UK (FCA)
Authorised
Authorised since September 2026
Last updated 5 September 2026
Willis & Company (Financial Services) Limited
Investment and advice, Wealth/investment advisor
Location
Willis & Company (Financial Services) Limited, Newsletter Building, 55-59 Donegall Street, Belfast, Co Antrim, BT1 2FH
Summary
Willis & Company (Financial Services) Limited is a Belfast-based wealth/investment advisor. It was first authorised by the FCA in 2026. It has permissions related to investments and pensions.
Timeline
1 September 2026
First authorised by the FCA
1 September 2026
Permission update: Advising (ex Pension Transfers/Opt Outs)
1 September 2026
Role appointment: Responsible for Insurance Distribution (Mr Stephen James Willis)
Firm permissions
Designated Investment Business
Latest financial accounts
Key people
SMF17 Money Laundering Reporting Officer (MLRO)
Mr John Christian Bedford
email@company.com+44 20 0000 0000
FAQ
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