Wilson Mortgages and Financial Services Limited

Reference number: 938707

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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.

The FCA register does not name a principal for this 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.
  • Wilson Mortgages and Financial Services Limited (FRN 938707) is listed as an appointed representative, but the register does not show its principal firm here. Find the principal on the FCA register before dealing with this firm.
  • Example: if you take financial advice from Wilson Mortgages and Financial Services, 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.

  • No website on the FCA register

  • Verified phone number

    07818 040400

  • Verified address

    12B Kennerleys Lane, Wilmslow, Cheshire East, SK9 5EQ, United Kingdom

Also trades as
  • Wilson Mortgages

Company details

From the company's Companies House record.

Company number
13316713
Company status
Active
Company type
Private limited company
Incorporated
6 April 2021 (5 years old)
Registered office
12b Kennerleys Lane, Wilmslow, SK9 5EQ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Management consultancy activities other than financial management (SIC 70229)

Current directors and secretaries

Name Role Born Appointed
Lee Alexander Wilson Director Dec 1980 6 Apr 2021
Ami Louise Conroy Secretary Not published 21 Mar 2025

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

  • Lee Wilson

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Wilson mortgage services

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Common questions

Frequently asked questions

Is Wilson Mortgages and Financial Services Limited FCA authorised?
Wilson Mortgages and Financial Services Limited (FRN 938707) 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 Wilson Mortgages and Financial Services?
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. Wilson Mortgages and Financial Services Limited (FRN 938707) is listed as an appointed representative, but the register does not show its principal firm here. Find the principal on the FCA register before dealing with this firm. Example: if you take financial advice from Wilson Mortgages and Financial Services, 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 Wilson Mortgages and Financial Services?
Protection works through the principal firm responsible for Wilson Mortgages and Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Wilson Mortgages and Financial Services a scam or clone?
Wilson Mortgages and Financial Services 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 Wilson Mortgages and Financial Services's Firm Reference Number (FRN)?
Wilson Mortgages and Financial Services's FRN is 938707. You can verify it on the FCA register.