Aquila Financial Management Limited

Reference number: 161585

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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.

In the full report: 3 background checks

  • When aquilafm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01392 411159 is
  • Who else gives the postcode EX2 5WS
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Other names (2)

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

  • P G Dickens Financial Services Limited Former name
  • Care Planning Associates Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

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
04198807
Company status
Active
Company type
Private limited company
Incorporated
11 April 2001 (25 years old)
Registered office
The Summit Woodwater Park, Pynes Hill, Exeter, Devon, EX2 5WS, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Christopher Bowker Director Nov 1971 1 Jun 2015 2 other companies
Adrian Bayly Geoffrey Hemmings Director Jan 1975 28 Nov 2022 4 other companies
Paul Dominic Whitmarsh Director May 1966 1 Oct 2023 1 other company
Mark Simic Director Feb 1982 20 Mar 2025 1 other company

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
6
closed down
1
run together
2

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 companies these 4 directors run together
  • All 11 people who have ever been directors, with their dates
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Filed accounts and finances

10 months to 31 March 2025Full accountsNot audited

Net assets

£299k

+12% from £268k

Cash at bank

£105k

−49% from £204k

Owed within a year

£96.8k

−59% from £234k

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.

Accounts filed at Companies House for company 04198807. 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

Aquila Financial Management’s history from the FCA register and Companies House, newest first.

Key events (10) All events (32)

2022

28 November 2022

  • Codlington Limited gave up control
  • Simpkins Edwards Services Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Codlington Limited took control (75–100% of shares)

Companies House

2015

1 June 2015

  • Board replaced: its only director left and 4 new directors took over

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

11 June 2004

  • Changed its registered name from "P G Dickens Financial Services Limited"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

21 September 2001

  • Regulated by the Personal Investment Authority from this date

FCA register

11 April 2001

  • Incorporated at Companies House

Companies House

In the full report: all 32 events

  • All 32 events in its history (10 shown here)
  • Every director appointment and resignation: 16
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Firms like Aquila Financial Management

Other firms of the same type (financial adviser), nearest first.

In Exeter

Acuma LimitedExeterAuthorisedAdvanta Wealth (South West) LtdExeterAuthorisedAttentus Financial Planning LtdExeterAuthorisedBeckworth Financial Services LimitedExeterAuthorisedCity Financial Planning (Exeter) LimitedExeterAuthorisedEastgate Financial Services (Exeter) LimitedExeterAuthorised

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 Aquila Financial Management

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 32 events in its history

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Frequently asked questions about this firm

Is Aquila Financial Management Limited FCA authorised?
Yes, Aquila Financial Management Limited (FRN 161585) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Aquila Financial Management’s phone number and website?
The FCA register lists the phone number 01392 411159 and the website aquilafm.co.uk for Aquila Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Aquila Financial Management a scam or clone?
Aquila Financial Management 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 Aquila Financial Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Aquila Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Aquila Financial Management?
Aquila Financial Management is owned by Simpkins Edwards Services Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 28 November 2022. Before that, it was controlled by Codlington Limited.
Who runs Aquila Financial Management?
Companies House lists 4 directors of Aquila Financial Management: Christopher Bowker, Adrian Bayly Geoffrey Hemmings, Paul Dominic Whitmarsh and Mark Simic.
How long has Aquila Financial Management been in business?
The company was formed on 11 April 2001, and has held its current FCA authorisation since December 2001.
What do Aquila Financial Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £299k (+12% from £268k) and cash at bank of £105k (−49% from £204k).
Does Aquila Financial Management use any other names?
It has previously used 2 other names: P G Dickens Financial Services Limited and Care Planning Associates.

Sources and links

The full report on Aquila Financial Management Limited

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