Wollen Michelmore Financial Planning Ltd
Reference number: 400890
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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.
Responsible principal firm
Paradigm Norton Financial Planning Limited Reference number: 455083 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.
- Wollen Michelmore Financial Planning Ltd (FRN 400890) is an AR of Paradigm Norton Financial Planning Limited (FRN 455083). When you use Wollen Michelmore Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Wollen Michelmore Financial Planning, 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.
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No website on the FCA register
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Verified phone number
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Verified address
Regus, 1 Emperor Way, Exeter Business Park, Exeter, Devon, EX1 3QS, United Kingdom
- Wollens Financial Planning
Company details
From the company's Companies House record.
- Company name
- WOLLEN MICHELMORE FINANCIAL PLANNING LIMITED
- Company number
- 05081337
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 23 March 2004 (22 years old)
- Registered office
- Paradigm House Macrae Road, Ham Green, Bristol, BS20 0DD
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Christopher Duncan Hart | Director | Apr 1963 | 23 Mar 2004 |
| Barry David Horner | Director | Jun 1960 | 16 Sep 2010 |
| Martin Lee Ruskin | Director | May 1968 | 28 Apr 2016 |
| Katrina Vollentine | Director | Jan 1972 | 17 Dec 2019 |
| Jayne Phan | Secretary | Not published | 18 Sep 2024 |
Activities and protection
What they can do, and how you are protected
- Protection through the principal firmProtection works through Paradigm Norton Financial Planning 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.
Previously registered as
The FCA register holds 3 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- Ensign Financial Planning Ltd
- Hooper & Wollen Financial Planning Ltd
- Paradigm Norton Hooper & Wollen Financial Planning Ltd
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