Willis Welby LLP

Reference number: 510107

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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 williswelby.com first appeared online, and whether it can receive email
  • What kind of line 07769 742774 is
  • Who else gives the postcode KT10 8QS
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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.
  • Investments & pensions 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 (2 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements

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
OC349305
Company status
Active
Company type
Limited liability partnership
Incorporated
14 October 2009 (17 years old)
Registered office
Esher Groves 13 Church Street, Esher, KT10 8QS, England

Directors and company secretaries

Name Role Born Appointed Other companies
Max Welby LLP member Nov 1963 14 Oct 2009 3 other companies
Anthony John Millington Willis LLP designated member Oct 1960 14 Oct 2009 4 other companies
Julius Welby LLP member Jun 1965 15 Oct 2015 1 other company
Peter John Stevens LLP member Sep 1962 1 Dec 2015 None
Gareth John Rudd LLP member Jun 1970 22 Sep 2017 2 other companies
David Heilbron LLP designated member Sep 1958 1 Jan 2020 None

Other companies run by these 6 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
4
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 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 3 companies these 6 directors run together
  • All 8 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Turnover

£177k

Not compared: the previous accounts cover a different length of time

Cash at bank

£91.1k

+141% from £37.8k

Employees (average)

0

Same as 0

Owed within a year

£15.3k

+67% from £9,173

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • 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 OC349305. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (9) All events (22)

2020

1 January 2020

  • Max Welby stopped being a part-owner
  • Peter John Stevens no longer has significant control

Companies House

2018

1 January 2018

  • Peter John Stevens gained significant control

Companies House

2016

6 April 2016

  • Anthony John Millington Willis became a part-owner (25–50% of shares)
  • Max Welby became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

1 April 2010

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

FCA register

2009

14 October 2009

  • Incorporated at Companies House

Companies House

In the full report: all 22 events

  • All 22 events in its history (9 shown here)
  • Every director appointment and resignation: 10
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Firms connected to Willis Welby

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like Willis Welby

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

In Esher

Partridge Muir & Warren LimitedEsherAuthorisedPlatinum Financial Planning & IFA LimitedEsherAuthorisedTaylormade Financial Planning LLPEsherAuthorisedAlison MorrisEsherAppointed representativeBalance Financial Planning LimitedEsherAppointed representativeDaniel MayoEsherAppointed 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 Willis Welby

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 22 events in its history

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Frequently asked questions about this firm

Is Willis Welby LLP FCA authorised?
Yes, Willis Welby LLP (FRN 510107) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2010 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Willis Welby’s phone number and website?
The FCA register lists the phone number 07769 742774 and the website williswelby.com for Willis Welby. If you were given different contact details, use these to check with the firm before going any further.
Is Willis Welby a scam or clone?
Willis Welby 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 Welby?
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 Welby to the Financial Ombudsman Service, free of charge.
Who owns Willis Welby?
Companies House lists one person with significant control of Willis Welby: Mr Anthony John Millington Willis (25–50% of votes). Before that, it was controlled by Mr Peter John Stevens and Mr Max Welby.
Who runs Willis Welby?
Companies House lists 6 directors of Willis Welby: Max Welby, Anthony John Millington Willis, Julius Welby, Peter John Stevens, Gareth John Rudd and David Heilbron.
How long has Willis Welby been in business?
The company was formed on 14 October 2009, and has held its current FCA authorisation since April 2010.
What do Willis Welby’s latest accounts show?
Its latest accounts, to 31 March 2025, show turnover of £177k (not compared: the previous accounts cover a different length of time) and cash at bank of £91.1k (+141% from £37.8k).

Sources and links

The full report on Willis Welby LLP

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