Winnell Douglas Limited

Reference number: 997454

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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

ValidPath Financial Limited Reference number: 836465 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.
  • Winnell Douglas Limited (FRN 997454) is an AR of ValidPath Financial Limited (FRN 836465). When you use Winnell Douglas's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Winnell Douglas, 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.

In the full report: 3 background checks

  • When winnelldouglas.com first appeared online, and whether it can receive email
  • What kind of line 01531 633717 is
  • Who else gives the postcode HR8 1DW
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath Financial 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
04636867
Company status
Active
Company type
Private limited company
Incorporated
14 January 2003 (23 years old)
Registered office
6th Floor 3 Valentine Place, London, SE1 8QH, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Alexander Philip Donohoe Director Nov 1980 24 Oct 2025 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • All 6 people who have been directors, with their dates
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Filed accounts and finances

Year to 30 June 2025Micro-entity accountsNot audited

Total equity

£149k

+33% from £112k

Employees (average)

1

Up 1 from 0

Owed within a year

£52.1k

+77% from £29.4k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 04636867. 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

Winnell Douglas’s history from the FCA register and Companies House, newest first.

Key events (11) All events (20)

2025

24 October 2025

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

Companies House

2023

19 July 2023

  • Board replaced: its only director left and 2 new directors took over
  • Alistair Paul Douglas stopped being a part-owner
  • Karen Deborah Cecelia Douglas stopped being a part-owner
  • Rfa Charlie Limited took control (75–100% of shares)

Companies House

6 June 2023

  • Became an appointed representative

FCA register

2018

2 January 2018

  • Karen Deborah Cecelia Douglas became a part-owner (25–50% of shares)
  • Michael Anthony Winnell stopped being a part-owner

Companies House

2016

6 April 2016

  • Alistair Paul Douglas became a part-owner (25–50% of shares)
  • Michael Anthony Winnell became a part-owner (25–50% of shares)

Companies House

2003

14 January 2003

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (11 shown here)
  • Every director appointment and resignation: 9
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Firms like Winnell Douglas

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

In Ledbury

Henry Elliston Financial Planning LimitedLedburyAppointed representativeConsult Lwc LimitedLedburyAuthorised

In the Hereford (HR) postcode area

Amos Wealth ManagementHerefordAppointed representativeAndrew WoollardLeominsterAppointed representativeCharlotte WebbHerefordAppointed representativeChristopher BromileyHerefordAppointed 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 Winnell Douglas

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
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 20 events in its history

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Frequently asked questions about this firm

Is Winnell Douglas Limited FCA authorised?
Winnell Douglas Limited (FRN 997454) 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 Winnell Douglas?
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. Winnell Douglas Limited (FRN 997454) is an AR of ValidPath Financial Limited (FRN 836465). When you use Winnell Douglas's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Winnell Douglas, 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 Winnell Douglas’ phone number and website?
The FCA register lists the phone number 01531 633717 and the website winnelldouglas.com for Winnell Douglas. If you were given different contact details, use these to check with the firm before going any further.
Is Winnell Douglas a scam or clone?
Winnell Douglas 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 Winnell Douglas?
Protection works through ValidPath Financial Limited, the principal firm responsible for Winnell Douglas's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Winnell Douglas?
Winnell Douglas is owned by Rfa Charlie Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 19 July 2023. Before that, it was controlled by Mr Michael Anthony Winnell, Mrs Karen Deborah Cecelia Douglas and Mr Alistair Paul Douglas.
Who runs Winnell Douglas?
Companies House lists one director of Winnell Douglas: Alexander Philip Donohoe.
How long has Winnell Douglas been in business?
The company was formed on 14 January 2003.
What do Winnell Douglas’ latest accounts show?
Its latest accounts, to 30 June 2025, show total equity of £149k (+33% from £112k).

Sources and links

The full report on Winnell Douglas Limited

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