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.
- Appointed for 5 years
- Protected through the principal
- No FCA actions
- Active company since 2021
- Accounts filed up to 31 March 2025
Responsible principal firm
First Complete Limited Reference number: 435779 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.
- Wilson Mortgages and Financial Services Limited (FRN 938707) is an AR of First Complete Limited (FRN 435779). When you use Wilson Mortgages and Financial Services's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Wilson Mortgages and Financial Services, 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.
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No website on the FCA register
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Phone number
-
Address
12B Kennerleys Lane, Wilmslow, Cheshire East, SK9 5EQ, United Kingdom
In the full report: 2 background checks
- What kind of line 07818 040400 is
- Who else gives the postcode SK9 5EQ
Other names (3)
If you were contacted under any of these names, it is this firm.
- Wilson Mortgages Trading name: A name it trades under now.
- Lee Wilson Former name: A name it was registered under before.
- Wilson mortgage services Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through First Complete Limited, 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, freeYou 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
- 13316713 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 6 April 2021 (5 years old)
- Registered office
- 12b Kennerleys Lane, Wilmslow, SK9 5EQ, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
- Management consultancy activities other than financial management (SIC 70229)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Lee Alexander Wilson | Director | Dec 1980 | 6 Apr 2021 | None |
| Ami Louise Conroy | Secretary | Not published | 21 Mar 2025 | – |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- All 3 people who have been directors, with their dates
Filed accounts and finances
Net assets
£66.2k
+14% from £58.2k
Employees (average)
3
Same as 3
Owed within a year
£28.5k
+4.7% from £27.2k
Assets and liabilities
In the full report: all 4 years of accounts
- Every year from 2022 to 2025
- The chart, over every year
- Every filed figure, year by year
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 13316713. 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
Wilson Mortgages and Financial Services’s history from the FCA register and Companies House, newest first.
2025
17 April 2025
- Changed its registered name from "Lee Wilson"
FCA register
2021
6 April 2021
- Incorporated at Companies House
- Lee Alexander Wilson took control (75–100% of shares)
Companies House
2020
17 November 2020
- Became an appointed representative
FCA register
In the full report: all 12 events
- All 12 events in its history (4 shown here)
- Every director appointment and resignation: 5
Firms connected to Wilson Mortgages and Financial Services
Other FCA-listed firms that share a director, phone number or address with Wilson Mortgages and Financial Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Wilson Mortgages and Financial Services
Other firms of the same type (mortgage adviser or broker), nearest first.
In Wilmslow
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 Wilson Mortgages and Financial Services
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 2 background checks on its contact details
- 4 years of accounts, charted
- All 12 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
Is Wilson Mortgages and Financial Services Limited FCA authorised?
What does appointed representative mean for Wilson Mortgages and Financial Services?
What is Wilson Mortgages and Financial Services’ phone number?
Is Wilson Mortgages and Financial Services a scam or clone?
Is my money safe with Wilson Mortgages and Financial Services?
Who owns Wilson Mortgages and Financial Services?
Who runs Wilson Mortgages and Financial Services?
How long has Wilson Mortgages and Financial Services been in business?
What do Wilson Mortgages and Financial Services’ latest accounts show?
Does Wilson Mortgages and Financial Services use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk