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 22 years
- Protected through the principal
- No FCA actions
- Active company since 2004
- Accounts filed up to 31 March 2025
- One of its directors is also a director of a firm that is no longer authorised
Responsible principal firm
Paradigm Norton Financial Planning Limited Reference number: 455083 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.
- Wollen Michelmore Financial Planning Ltd (FRN 400890) is an AR of Paradigm Norton Financial Planning Limited (FRN 455083). When you use Wollen Michelmore Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Wollen Michelmore Financial Planning, 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
Regus, 1 Emperor Way, Exeter Business Park, Exeter, Devon, EX1 3QS, United Kingdom
In the full report: 2 background checks
- What kind of line 01392 272525 is
- Who else gives the postcode EX1 3QS
Other names (4)
If you were contacted under any of these names, it is this firm.
- Wollens Financial Planning Trading name: A name it trades under now.
- Ensign Financial Planning Ltd Former name: A name it was registered under before.
- Hooper & Wollen Financial Planning Ltd Former name: A name it was registered under before.
- Paradigm Norton Hooper & Wollen Financial Planning Ltd Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Paradigm Norton Financial Planning 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 name
- WOLLEN MICHELMORE FINANCIAL PLANNING LIMITED
- Company number
- 05081337 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 23 March 2004 (22 years old)
- Registered office
- 66 Macrae Road, Eden Office Park, Ham Green, BS20 0DD, England
- Nature of business
-
- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Christopher Duncan Hart | Director | Apr 1963 | 23 Mar 2004 | 10 other companies |
| Barry David Horner | Director | Jun 1960 | 16 Sep 2010 | 19 other companies |
| Martin Lee Ruskin | Director | May 1968 | 28 Apr 2016 | 1 other company |
| Katrina Vollentine | Director | Jan 1972 | 17 Dec 2019 | 4 other companies |
| Jayne Phan | Secretary | Not published | 18 Sep 2024 | – |
Other companies run by these 4 directors
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
- 31
- closed down
- 13
- are FCA-registered
- 3
In the full report: all 31 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 3 on the FCA register, including one no longer authorised
- The 3 companies these 4 directors run together
- All 13 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
£18.3k
No earlier figure to compare
Cash at bank
£163k
No earlier figure to compare
Employees (average)
4
No earlier figure to compare
Owed within a year
£160k
No earlier figure to compare
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 05081337. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Wollen Michelmore Financial Planning’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Paradigm Norton Holdings Limited took control (75–100% of shares)
Companies House
2011
1 November 2011
- Changed its registered name from "Paradigm Norton Hooper & Wollen Financial Planning Ltd"
FCA register
2010
11 October 2010
- Changed its registered name from "Hooper & Wollen Financial Planning Ltd"
FCA register
2009
28 January 2009
- Changed its registered name from "Ensign Financial Planning Ltd"
FCA register
2004
13 May 2004
- Became an appointed representative
FCA register
23 March 2004
- Incorporated at Companies House
Companies House
In the full report: all 29 events
- All 29 events in its history (6 shown here)
- Every director appointment and resignation: 22
Firms connected to Wollen Michelmore Financial Planning
Other FCA-listed firms that share a director, phone number or address with Wollen Michelmore Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- no longer authorised
- 1
- share a director
- 2
In the full report: all 2 connected firms, named
- How each is linked: shared directors (2)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Firms like Wollen Michelmore Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Exeter
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 Wollen Michelmore Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 31 other companies its directors have run, named
- 2 background checks on its contact details
- All 29 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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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