Financial AdviserProfile

DALLAS & CO LTD

Public-record profile
125 Cheltenham Road, Gloucester, GL2 0JQ
Claim Profile

Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

DALLAS & CO LTD is listed as a FCA appointed representative in the GL2 0JQ area. Registered at Companies House in 2011. FCA records list Vision Independent Financial Planning Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2011
Type
FCA appointed representative
Company No.
07588935
SIC
64999
Services
1

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Vision Independent Financial Planning Ltd, FRN 487395 (Full)

Companies House

DALLAS & CO LTD is active and was incorporated on 4 April 2011.

Nature of business: 64999 - Financial intermediation not elsewhere classified, 65300 - Pension funding, 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: 701 Stonehouse Park Sperry Way, Stonehouse, Gloucestershire, GL10 3UT, England

Authorisations

FCAactive
Reference: 548062
Type: FCA appointed representative
Company no.: 07588935
Verified:
View public register

Company Snapshot

Industry
Accounting & Tax Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
30 April 2025
Accounts next due
31 January 2027
Accounts type
Total Exemption Full
Employees
2
Equity
£423,214
Cash
£463,067
Current assets
£463,467
Net current assets/liabilities
£420,645
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

WATHEN, Simon John
Appointed 30 April 2026
DOB: 5/1973

Persons with significant control

Rw Wealth Partners Limited
Corporate Entity Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
Mr Iain Mckenzie Dallas
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent
DOB: 5/1960

Recent Filings

13 May 2026
AD01
change registered office address company with date old address new address
13 May 2026
PSC07
cessation of a person with significant control
13 May 2026
PSC02
notification of a person with significant control
13 May 2026
TM01
termination director company with name termination date
13 May 2026
TM01
termination director company with name termination date
13 May 2026
AP01
appoint person director company with name date

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for DALLAS & CO LTD yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Review verificationPending Verification

Email-only reviews require manual approval before publication.

Sign in with LinkedIn to Review

Location

Loading map...

You'll find DALLAS & CO LTD at the location shown on the map in Gloucester.

Other Financial Advisers in or near Gloucester

Explore other listed profiles in your area

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.