Wisemans Insurance Services Limited

Reference number: 308959

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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, 1 thing worth a closer look

  • When jameshallam.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7977 7888 is, and the 5 other firms that give it
  • Whether EC3R 7BB is a shared office: 27 other firms give it
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Other names (4)

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

  • Wisemans Trading name
  • Boothby Taylor Former trading name
  • Character IB Former trading name
  • Wisemans Insurance Services incorporating David G Rickard & Co 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.
  • 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments

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
03882723
Company status
Active
Company type
Private limited company
Incorporated
24 November 1999 (26 years old)
Registered office
Old Printers Yard, 156 South Street, Dorking, Surrey, RH4 2HF, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Ajay Tailor Director Apr 1984 31 May 2024 24 other companies

Other companies run by its director

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
24
closed down
2
are FCA-registered
7

In the full report: all 24 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • The 7 on the FCA register
  • All 11 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Turnover

£0

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

Profit before tax

£0

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

Net assets

£68.4k

Same as £68.4k

Employees (average)

0

−100% from 10

The previous accounts cover 9 months, so turnover and profit are not compared with them.

Assets and liabilities

In the full report: all 8 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 03882723. 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

Wisemans Insurance Services’s history from the FCA register and Companies House, newest first.

Key events (12) All events (41)

2024

31 May 2024

  • Board replaced: all 3 directors left and a new director took over
  • Chertsey Road Limited gave up control
  • Seventeen Group Limited took control (75–100% of shares)

Companies House

2020

10 July 2020

  • Adrian Malcolm Phipps no longer has significant control
  • Jonathan Paul Summers no longer has significant control

Companies House

2016

6 April 2016

  • Adrian Malcolm Phipps gained significant control
  • Chertsey Road Limited took control (75–100% of shares)
  • Jonathan Paul Summers gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

14 January 2005

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

FCA register

1999

24 November 1999

  • Incorporated at Companies House

Companies House

In the full report: all 41 events

  • All 41 events in its history (12 shown here)
  • Every director appointment and resignation: 19
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Firms connected to Wisemans Insurance Services

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

connected firms
7
share a director
7
share its phone number
5

In the full report: all 7 connected firms, named

  • How each is linked: shared directors (7), the same phone number (5), the same postcode (5)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Wisemans Insurance Services

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 Wisemans Insurance Services

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

  • 24 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 8 years of accounts, charted
  • All 41 events in its history
  • 7 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Wisemans Insurance Services Limited FCA authorised?
Yes, Wisemans Insurance Services Limited (FRN 308959) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2005 and works as an insurance broker. The FCA has placed no limits on its permissions.
What is Wisemans Insurance Services’ phone number and website?
The FCA register lists the phone number 020 7977 7888 and the website jameshallam.co.uk for Wisemans Insurance Services. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 5 other FCA firms.
Is Wisemans Insurance Services a scam or clone?
Wisemans Insurance Services 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 Wisemans Insurance Services?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wisemans Insurance Services to the Financial Ombudsman Service, free of charge.
Who owns Wisemans Insurance Services?
Wisemans Insurance Services is owned by Seventeen Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 31 May 2024. Before that, it was controlled by Chertsey Road Limited, Mr Adrian Malcolm Phipps and Mr Jonathan Paul Summers.
Who runs Wisemans Insurance Services?
Companies House lists one director of Wisemans Insurance Services: Ajay Tailor.
How long has Wisemans Insurance Services been in business?
The company was formed on 24 November 1999, and has held its current FCA authorisation since January 2005.
What do Wisemans Insurance Services’ latest accounts show?
Its latest accounts, to 31 December 2025, show turnover of £0 (not compared: the previous accounts cover a different length of time) and profit before tax of £0 (not compared: the previous accounts cover a different length of time).
Does Wisemans Insurance Services use any other names?
It trades as Wisemans. It has previously used 3 other names: Boothby Taylor, Character IB and Wisemans Insurance Services incorporating David G Rickard & Co.

Sources and links

The full report on Wisemans Insurance Services Limited

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