Woodall Wealth Management Ltd

Reference number: 987343

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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

HARVEST ASSOCIATES LIMITED Reference number: 629749 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.
  • Woodall Wealth Management Ltd (FRN 987343) is an AR of HARVEST ASSOCIATES LIMITED (FRN 629749). When you use Woodall Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Woodall Wealth Management, 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

    01246 573173

  • Address

    2 Dowcarr Lane, Woodall, Harthill, Sheffield, South Yorkshire, S26 7XN, United Kingdom

In the full report: 2 background checks

  • What kind of line 01246 573173 is, and the other firm that gives it
  • Who else gives the postcode S26 7XN
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Harvest Associates 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
14341659
Company status
Active
Company type
Private limited company
Incorporated
7 September 2022 (4 years old)
Registered office
2 Dowcarr Lane, Woodall, Harthill, Sheffield, S26 7XN, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Life insurance (SIC 65110)
  • Life reinsurance (SIC 65201)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Lee Alan Thompson Director Feb 1974 7 Sep 2022 None
Marianne Poole Director Apr 1981 14 Mar 2023 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

Total equity

£134k

+62% from £82.9k

Employees (average)

2

Same as 2

Owed within a year

£106k

−3.8% from £110k

Assets and liabilities

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 14341659. 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

Woodall Wealth Management’s history from the FCA register and Companies House, newest first.

2023

16 March 2023

  • Marianne Poole became a part-owner (25–50% of shares)

Companies House

14 March 2023

  • Marianne Poole appointed as a director

Companies House

2022

18 November 2022

  • Became an appointed representative

FCA register

7 September 2022

  • Incorporated at Companies House
  • Lee Alan Thompson became a part-owner (25–50% of shares)
  • Lee Alan Thompson appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Woodall Wealth Management

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

connected firm
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Woodall Wealth Management

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

In Sheffield

7 Hills Mortgages LimitedSheffieldAppointed representativeA2 Advice LtdSheffieldAppointed representativeAllen, West and Foster Financial Services LtdSheffieldAppointed representativeAndrew LangdaleSheffieldAppointed representativeBeck Financial Planning LtdSheffieldAppointed representativeBig Picture Financial Planning LTDSheffieldAppointed 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 Woodall Wealth Management

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
  • All 6 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Woodall Wealth Management Ltd FCA authorised?
Woodall Wealth Management Ltd (FRN 987343) 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 Woodall Wealth Management?
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. Woodall Wealth Management Ltd (FRN 987343) is an AR of HARVEST ASSOCIATES LIMITED (FRN 629749). When you use Woodall Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Woodall Wealth Management, 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 Woodall Wealth Management’s phone number?
The FCA register lists the phone number 01246 573173 for Woodall Wealth Management. 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 one other FCA firm.
Is Woodall Wealth Management a scam or clone?
Woodall Wealth Management 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 Woodall Wealth Management?
Protection works through Harvest Associates Limited, the principal firm responsible for Woodall Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Woodall Wealth Management?
Companies House lists 2 people with significant control of Woodall Wealth Management: Mr Lee Alan Thompson (25–50% of shares) and Ms Marianne Poole (25–50% of shares).
Who runs Woodall Wealth Management?
Companies House lists 2 directors of Woodall Wealth Management: Lee Alan Thompson and Marianne Poole.
How long has Woodall Wealth Management been in business?
The company was formed on 7 September 2022.
What do Woodall Wealth Management’s latest accounts show?
Its latest accounts, to 30 September 2025, show total equity of £134k (+62% from £82.9k).

Sources and links

The full report on Woodall Wealth Management Ltd

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