The Society of Will Writers and Estate Planning Practitioners

Reference number: 499688

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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.

The FCA register does not name a principal for this 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 Society of Will Writers and Estate Planning Practitioners (FRN 499688) is listed as an introducer appointed representative, but the register does not show its principal firm here. Check the FCA register before sharing your details.
  • Example: if The Society of Will Writers and Estate Planning Practitioners refers you to a financial adviser, the advice should come from the principal firm, not from The Society of Will Writers and Estate Planning Practitioners 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
02918900
Company status
Active
Company type
Private company limited by guarantee
Incorporated
14 April 1994 (32 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Activities of professional membership organisations (SIC 94120)

Current directors and secretaries

Name Role Born Appointed
Anthony Belcher Director Jul 1994 1 Nov 2019
Siobhan Rattigan-Smith Director Feb 1992 1 Oct 2021
Paula Brenda Mcmillan Secretary Not published 1 Feb 2001

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 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.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Society of Will Writers & Estate Planners
  • Society of Will Writers & Estate Planning Practitioners

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Common questions

Frequently asked questions

Is The Society of Will Writers and Estate Planning Practitioners FCA authorised?
The Society of Will Writers and Estate Planning Practitioners (FRN 499688) 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 Society of Will Writers and Estate Planning Practitioners?
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 Society of Will Writers and Estate Planning Practitioners (FRN 499688) is listed as an introducer appointed representative, but the register does not show its principal firm here. Check the FCA register before sharing your details. Example: if The Society of Will Writers and Estate Planning Practitioners refers you to a financial adviser, the advice should come from the principal firm, not from The Society of Will Writers and Estate Planning Practitioners 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 Society of Will Writers and Estate Planning Practitioners?
Protection works through the principal firm responsible for The Society of Will Writers and Estate Planning Practitioners's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is The Society of Will Writers and Estate Planning Practitioners a scam or clone?
The Society of Will Writers and Estate Planning Practitioners 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 Society of Will Writers and Estate Planning Practitioners's Firm Reference Number (FRN)?
The Society of Will Writers and Estate Planning Practitioners's FRN is 499688. You can verify it on the FCA register.