Wishtree Financial Services Limited

Reference number: 1014383

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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.

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.
  • Wishtree Financial Services Limited (FRN 1014383) is an AR of Movo Partnership Ltd (FRN 823503). When you use Wishtree Financial Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Wishtree 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.

  • No website on the FCA register

  • Phone number

    07980 205667

  • Address

    17a Glebe Road, Bromley, Kent, BR1 3NT, United Kingdom

In the full report: 2 background checks

  • What kind of line 07980 205667 is
  • Who else gives the postcode BR1 3NT
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Other names (3)

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

  • Wishtree Insurance Trading name: A name it trades under now.
  • Wishtree Insurance Services Trading name: A name it trades under now.
  • Wishtree Financial Services Ltd Former name: A name it was registered under before.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Movo Partnership Ltd, 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 status
Active
Company type
Private limited company
Incorporated
10 August 2021 (5 years old)
Registered office
17a Glebe Road, Bromley, BR1 3NT, England
Nature of business
  • Activities of mortgage finance companies (SIC 64922)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Mehmet Karaman Director May 1965 10 Aug 2021 None
Orya Sultan Halisdemir Director Apr 1968 1 Apr 2022 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Total equity

£54.4k

−21% from £68.9k

Cash at bank

£73.0k

−24% from £96.7k

Employees (average)

3

+50% from 2

Owed within a year

£19.7k

−29% from £27.8k

Total equity

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
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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 13558010. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Wishtree Financial Services’s history from the FCA register and Companies House, newest first.

2024

13 June 2024

  • Changed its registered name from "Wishtree Financial Services Ltd"

FCA register

10 June 2024

  • Became an appointed representative

FCA register

2022

1 April 2022

  • Orya Sultan Halisdemir became a part-owner (25–50% of shares)

Companies House

2021

10 August 2021

  • Incorporated at Companies House
  • Mehmet Karaman became a part-owner (25–50% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like Wishtree Financial Services

Other firms of the same type (insurance broker), nearest first.

In Bromley

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 Wishtree 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 9 events in its history

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Frequently asked questions about this firm

Is Wishtree Financial Services Limited FCA authorised?
Wishtree Financial Services Limited (FRN 1014383) 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 Wishtree Financial Services?
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. Wishtree Financial Services Limited (FRN 1014383) is an AR of Movo Partnership Ltd (FRN 823503). When you use Wishtree Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Wishtree 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.
What is Wishtree Financial Services’ phone number?
The FCA register lists the phone number 07980 205667 for Wishtree Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Wishtree Financial Services a scam or clone?
Wishtree Financial 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 Wishtree Financial Services?
Protection works through Movo Partnership Ltd, the principal firm responsible for Wishtree Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Wishtree Financial Services?
Companies House lists 2 people with significant control of Wishtree Financial Services: Orya Sultan Halisdemir (25–50% of shares) and Mr Mehmet Karaman (25–50% of shares).
Who runs Wishtree Financial Services?
Companies House lists 2 directors of Wishtree Financial Services: Mehmet Karaman and Orya Sultan Halisdemir.
How long has Wishtree Financial Services been in business?
The company was formed on 10 August 2021.
What do Wishtree Financial Services’ latest accounts show?
Its latest accounts, to 31 March 2025, show total equity of £54.4k (−21% from £68.9k) and cash at bank of £73.0k (−24% from £96.7k).
Does Wishtree Financial Services use any other names?
It trades as Wishtree Insurance and Wishtree Insurance Services. It has previously used the name Wishtree Financial Services Ltd.

Sources and links

The full report on Wishtree Financial Services Limited

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