Willis & Company (Financial Services) Limited

Reference number: 1039482

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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 willisinsurance.co.uk first appeared online, and whether it can receive email
  • What kind of line 028 9032 9042 is, and the other firm that gives it
  • Who else gives the postcode BT1 2FH
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Other names (1)

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

  • Willis Wealth Management Trading name: A name it trades under now.

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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Requirements
    Note: Willis & Company (Financial Services) Limited under FRN 450392 is the same legal entity as Willis & Company (Financial Services) Limited FRN 1039482. Interpretation Unless otherwise stated, defined terms have the meaning given to them in the FCA’s Handbook of Rules and Guidance. 1. The Firm is required to abide by a Deed Poll executed by it dated 28 August 2026 (the “Deed Poll”) in relation to specified clients and past business of Willis & Company (Insurance Brokers) Limited FRN 309124 (“Willis Insurance 309124”) listed in an Annex to the Deed Poll. Under this Deed Poll, the Firm has accepted liability and responsibility in relation to certain regulated activities and services previously carried on by Willis Insurance 309124 that fall within the definition of “wealth management” set out in paragraph 7 below. The full details of the acceptance of liability and responsibility by the Firm is set out in the Deed Poll. 2. The Firm will only onboard or otherwise advise additional clients currently or formerly advised by Willis Insurance 309124 other than those set out in the Deed Poll (the “Additional Client(s)”) with the FCA’s prior written consent. For the avoidance of doubt, the Firm may, without the FCA’s prior written consent, onboard or otherwise provide regulated services only to new clients who are not listed in the Annex to the Deed Poll and who do not fall within the definition of “Additional Clients”. 3. The Firm will, if the FCA gives such prior written consent, amend the Deed Poll to include the name(s) and detail(s) of all Additional Client(s) to those set out in the Annex to the original Deed Poll. The amended Deed Poll must be re-executed prior to the Firm engaging in any business with or for such Additional Client(s). 4. The Firm must maintain professional indemnity insurance to cover claims in respect of specified clients and past business of Willis Insurance 309124 as set out in the Deed Poll, including for the avoidance of doubt, any Additional Client(s). Effective date 5. The Requirements in this application are to take effect immediately upon the Firm becoming Part 4A authorised and upon their acceptance by the FCA, as notified to the Firm by email. Variation and cancellation 6. The Requirement(s) herein will remain in effect until such time as the FCA provides to the Firm its written consent to vary or rescind the requirements in part or in full (whether upon application by the Firm or on the FCA’s own initiative). Definitions and interpretation 7. In this application: “wealth management” means “Regulated advice on investments, pensions, investment management, financial planning and associated ongoing services including advice on life insurance.”

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 status
Active
Company type
Private limited company
Incorporated
14 October 2004 (22 years old)
Registered office
Newsletter Building, 55-59 Donegall Street, Belfast, BT1 2FH
Nature of business
  • Dormant Company (SIC 99999)

Directors and company secretaries

Name Role Born Appointed Other companies
Stephen James Willis Director Jul 1984 3 Dec 2020 15 other companies
James Trimble Director Jun 1984 1 Aug 2026 None
John Christian Bedford Director Aug 1966 1 Aug 2026 None

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
15
closed down
6
are FCA-registered
4

In the full report: all 15 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 4 on the FCA register
  • All 12 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Dormant company accountsNot audited

Net assets

£1

No earlier figure to compare

Employees (average)

0

Same as 0

These accounts were filed as dormant: the company reported no significant trading in the period.

Total equity

In the full report: all 5 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.

Accounts filed at Companies House for company NI052047. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Willis & Company (Financial Services)’s history from the FCA register and Companies House, newest first.

2026

1 September 2026

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Requirements)
  • Became authorised by the FCA

FCA register

2020

3 December 2020

  • Board replaced: all 3 directors left and 4 new directors took over
  • Robert Anthony Willis gave up control
  • Wf Risk Group Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Robert Anthony Willis took control (75–100% of shares)

Companies House

2004

14 October 2004

  • Incorporated at Companies House

Companies House

In the full report: all 33 events

  • All 33 events in its history (8 shown here)
  • Every director appointment and resignation: 21
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Firms connected to Willis & Company (Financial Services)

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

connected firms
2
share a director
2
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2), the same phone number (1), the same postcode (1)
  • Who links each one: the named directors, with dates
  • 2 past links through former directors
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Firms like Willis & Company (Financial Services)

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

In Belfast

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 Willis & Company (Financial Services)

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

  • 15 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 33 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Willis & Company (Financial Services) Limited FCA authorised?
Yes, Willis & Company (Financial Services) Limited (FRN 1039482) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2026 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Willis & Company (Financial Services)’s phone number and website?
The FCA register lists the phone number 028 9032 9042 and the website willisinsurance.co.uk/financial-services for Willis & Company (Financial Services). If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Willis & Company (Financial Services) a scam or clone?
Willis & Company (Financial Services) 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 Willis & Company (Financial Services)?
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 Willis & Company (Financial Services) to the Financial Ombudsman Service, free of charge.
Who owns Willis & Company (Financial Services)?
Willis & Company (Financial Services) is owned by Wf Risk Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 3 December 2020. Before that, it was controlled by Mr Robert Anthony Willis.
Who runs Willis & Company (Financial Services)?
Companies House lists 3 directors of Willis & Company (Financial Services): Stephen James Willis, James Trimble and John Christian Bedford.
How long has Willis & Company (Financial Services) been in business?
The company was formed on 14 October 2004, and has held its current FCA authorisation since September 2026.
What do Willis & Company (Financial Services)’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £1 (no earlier figure to compare).
Does Willis & Company (Financial Services) use any other names?
It trades as Willis Wealth Management.

Sources and links

The full report on Willis & Company (Financial Services) Limited

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