The Bishop Wheeler Catholic Academy Trust

Reference number: 961064

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

SME HCI Limited Reference number: 626422 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • The Bishop Wheeler Catholic Academy Trust (FRN 961064) introduces customers to SME HCI Limited (FRN 626422). Any regulated advice or arranging is done by the principal, not The Bishop Wheeler Catholic Academy Trust.
  • Example: if The Bishop Wheeler Catholic Academy Trust refers you to a financial adviser, the advice should come from the principal firm, not from The Bishop Wheeler Catholic Academy Trust itself.
  • 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.

Identity

Check their details

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.

Company details

From the company's Companies House record.

Company number
08399801
Company status
Active
Company type
Private company limited by guarantee
Incorporated
12 February 2013 (13 years old)
Registered office
The Bishop Wheeler Catholic Academy Trust Bradford Road, Menston, Ilkley, West Yorkshire, LS29 6AE, England
Nature of business
  • Pre-primary education (SIC 85100)
  • Primary education (SIC 85200)
  • General secondary education (SIC 85310)

Current directors and secretaries

Name Role Born Appointed
Helen Louise Mills Director Jun 1965 8 Jan 2021
Paul Christopher Jackson Director Jan 1955 1 Sep 2022
John Howard Barnes Director Aug 1953 17 Apr 2023
Kerry Kurczij Director Dec 1980 1 Sep 2023
Duncan Jonathan Martin Director Oct 1967 15 Nov 2024
Sarah Martin Director Dec 1972 15 Nov 2024
Shaun Leonard Vickers Director Mar 1957 15 Nov 2024
Ian Michael Legg Director Jan 1964 24 Jun 2025
Jack Clarke Director Dec 1965 9 Sep 2025
Aoibheann Mary Kelly-Edwards Director Aug 1978 5 Mar 2026
Jemma Johnson Secretary Not published 6 Sep 2020

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through SME HCI 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: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is The Bishop Wheeler Catholic Academy Trust FCA authorised?
The Bishop Wheeler Catholic Academy Trust (FRN 961064) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for The Bishop Wheeler Catholic Academy Trust?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. The Bishop Wheeler Catholic Academy Trust (FRN 961064) introduces customers to SME HCI Limited (FRN 626422). Any regulated advice or arranging is done by the principal, not The Bishop Wheeler Catholic Academy Trust. Example: if The Bishop Wheeler Catholic Academy Trust refers you to a financial adviser, the advice should come from the principal firm, not from The Bishop Wheeler Catholic Academy Trust itself. 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.
Is my money safe with The Bishop Wheeler Catholic Academy Trust?
Protection works through SME HCI Limited, the principal firm responsible for The Bishop Wheeler Catholic Academy Trust's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is The Bishop Wheeler Catholic Academy Trust a scam or clone?
The Bishop Wheeler Catholic Academy Trust is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is The Bishop Wheeler Catholic Academy Trust's Firm Reference Number (FRN)?
The Bishop Wheeler Catholic Academy Trust's FRN is 961064. You can verify it on the FCA register.