Wood Kirkbride Independent Financial Advisers Limited

Reference number: 938688

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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

  • When woodkirkbride-ifa.com first appeared online, and whether it can receive email
  • What kind of line 0191 570 0096 is
  • Who else gives the postcode SR5 3NZ
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FCA permissions and consumer protection

  • 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.
  • 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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (12 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Making arrangements with a view to regulated mortgage contracts
  • 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
12831249
Company status
Active
Company type
Private limited company
Incorporated
24 August 2020 (6 years old)
Registered office
Wood Kirkbride Ifa Ltd Washington Business Centre, Suite 10, 2 Turbine Way, Washington, SR5 3NZ, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
David Wood Director Jul 1964 24 Aug 2020 None
Julie Wood Director Jan 1968 24 Aug 2020 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 30 September 2025Micro-entity accountsNot audited

Net assets

£172k

+7.8% from £159k

Employees (average)

3

−25% from 4

Owed within a year

£33.6k

−4.6% from £35.2k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 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 12831249. 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

This firm’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2021

14 June 2021

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2020

24 August 2020

  • Incorporated at Companies House
  • David Wood became a part-owner (25–50% of shares)
  • Julie Wood 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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Similar firms

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

In Sunderland

DMH Private Wealth LimitedSunderlandAuthorisedManfield Wealth Management LimitedSunderlandAuthorisedPrestige Financial Planners LimitedSunderlandAuthorisedTtr Barnes Financial Services LimitedSunderlandAuthorisedAdamson Financial Planning LTDSunderlandAppointed representativeAdvanced IFA LtdSunderlandAppointed 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 this firm

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
  • 5 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Wood Kirkbride Independent Financial Advisers Limited FCA authorised?
Yes, Wood Kirkbride Independent Financial Advisers Limited (FRN 938688) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Wood Kirkbride Independent Financial Advisers’ phone number and website?
The FCA register lists the phone number 0191 570 0096 and the website woodkirkbride-ifa.com for Wood Kirkbride Independent Financial Advisers. If you were given different contact details, use these to check with the firm before going any further.
Is Wood Kirkbride Independent Financial Advisers a scam or clone?
Wood Kirkbride Independent Financial Advisers 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 Wood Kirkbride Independent Financial Advisers?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wood Kirkbride Independent Financial Advisers to the Financial Ombudsman Service, free of charge.
Who owns Wood Kirkbride Independent Financial Advisers?
Companies House lists 2 people with significant control of Wood Kirkbride Independent Financial Advisers: Mr David Wood (25–50% of shares) and Mrs Julie Wood (25–50% of shares).
Who runs Wood Kirkbride Independent Financial Advisers?
Companies House lists 2 directors of Wood Kirkbride Independent Financial Advisers: David Wood and Julie Wood.
How long has Wood Kirkbride Independent Financial Advisers been in business?
The company was formed on 24 August 2020, and has held its current FCA authorisation since June 2021.
What do Wood Kirkbride Independent Financial Advisers’ latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £172k (+7.8% from £159k).

Sources and links

The full report on Wood Kirkbride Independent Financial Advisers Limited

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