Andy Rooke Financial Consultancy Limited

Reference number: 491814

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Chartwell Funding Limited Reference number: 458223 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.
  • Andy Rooke Financial Consultancy Limited (FRN 491814) is an AR of Chartwell Funding Limited (FRN 458223). When you use Andy Rooke Financial Consultancy's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Andy Rooke Financial Consultancy, 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.

Website, phone number and address

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

  • Phone number

    01275 843257

  • Address

    3 Thatcher Close, Portishead, Bristol, Avon, BS20 6UU, United Kingdom

In the full report: 2 background checks

  • What kind of line 01275 843257 is
  • Who else gives the postcode BS20 6UU
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Andrew Peter Rooke Former name
  • Andrew Rooke Financial Services Limited Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Chartwell Funding 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 Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
06891875
Company status
Active
Company type
Private limited company
Incorporated
29 April 2009 (17 years old)
Registered office
Clarence House High Street, Portishead, Bristol, BS20 6PY, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Andy Rooke Director Jun 1965 29 Apr 2009 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 30 April 2025Micro-entity accountsNot audited

Net assets

£398

−96% from £9,062

Employees (average)

1

Same as 1

Owed within a year

£19.2k

Up £19.2k from £0

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 06891875. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Andy Rooke Financial Consultancy’s history from the FCA register and Companies House, newest first.

Key events (5) All events (8)

2016

6 April 2016

  • Andy Rooke took control (75–100% of shares)

Companies House

2011

9 March 2011

  • Changed its registered name from "Andrew Rooke Financial Services Limited"

FCA register

24 February 2011

  • Changed its registered name from "Andrew Peter Rooke"

FCA register

2009

29 April 2009

  • Incorporated at Companies House

Companies House

2008

24 November 2008

  • Became an appointed representative

FCA register

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms like Andy Rooke Financial Consultancy

Other firms of the same type (mortgage adviser or broker), nearest first.

In Bristol

Advise and Protect LimitedBristolAppointed representativeAlko Mortgages LtdBristolAppointed representativeAlternative Business Funding LimitedBristolAppointed representativeAmar SinghBristolAppointed representativeAmberley Financial Services LimitedBristolAppointed representativeAreti Mortgages LimitedBristolAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Andy Rooke Financial Consultancy

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 8 events in its history

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Frequently asked questions about this firm

Is Andy Rooke Financial Consultancy Limited FCA authorised?
Andy Rooke Financial Consultancy Limited (FRN 491814) 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 Andy Rooke Financial Consultancy?
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. Andy Rooke Financial Consultancy Limited (FRN 491814) is an AR of Chartwell Funding Limited (FRN 458223). When you use Andy Rooke Financial Consultancy's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Andy Rooke Financial Consultancy, 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.
What is Andy Rooke Financial Consultancy’s phone number?
The FCA register lists the phone number 01275 843257 for Andy Rooke Financial Consultancy. If you were given different contact details, use these to check with the firm before going any further.
Is Andy Rooke Financial Consultancy a scam or clone?
Andy Rooke Financial Consultancy is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Andy Rooke Financial Consultancy?
Protection works through Chartwell Funding Limited, the principal firm responsible for Andy Rooke Financial Consultancy's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Andy Rooke Financial Consultancy?
Companies House lists one person with significant control of Andy Rooke Financial Consultancy: Mr Andy Rooke (75–100% of shares).
Who runs Andy Rooke Financial Consultancy?
Companies House lists one director of Andy Rooke Financial Consultancy: Andy Rooke.
How long has Andy Rooke Financial Consultancy been in business?
The company was formed on 29 April 2009.
What do Andy Rooke Financial Consultancy’s latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £398 (−96% from £9,062).
Does Andy Rooke Financial Consultancy use any other names?
It has previously used 2 other names: Andrew Peter Rooke and Andrew Rooke Financial Services Limited.

Sources and links

The full report on Andy Rooke Financial Consultancy Limited

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