William & Partners PIO Limited

Reference number: 934617

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

WESTLAIN WEALTH MANAGEMENT LTD Reference number: 911599 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.
  • William & Partners PIO Limited (FRN 934617) is an AR of WESTLAIN WEALTH MANAGEMENT LTD (FRN 911599). When you use William & Partners PIO's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from William & Partners PIO, 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.

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
14727148
Company status
Active
Company type
Private limited company
Incorporated
13 March 2023 (3 years old)
Registered office
First Floor 1 Des Roches Square, Witan Way, Witney, Oxfordshire, OX28 4BE, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Charles William Proger Director Jun 1977 13 Mar 2023
Gabrielle Kate Louise Proger Director Jan 1983 13 Mar 2023
Anthony John Edwards Director Jun 1958 17 May 2023
Rory William Gilbert Director Mar 1970 19 Sep 2024

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 WESTLAIN WEALTH MANAGEMENT LTD, 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 one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • William & Partners LLP

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is William & Partners PIO Limited FCA authorised?
William & Partners PIO Limited (FRN 934617) 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 William & Partners PIO?
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. William & Partners PIO Limited (FRN 934617) is an AR of WESTLAIN WEALTH MANAGEMENT LTD (FRN 911599). When you use William & Partners PIO's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from William & Partners PIO, 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.
Is my money safe with William & Partners PIO?
Protection works through WESTLAIN WEALTH MANAGEMENT LTD, the principal firm responsible for William & Partners PIO's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is William & Partners PIO a scam or clone?
William & Partners PIO 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 William & Partners PIO's Firm Reference Number (FRN)?
William & Partners PIO's FRN is 934617. You can verify it on the FCA register.