Burgess Williams Financial Management Limited
Concerned about advice from Burgess Williams Financial Management Limited?
People rarely question financial advice until something feels wrong, and by then it can be hard to know where to look. We have pulled together what the public record says about Burgess Williams Financial Management Limited, including every ombudsman decision published about the firm, so the facts are in one place.
Financial Ombudsman decisions involving this firm
The Financial Ombudsman Service publishes its final decisions. Burgess Williams Financial Management Limited appears in 1 published decision on record, and the ombudsman upheld the complaint in every one.
Each decision below links to the ombudsman’s own published document. The consumer’s name is anonymised by the ombudsman, the business is not.
| Date | Reference | Type of complaint | Outcome | Decision |
|---|---|---|---|---|
| 11 January 2016 | DRN9438471 | Investment and pensions | Upheld | Read the decision |
Source: Financial Ombudsman Service published decisions. An upheld decision means the ombudsman agreed with the consumer in that individual case. It does not by itself mean any other complaint will succeed.
How to claim
Companies House records show that Burgess Williams Financial Management Limited was dissolved on 11 January 2020, more than six years ago. A complaint can only be made to a firm that still exists, so the ombudsman route is not open, and because the company has been dissolved beyond the usual six year window for restoring it to the register, a claim against the firm’s own professional indemnity insurance is generally no longer realistic either.
That leaves the Financial Services Compensation Scheme, the FSCS, as the route worth pursuing. The FSCS has already declared this firm in default, which means it is accepting claims against it. If you have only recently become aware that something went wrong, that is not unusual and it does not automatically put you out of time.
The practical challenge with a firm that closed years ago is evidence. Records are scattered or gone, and proving what you were advised to do, and why it was unsuitable, is rarely straightforward on your own. That is exactly the sort of work we take on, so it is worth speaking to us before assuming the case cannot be made.
Company background (public record)
The company was incorporated at Companies House on 8 July 1999 under company number 03803390. Its status at Companies House is recorded as dissolved.
Registered office: 4 Mount Ephraim Road, Tunbridge Wells, Kent, TN1 1EE.
Previously named: DEXMORE LTD.
Nature of business (SIC): 66120.
Company timeline (public record)
Key dated events for this firm, drawn from public records. Each entry shows its source.
| Date | Event | Source |
|---|---|---|
| 08 Jul 1999 | Company incorporated | Companies House |
| 08 Jul 1999 | Rapid Company Services Limited appointed corporate-nominee-secretary | Companies House |
| 08 Jul 1999 | Rapid Nominees Limited appointed corporate-nominee-director | Companies House |
| 04 Aug 1999 | Tracey Louise Chandler appointed secretary | Companies House |
| 04 Aug 1999 | Paul Simon Chandler appointed director | Companies House |
| 04 Aug 1999 | Rapid Company Services Limited resigned as corporate-nominee-secretary | Companies House |
| 04 Aug 1999 | Rapid Nominees Limited resigned as corporate-nominee-director | Companies House |
| 12 Aug 1999 | Company renamed (previously DEXMORE LTD) | Companies House |
| 01 Dec 2001 | Martyn John Ryan approved by the FCA at the firm | FCA Register |
| 01 Dec 2001 | Matthew William Crow approved by the FCA at the firm | FCA Register |
| 01 Dec 2001 | Paul Simon Chandler approved by the FCA at the firm | FCA Register |
| 01 Dec 2001 | Derek Clifford Bennett approved by the FCA at the firm | FCA Register |
| 22 Jan 2002 | John Michael King approved by the FCA at the firm | FCA Register |
| 18 Apr 2002 | Iain Charles Andrews approved by the FCA at the firm | FCA Register |
| 26 Jun 2003 | Robert John Frogley approved by the FCA at the firm | FCA Register |
| 12 Jan 2004 | Jane Louise Tidy approved by the FCA at the firm | FCA Register |
| 06 May 2005 | Elizabeth Andrews approved by the FCA at the firm | FCA Register |
| 06 Jun 2005 | Steven James approved by the FCA at the firm | FCA Register |
| 15 Feb 2010 | Philip Henry John Williams approved by the FCA at the firm | FCA Register |
| 03 Apr 2012 | Sarah Jane Mullen approved by the FCA at the firm | FCA Register |
| 25 Jul 2017 | Company wound up (creditors’ voluntary liquidation) | Companies House |
| 25 Jul 2017 | Insolvency practitioner appointed: Vincent John Green | Companies House |
| 25 Jul 2017 | Insolvency practitioner appointed: Mark Newman | Companies House |
| 06 Dec 2018 | FCA status recorded as: No longer authorised | FCA Register |
| 11 Jan 2020 | Company dissolved (creditors’ voluntary liquidation) | Companies House |
Who was involved?
