Windlesham Financial Management Ltd

Reference number: 605900

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

2 Plan Wealth Management Limited Reference number: 461598 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.
  • Windlesham Financial Management Ltd (FRN 605900) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Windlesham Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Windlesham Financial 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.

  • No website on the FCA register

  • Phone number

    028 9145 2652

  • Address

    6 Coniston Road, Bangor, County Down, BT20 4QQ, Northern Ireland

In the full report: 2 background checks

  • What kind of line 028 9145 2652 is
  • Who else gives the postcode BT20 4QQ
Instant PDF download
Other names (2)

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

  • Peter Clarke Former name
  • Peter Wesley Clarke Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through 2 Plan Wealth Management 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, 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
NI635136
Company status
Active
Company type
Private limited company
Incorporated
30 November 2015 (10 years old)
Registered office
Windlesham House, 6 Coniston Road, Bangor, Down, BT20 4QQ, Northern Ireland
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Peter Wesley Clarke Director Feb 1984 30 Nov 2015 None

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
Instant PDF download

Filed accounts and finances

Year to 30 November 2025Micro-entity accountsNot audited

Net assets

£155k

−2.5% from £158k

Employees (average)

3

Same as 3

Owed within a year

£24.8k

−54% from £53.4k

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
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 NI635136. 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

Windlesham Financial Management’s history from the FCA register and Companies House, newest first.

Key events (8) All events (15)

2022

15 February 2022

  • Nicola Clarke no longer has significant control

Companies House

2020

10 September 2020

  • Nicola Clarke gained significant control

Companies House

2016

29 November 2016

  • Peter Wesley Clarke became the majority owner (50–75% of shares)

Companies House

13 May 2016

  • Changed its registered name from "Peter Wesley Clarke"

FCA register

9 May 2016

  • Changed its registered name from "Windlesham Financial Management Ltd"

FCA register

9 March 2016

  • Changed its registered name from "Peter Clarke"

FCA register

2015

30 November 2015

  • Incorporated at Companies House

Companies House

2013

14 August 2013

  • Became an appointed representative

FCA register

In the full report: all 15 events

  • All 15 events in its history (8 shown here)
  • Every director appointment and resignation: 5
Instant PDF download

Firms like Windlesham Financial Management

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

In Bangor

Fearndale Wealth Management LtdBangorAppointed representativeHorizon Financial LLPBangorAppointed representativeHughes & Associates Wealth Management CyfBangorAppointed representativeFinancial Solutions (Ni) LLPBangorAuthorisedGent & Craig Insurances LtdBangorAuthorisedImia LimitedBangorAuthorised

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 Windlesham Financial Management

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
  • 7 years of accounts, charted
  • All 15 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Windlesham Financial Management Ltd FCA authorised?
Windlesham Financial Management Ltd (FRN 605900) 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 Windlesham Financial 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. Windlesham Financial Management Ltd (FRN 605900) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Windlesham Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Windlesham Financial 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 Windlesham Financial Management’s phone number?
The FCA register lists the phone number 028 9145 2652 for Windlesham Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Windlesham Financial Management a scam or clone?
Windlesham Financial 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 Windlesham Financial Management?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Windlesham Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Windlesham Financial Management?
Companies House lists one person with significant control of Windlesham Financial Management: Mr Peter Wesley Clarke (50–75% of shares). Before that, it was controlled by Mrs Nicola Clarke.
Who runs Windlesham Financial Management?
Companies House lists one director of Windlesham Financial Management: Peter Wesley Clarke.
How long has Windlesham Financial Management been in business?
The company was formed on 30 November 2015.
What do Windlesham Financial Management’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £155k (−2.5% from £158k).
Does Windlesham Financial Management use any other names?
It has previously used 2 other names: Peter Clarke and Peter Wesley Clarke.

Sources and links

The full report on Windlesham Financial Management Ltd

£19.99 · Instant PDF download

Loading secure checkout…