Woodward Markwell Financial Advisers Ltd

Reference number: 146449

Instant download

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 woodwardmarkwell.co.uk first appeared online, and whether it can receive email
  • What kind of line 01473 408422 is
  • Who else gives the postcode IP1 1SL
Instant PDF download
Other names (1)

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

  • Woodward Markwell Insurance Brokers Limited Former name

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.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • 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
02492078
Company status
Active
Company type
Private limited company
Incorporated
12 April 1990 (36 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Life insurance (SIC 65110)
  • Non-life insurance (SIC 65120)

Directors and company secretaries

Name Role Born Appointed Other companies
Davina Anne Olson Director Sep 1970 1 May 2018 7 other companies
Rachel Elizabeth Fortescue Director Dec 1968 1 Mar 2023 4 other companies
Jacob John Blackmore Director Dec 1988 1 Mar 2023 4 other companies

Other companies run by these 3 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
7
closed down
1
is FCA-registered
1

In the full report: all 7 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 4 companies these 3 directors run together
  • All 15 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 January 2026Full accountsNot audited

Net assets

£1.80m

+10% from £1.64m

Cash at bank

£301k

+105% from £147k

Owed within a year

£246k

−21% from £312k

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.

Accounts filed at Companies House for company 02492078. 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

Woodward Markwell Financial Advisers’s history from the FCA register and Companies House, newest first.

Key events (9) All events (37)

2026

9 September 2026

  • Woodward Markwell Holdco A Limited took control (75–100% of shares)
  • Woodward Markwell Insurance Brokers Holdings Ltd gave up control

Companies House

2023

1 March 2023

  • Changed its registered name from "Woodward Markwell Insurance Brokers Limited"

FCA register · Companies House

2016

6 April 2016

  • Woodward Markwell Insurance Brokers Holdings Ltd took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

1999

3 November 1999

  • Regulated by the Personal Investment Authority from this date

FCA register

1990

12 April 1990

  • Incorporated at Companies House

Companies House

In the full report: all 37 events

  • All 37 events in its history (9 shown here)
  • Every director appointment and resignation: 24
Instant PDF download

Firms connected to Woodward Markwell Financial Advisers

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
Instant PDF download

Firms like Woodward Markwell Financial Advisers

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

In Ipswich

Citrus Wealth Management LimitedIpswichAuthorisedDebenwood Financial Planning LtdIpswichAuthorisedDoug Wade Insurance ConsultantIpswichAuthorisedFraser - Hann Financial Services LimitedIpswichAuthorisedGalleon Wealth Management LtdIpswichAuthorisedGary BunkellIpswichAuthorised

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 Woodward Markwell Financial Advisers

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

  • 7 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 37 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Woodward Markwell Financial Advisers Ltd FCA authorised?
Yes, Woodward Markwell Financial Advisers Ltd (FRN 146449) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Woodward Markwell Financial Advisers’ phone number and website?
The FCA register lists the phone number 01473 408422 and the website woodwardmarkwell.co.uk for Woodward Markwell Financial Advisers. If you were given different contact details, use these to check with the firm before going any further.
Is Woodward Markwell Financial Advisers a scam or clone?
Woodward Markwell 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 Woodward Markwell 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 Woodward Markwell Financial Advisers to the Financial Ombudsman Service, free of charge.
Who owns Woodward Markwell Financial Advisers?
Woodward Markwell Financial Advisers is owned by Woodward Markwell Holdco A Limited, which holds 75–100% of shares, since 9 September 2026. Before that, it was controlled by Woodward Markwell Insurance Brokers Holdings Ltd.
Who runs Woodward Markwell Financial Advisers?
Companies House lists 3 directors of Woodward Markwell Financial Advisers: Davina Anne Olson, Rachel Elizabeth Fortescue and Jacob John Blackmore.
How long has Woodward Markwell Financial Advisers been in business?
The company was formed on 12 April 1990, and has held its current FCA authorisation since December 2001.
What do Woodward Markwell Financial Advisers’ latest accounts show?
Its latest accounts, to 31 January 2026, show net assets of £1.80m (+10% from £1.64m) and cash at bank of £301k (+105% from £147k).
Does Woodward Markwell Financial Advisers use any other names?
It has previously used the name Woodward Markwell Insurance Brokers Limited.

Sources and links

The full report on Woodward Markwell Financial Advisers Ltd

£19.99 · Instant PDF download

Loading secure checkout…