The following individuals are listed on public records in connection with the firm. These are matters of public record only and their inclusion does not imply any wrongdoing by any named person.
- Philip Henry John Williams. Listed on the FCA Register as having held CF30 Customer (15/02/2010 to 06/12/2018) at the firm.
- Steven James. Listed on the FCA Register as having held CF22 Investment Adviser (Trainee) (06/06/2005 to 09/09/2005) at the firm.
- Iain Charles Andrews. Listed on the FCA Register as having held CF21 Investment Adviser (18/04/2002 to 14/09/2007) at the firm.
- Elizabeth Andrews. Listed on the FCA Register as having held CF22 Investment Adviser (Trainee) (06/05/2005 to 13/10/2006) at the firm.
- Jane Louise Tidy. Listed on the FCA Register as having held CF22 Investment Adviser (Trainee) (12/01/2004 to 21/04/2004) at the firm.
- Martyn John Ryan. Listed on the FCA Register as having held CF21 Investment Adviser (01/12/2001 to 29/07/2002) at the firm.
- Matthew William Crow. Listed on the FCA Register as having held CF21 Investment Adviser (01/12/2001 to 14/02/2005) at the firm.
- Paul Simon Chandler. Listed on the FCA Register as having held Responsible for Insurance Distribution (01/10/2018 to 06/12/2018), CF11 Money Laundering Reporting (01/12/2001 to 06/12/2018), CF10 Compliance Oversight (01/12/2001 to 06/12/2018), CF1 Director (01/12/2001 to 06/12/2018) at the firm.
- Derek Clifford Bennett. Listed on the FCA Register as having held CF24 Pension Transfer Specialist (01/12/2001 to 30/04/2003), CF21 Investment Adviser (01/12/2001 to 30/04/2003) at the firm.
- John Michael King. Listed on the FCA Register as having held CF21 Investment Adviser (22/01/2002 to 26/07/2004) at the firm.
How can we help?
We take the weight of the claim off your shoulders. We start with a free, no obligation chat, give you an honest early view of whether you have a case, and if you decide to go ahead we work on a no win, no fee basis. We deal with the paperwork and put your claim to the FSCS, so you can get on with your life while we work to recover what you are owed.
How does it work?
It starts with a conversation. We listen to what happened, check who was responsible at the time and look at your paperwork, then explain your options in plain English. If there are grounds, we build the claim and keep you updated at every stage. If we do not think you have a claim, or it is not successful, you do not pay us a penny.
Seek claim advice today
Claims like these can be time sensitive, so it is worth getting an expert view early. Call 0800 041 8359 or make an enquiry and one of our team will come back to you.
NB: the information on this page is drawn from public records held by the FCA Register, Companies House and the Financial Ombudsman Service. It is provided for general information, is factual and neutral, and makes no allegation against any named individual or firm. It is not advice, and no outcome is promised.
Review page sources: FCA Register (FRN 190618) · Companies House (03803390) · FSCS. Public records, provided for transparency.
