Wooton & Bean Financial Solutions Limited

Reference number: 697423

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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

Quilter Financial Services Limited Reference number: 440703 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.
  • Wooton & Bean Financial Solutions Limited (FRN 697423) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Wooton & Bean Financial Solutions's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Wooton & Bean Financial Solutions, 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.

In the full report: 3 background checks

  • When wootonandbean.co.uk first appeared online, and whether it can receive email
  • What kind of line 01444 440530 is, and the other firm that gives it
  • Who else gives the postcode RH16 4LY
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Other names (3)

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

  • Wooton & Bean Trading name
  • Wooton & Bean Financial Solutions Ltd Former name
  • Wooton and Bean Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services 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
09187571
Company status
Active
Company type
Private limited company
Incorporated
22 August 2014 (12 years old)
Registered office
137 South Road, Haywards Heath, West Sussex, RH16 4LY, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Craig Stephen Bean Director Mar 1981 22 Aug 2014 4 other companies
Richard James Wooton Director Aug 1978 22 Aug 2014 4 other companies

Other companies run by these 2 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
5
closed down
1
is FCA-registered
1

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 3 companies these 2 directors run together
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2025Full accountsNot audited

Net assets

£137k

−84% from £859k

Cash at bank

£229k

+48% from £155k

Owed within a year

£192k

+120% from £87.0k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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.

Accounts filed at Companies House for company 09187571. 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

Wooton & Bean Financial Solutions’s history from the FCA register and Companies House, newest first.

Key events (5) All events (14)

2025

2 March 2025

  • Changed its registered name from "Wooton & Bean Financial Solutions Ltd"

FCA register

2016

6 April 2016

  • Craig Stephen Bean became a part-owner (25–50% of shares)
  • Richard James Wooton became a part-owner (25–50% of shares)

Companies House

2015

19 May 2015

  • Became an appointed representative

FCA register

2014

22 August 2014

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (5 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Wooton & Bean Financial Solutions

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

connected firm
1
share a director
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Wooton & Bean Financial Solutions

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

In Haywards Heath

Aligned Wealth Financial Planning LtdHaywards HeathAppointed representativeDiana FinnertyHaywards HeathAppointed representativeDipak KarkiHaywards HeathAppointed representativeGoldsmith Wealth Management LimitedHaywards HeathAppointed representativeGuppy Wealth Management LtdHaywards HeathAppointed representativeJeremy Francis Edward TaylorHaywards HeathAppointed 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 Wooton & Bean Financial Solutions

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

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 14 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Wooton & Bean Financial Solutions Limited FCA authorised?
Wooton & Bean Financial Solutions Limited (FRN 697423) 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 Wooton & Bean Financial Solutions?
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. Wooton & Bean Financial Solutions Limited (FRN 697423) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Wooton & Bean Financial Solutions's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Wooton & Bean Financial Solutions, 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 Wooton & Bean Financial Solutions’ phone number and website?
The FCA register lists the phone number 01444 440530 and the website wootonandbean.co.uk for Wooton & Bean Financial Solutions. 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 Wooton & Bean Financial Solutions a scam or clone?
Wooton & Bean Financial Solutions 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 Wooton & Bean Financial Solutions?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Wooton & Bean Financial Solutions's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Wooton & Bean Financial Solutions?
Companies House lists 2 people with significant control of Wooton & Bean Financial Solutions: Mr Craig Stephen Bean (25–50% of shares) and Mr Richard James Wooton (25–50% of shares).
Who runs Wooton & Bean Financial Solutions?
Companies House lists 2 directors of Wooton & Bean Financial Solutions: Craig Stephen Bean and Richard James Wooton.
How long has Wooton & Bean Financial Solutions been in business?
The company was formed on 22 August 2014.
What do Wooton & Bean Financial Solutions’ latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £137k (−84% from £859k) and cash at bank of £229k (+48% from £155k).
Does Wooton & Bean Financial Solutions use any other names?
It trades as Wooton & Bean. It has previously used 2 other names: Wooton & Bean Financial Solutions Ltd and Wooton and Bean.

Sources and links

The full report on Wooton & Bean Financial Solutions Limited

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