Woodall Wealth Management Ltd

Reference number: 987343

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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

HARVEST ASSOCIATES LIMITED Reference number: 629749 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.
  • Woodall Wealth Management Ltd (FRN 987343) is an AR of HARVEST ASSOCIATES LIMITED (FRN 629749). When you use Woodall Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Woodall Wealth Management, 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

    01246 573173

  • Verified address

    2 Dowcarr Lane, Woodall, Harthill, Sheffield, South Yorkshire, S26 7XN, United Kingdom

Company details

From the company's Companies House record.

Company number
14341659
Company status
Active
Company type
Private limited company
Incorporated
7 September 2022 (3 years old)
Registered office
2 Dowcarr Lane, Woodall, Harthill, Sheffield, S26 7XN, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Life insurance (SIC 65110)
  • Life reinsurance (SIC 65201)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Lee Alan Thompson Director Feb 1974 7 Sep 2022
Marianne Poole Director Apr 1981 14 Mar 2023

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 HARVEST ASSOCIATES 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 Woodall Wealth Management Ltd FCA authorised?
Woodall Wealth Management Ltd (FRN 987343) 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 Woodall Wealth Management?
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. Woodall Wealth Management Ltd (FRN 987343) is an AR of HARVEST ASSOCIATES LIMITED (FRN 629749). When you use Woodall Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Woodall Wealth Management, 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 Woodall Wealth Management?
Protection works through HARVEST ASSOCIATES LIMITED, the principal firm responsible for Woodall Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Woodall Wealth Management a scam or clone?
Woodall Wealth Management 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 Woodall Wealth Management's Firm Reference Number (FRN)?
Woodall Wealth Management's FRN is 987343. You can verify it on the FCA register.