Willis Owen Limited

Reference number: 121261

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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 willisowen.co.uk first appeared online, and whether it can receive email
  • What kind of line 0800 597 2525 is
  • Who else gives the postcode N1 9HS
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Other names (3)

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

  • The Building Society Shop and The Pension Shop Former trading name
  • The ISA Shop Former trading name
  • The PEP Review Service 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.
  • 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 (3 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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
03283706
Company status
Active
Company type
Private limited company
Incorporated
26 November 1996 (29 years old)
Registered office
90-92 Pentonville Road, London, N1 9HS, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Jason Leslie Robert Chapman Director Jan 1968 26 Jun 2012 5 other companies
Andrea Bertoni Director Jul 1983 28 Feb 2025 None
Giovanni Dapra Director Nov 1983 28 Feb 2025 2 other companies
Silvia Benzi Director Sep 1975 1 Sep 2026 2 other companies
WINSTON TAYLOR SECRETARIES LIMITED Corporate secretary Not published 28 Feb 2025 –

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
7
closed down
3
is FCA-registered
1

In the full report: all 7 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
  • The one on the FCA register
  • The 2 companies these 4 directors run together
  • All 23 people who have ever been directors, with their dates
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Filed accounts and finances

15 months to 31 December 2025Full accountsAudited

Total equity

£910k

−32% from £1.34m

Cash at bank

£845k

−26% from £1.14m

Owed within a year

£253k

−22% from £325k

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.

Accounts filed at Companies House for company 03283706. 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

Willis Owen’s history from the FCA register and Companies House, newest first.

Key events (11) All events (61)

2025

28 February 2025

  • Mfm Holding Ltd took control (75–100% of shares)
  • Peter Michael Simon gave up control

Companies House

2016

6 April 2016

  • Peter Michael Simon took control (75–100% of shares)

Companies House

2015

26 March 2015

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

26 June 2012

  • Board replaced: its only director left and 2 new directors took over

Companies House

2003

22 January 2003

  • Board replaced: all 3 directors left and a new director took over

Companies House

2001

1 December 2001

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

FCA register

1997

23 June 1997

  • Regulated by the Personal Investment Authority from this date

FCA register

1996

26 November 1996

  • Incorporated at Companies House

Companies House

In the full report: all 61 events

  • All 61 events in its history (11 shown here)
  • Every director appointment and resignation: 40
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Firms connected to Willis Owen

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

connected firms
2
share a director
1
share its postcode
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), the same postcode (1)
  • Who links each one: the named directors, with dates
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Firms like Willis Owen

Other firms of the same type (insurance broker), nearest first.

In London

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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 Owen

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

  • 7 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 61 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Willis Owen Limited FCA authorised?
Yes, Willis Owen Limited (FRN 121261) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an insurance broker. The FCA has placed a limit on what it may do.
What is Willis Owen’s phone number and website?
The FCA register lists the phone number 0800 597 2525 and the website willisowen.co.uk for Willis Owen. If you were given different contact details, use these to check with the firm before going any further.
Is Willis Owen a scam or clone?
Willis Owen 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 Owen?
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 Owen to the Financial Ombudsman Service, free of charge.
Who owns Willis Owen?
Willis Owen is owned by Mfm Holding Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 28 February 2025. Before that, it was controlled by Mr Peter Michael Simon.
Who runs Willis Owen?
Companies House lists 4 directors of Willis Owen: Jason Leslie Robert Chapman, Andrea Bertoni, Giovanni Dapra and Silvia Benzi.
How long has Willis Owen been in business?
The company was formed on 26 November 1996, and has held its current FCA authorisation since December 2001.
What do Willis Owen’s latest accounts show?
Its latest accounts, to 31 December 2025, show total equity of £910k (−32% from £1.34m) and cash at bank of £845k (−26% from £1.14m).
Does Willis Owen use any other names?
It has previously used 3 other names: The Building Society Shop and The Pension Shop, The ISA Shop and The PEP Review Service.

Sources and links

The full report on Willis Owen Limited

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