 2014 None
John Alick Willingale Director Oct 1957 17 Mar 2014 6 other companies

Other companies run by these 3 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
6
closed down
3
is FCA-registered
1

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register, including one no longer authorised
  • The 1 company these 3 directors run together
Instant PDF download

Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£218k

+59% from £137k

Cash at bank

£18.6k

+178% from £6,688

Employees (average)

4

Same as 4

Owed within a year

£303k

−55% from £671k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 08941540. 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

Willingale Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (5) All events (8)

2016

6 April 2016

  • Heike Erna Willingale became a part-owner (25–50% of shares)
  • John Alick Willingale became a part-owner (25–50% of shares)

Companies House

2015

25 February 2015

  • Changed its registered name from "John Willingale"

FCA register

2014

17 March 2014

  • Incorporated at Companies House

Companies House

2012

6 February 2012

  • Became an appointed representative

FCA register

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 3
Instant PDF download

Firms connected to Willingale Wealth Management

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

connected firm
1
share its postcode
1
past link
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
  • 1 past link through former directors
Instant PDF download

Firms like Willingale Wealth Management

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

In Broadstone

Andrew Vrettos Wealth Management LimitedBroadstoneAppointed representativeBlue Label Wealth Management LtdBroadstoneAppointed representativeLiam KnappBroadstoneAppointed representativeMathieu BaudryBroadstoneAppointed representativeSamuel MatthewsBroadstoneAppointed representativeSymes Wealth Management LimitedBroadstoneAppointed 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 Willingale Wealth Management

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 8 events in its history
  • 1 connected firm, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Willingale Wealth Management Limited FCA authorised?
Willingale Wealth Management Limited (FRN 574527) 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 Willingale Wealth Management?
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. Willingale Wealth Management Limited (FRN 574527) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Willingale Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Willingale Wealth Management, 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 Willingale Wealth Management’s phone number and website?
The FCA register lists the phone number 01202 692590 and the website willingalewealthmanagement.co.uk for Willingale Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Willingale Wealth Management a scam or clone?
Willingale Wealth 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 Willingale Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Willingale Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Willingale Wealth Management?
Companies House lists 2 people with significant control of Willingale Wealth Management: Mrs Heike Erna Willingale (25–50% of shares) and Mr John Alick Willingale (25–50% of shares).
Who runs Willingale Wealth Management?
Companies House lists 3 directors of Willingale Wealth Management: Heike Erna Willingale, Innes Willingale and John Alick Willingale.
How long has Willingale Wealth Management been in business?
The company was formed on 17 March 2014.
What do Willingale Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £218k (+59% from £137k) and cash at bank of £18.6k (+178% from £6,688).
Does Willingale Wealth Management use any other names?
It has previously used the name John Willingale.

Sources and links

The full report on Willingale Wealth Management Limited

£19.99 · Instant PDF download

Loading secure checkout…