Woollacott Wealth Management Limited

Reference number: 1049176

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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.

Appointed for under a year
Protected through the principal
No FCA actions
Active company since 2023
Accounts filed up to 28 February 2026

Responsible principal firm

Julian Harris Financial Consultants Reference number: 153566 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.
Woollacott Wealth Management Limited (FRN 1049176) is an AR of Julian Harris Financial Consultants (FRN 153566). When you use Woollacott Wealth Management's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Woollacott 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

07770 787641
Address

Beech House, Rectory Road, Dolton, Winkleigh, Devon, EX19 8QL, United Kingdom

In the full report: 2 background checks

What kind of line 07770 787641 is
Who else gives the postcode EX19 8QL

FCA permissions and consumer protection

Protection through the principal firm
Protection works through Julian Harris Financial Consultants, 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: 14658251 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 13 February 2023 (3 years old)
Registered office: Beech House Rectory Road, Dolton, Winkleigh, EX19 8QL, England
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Andrew Woollacott	Director	Jul 1984	14 Mar 2023	None

In the full report: every company its directors have run

Confirmation that its director runs no other company
Both people who have been directors, with their dates

Filed accounts and finances

Year to 28 February 2026Dormant company accountsNot audited

Net assets

£10

Same as £10

These accounts were filed as dormant: the company reported no significant trading in the period.

Net assets

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 14658251. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (13) All events (20)

2026

27 January 2026

Became an appointed representative

FCA register

2025

3 December 2025

Charlotte Woollacott stopped being a part-owner

Companies House

2024

14 March 2024

Andrew Woollacott took control (75–100% of shares)

Companies House

2023

18 August 2023

Andrew Woollacott gave up control
Charlotte Woollacott became a part-owner (25–50% of shares)

Companies House

25 July 2023

Charlotte Woollacott no longer has significant control

Companies House

24 July 2023

Andrew Woollacott took control (75–100% of shares)

Companies House

12 June 2023

Charlotte Woollacott gained significant control
Charlotte Woollacott gave up control
Jonathan Adams stopped being a part-owner

Companies House

23 February 2023

Jonathan Adams became a part-owner (25–50% of shares)

Companies House

13 February 2023

Incorporated at Companies House
Charlotte Woollacott took control (75–100% of shares)

Companies House

In the full report: all 20 events

All 20 events in its history (13 shown here)
Every director appointment and resignation: 7

Firms like Woollacott Wealth Management

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

In the Exeter (EX) postcode area

Andrew KeechBarnstapleAppointed representative Anna Gidman Wealth LtdExeterAppointed representative Astria Payroll LimitedExeterAppointed representative Avocet Wealth Partnership LtdExmouthAppointed representative Blueprint Financial Planning LimitedBarnstapleAppointed representative Bright Future Financial LtdAxminsterAppointed 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 Woollacott 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 20 events in its history

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Frequently asked questions about this firm

Is Woollacott Wealth Management Limited FCA authorised?

Woollacott Wealth Management Limited (FRN 1049176) 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 Woollacott 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. Woollacott Wealth Management Limited (FRN 1049176) is an AR of Julian Harris Financial Consultants (FRN 153566). When you use Woollacott Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Woollacott 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 Woollacott Wealth Management’s phone number?

The FCA register lists the phone number 07770 787641 for Woollacott Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Woollacott Wealth Management a scam or clone?

Woollacott 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 Woollacott Wealth Management?

Protection works through Julian Harris Financial Consultants, the principal firm responsible for Woollacott Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Woollacott Wealth Management?

Companies House lists one person with significant control of Woollacott Wealth Management: Mr Andrew Woollacott (75–100% of shares). Before that, it was controlled by Mrs Charlotte Woollacott and Mr Jonathan Adams.

Who runs Woollacott Wealth Management?

Companies House lists one director of Woollacott Wealth Management: Andrew Woollacott.

How long has Woollacott Wealth Management been in business?

The company was formed on 13 February 2023.

What do Woollacott Wealth Management’s latest accounts show?

Its latest accounts, to 28 February 2026, show net assets of £10 (same as £10).

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