McEwan Wallace Wealth Management Limited
Were you advised by McEwan Wallace Wealth Management Limited?
Finding out that money you set aside for the future has not done what you were told it would is unsettling, and wanting to understand why is a reasonable place to start. This page sets out what the public record shows about McEwan Wallace Wealth Management Limited, including the decisions the Financial Ombudsman has published about the firm, so you can see the position for yourself.
Financial Ombudsman decisions involving this firm
The Financial Ombudsman Service publishes its final decisions. McEwan Wallace Wealth Management Limited appears in 2 published decisions 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 |
|---|---|---|---|---|
| 18 April 2016 | DRN7100589 | Investment and pensions | Upheld | Read the decision |
| 2 March 2016 | DRN4323398 | 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 McEwan Wallace Wealth Management Limited was dissolved on 24 March 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 not declared this firm in default at the time of writing. A default is normally declared once the scheme receives a claim it considers eligible, so coming forward is part of what triggers 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 27 February 2003 under company number 04680840. Its status at Companies House is recorded as dissolved.
Registered office: 58 Telegraph Road, Heswall, Wirral, Merseyside, CH60 0AG, England.
Previously named: MCEWAN WALLACE (FINANCIAL SERVICES) LIMITED.
Nature of business (SIC): 64999.
Company timeline (public record)
Key dated events for this firm, drawn from public records. Each entry shows its source.
| Date | Event | Source |
|---|---|---|
| 27 Feb 2003 | Company incorporated | Companies House |
| 27 Feb 2003 | Thomas Paul, Mt Cochrane appointed secretary | Companies House |
| 27 Feb 2003 | Swift Incorporations Limited appointed corporate-nominee-secretary | Companies House |
| 27 Feb 2003 | Swift Incorporations Limited resigned as corporate-nominee-secretary | Companies House |
| 27 Feb 2003 | Paul Vincent Bradshaw appointed director | Companies House |
| 27 Feb 2003 | Thomas Paul, Mt Cochrane appointed director | Companies House |
| 27 Feb 2003 | Instant Companies Limited appointed corporate-nominee-director | Companies House |
| 27 Feb 2003 | Instant Companies Limited resigned as corporate-nominee-director | Companies House |
| 05 Aug 2003 | Paul Vincent Bradshaw approved by the FCA at the firm | FCA Register |
| 05 Aug 2003 | Ian Clifford Agnew approved by the FCA at the firm | FCA Register |
| 05 Aug 2003 | Thomas Paul Cochrane approved by the FCA at the firm | FCA Register |
| 13 Jan 2004 | Suzanne Bradshaw approved by the FCA at the firm | FCA Register |
| 01 Mar 2005 | Jonathan Trevor Douglas Cooke approved by the FCA at the firm | FCA Register |
| 13 May 2016 | David Charles Beck appointed secretary | Companies House |
| 13 May 2016 | David Charles Beck appointed director | Companies House |
| 13 May 2016 | Adrian Cleator appointed director | Companies House |
| 13 May 2016 | Susan Elizabeth Cochrane resigned as secretary | Companies House |
| 13 May 2016 | Thomas Paul, Mt Cochrane resigned as secretary | Companies House |
| 13 May 2016 | Anne Judith Gould resigned as secretary | Companies House |
| 13 May 2016 | Susan Patricia Richards resigned as secretary | Companies House |
| 13 May 2016 | Marie Anne Wilson resigned as secretary | Companies House |
| 13 May 2016 | Paul Vincent Bradshaw resigned as director | Companies House |
| 13 May 2016 | Thomas Paul, Mt Cochrane resigned as director | Companies House |
| 13 May 2016 | Alan David Richards resigned as director | Companies House |
| 13 May 2016 | David Charles Beck approved by the FCA at the firm | FCA Register |
| 13 May 2016 | Adrian Cleator approved by the FCA at the firm | FCA Register |
| 29 Jun 2018 | FCA status recorded as: No longer authorised | FCA Register |
| 24 Mar 2020 | Company dissolved | Companies House |
Focused on the firm’s early history and the events leading up to and following its failure. 11 routine entries from its active years are omitted.
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.
- David Charles Beck. Listed on the FCA Register as having held Responsibility for MCD Intermediation (13/05/2016 to 30/03/2018), Responsible for Insurance Mediation (13/05/2016 to 30/03/2018), CF10 Compliance Oversight (13/05/2016 to 30/03/2018), CF1 Director (13/05/2016 to 30/03/2018) at the firm.
- Adrian Cleator. Listed on the FCA Register as having held Responsible for Insurance Mediation (13/05/2016 to 13/05/2016), CF11 Money Laundering Reporting (13/05/2016 to 30/03/2018), CF1 Director (13/05/2016 to 30/03/2018) at the firm.
- Suzanne Bradshaw. Listed on the FCA Register as having held CF22 Investment Adviser (Trainee) (13/01/2004 to 09/03/2005), CF30 Customer (01/11/2007 to 30/03/2018), CF21 Investment Adviser (09/03/2005 to 31/10/2007) at the firm.
- Martin Alan Weadock. Listed on the FCA Register as having held CF30 Customer (02/09/2014 to 30/03/2018) at the firm.
- Paul Vincent Bradshaw. Listed on the FCA Register as having held Responsibility for MCD Intermediation (21/03/2016 to 13/05/2016), Responsible for Insurance Mediation (14/01/2005 to 13/05/2016), CF11 Money Laundering Reporting (05/08/2003 to 13/05/2016), CF10 Compliance Oversight (05/08/2003 to 13/05/2016) at the firm.
- Jonathan Trevor Douglas Cooke. Listed on the FCA Register as having held CF24 Pension Transfer Specialist (01/03/2005 to 28/02/2005), CF21 Investment Adviser (01/03/2005 to 28/02/2005) at the firm.
- Joseph Anthony Richard Sanderson. Listed on the FCA Register as having held CF30 Customer (01/11/2007 to 05/04/2012), CF21 Investment Adviser (28/08/2006 to 31/10/2007) at the firm.
- Ian Clifford Agnew. Listed on the FCA Register as having held CF30 Customer (01/11/2007 to 20/11/2009), CF24 Pension Transfer Specialist (05/08/2003 to 31/10/2007), CF21 Investment Adviser (05/08/2003 to 31/10/2007) at the firm.
- Nigel Leslie Kenneth Evans. Listed on the FCA Register as having held CF30 Customer (08/12/2010 to 06/11/2015) at the firm.
- Thomas Paul Cochrane. Listed on the FCA Register as having held CF1 Director (05/08/2003 to 13/05/2016) 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 223814) · Companies House (04680840). Public records, provided for transparency.
