Balanced Financial Services Limited
Reference number: 803174
Instant download
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.
-
Phone number
-
Address
14 Draper Way, Norwich, Norfolk, NR5 9NA, United Kingdom
In the full report: 3 background checks
- When balancedfinancialservices.co.uk first appeared online, and whether it can receive email
- What kind of line 01603 961618 is
- Who else gives the postcode NR5 9NA
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible 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 applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (10 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- 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
- 10277422 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 13 July 2016 (10 years old)
- Registered office
- 14 Draper Way, Norwich, NR5 9NA, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Charlotte Pamela Baker | Director | Jun 1981 | 13 Jul 2016 | 4 other companies |
Other companies run by its director
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
- 4
- closed down
- 1
- is FCA-registered
- 1
In the full report: all 4 companies, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
Filed accounts and finances
Net assets
£43.1k
+11% from £38.7k
Cash at bank
£54.9k
<1% from £55.4k
Employees (average)
1
Same as 1
Owed within a year
£13.2k
−6.9% from £14.2k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- The chart, over every year
- Every filed figure, year by year
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 10277422. 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
Balanced Financial Services’s history from the FCA register and Companies House, newest first.
2023
6 November 2023
- FCA recorded a standard requirement (Financial Promotions for own firm, ARs and other members of the group)
FCA register
2018
5 June 2018
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2016
13 July 2016
- Incorporated at Companies House
- Charlotte Pamela Baker took control (75–100% of shares)
- Charlotte Pamela Baker appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Balanced Financial Services
Other FCA-listed firms that share a director, phone number or address with Balanced Financial Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1)
- Who links it to this firm: the named directors, with dates
Firms like Balanced Financial Services
Other firms of the same type (mortgage adviser or broker), nearest first.
In Norwich
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 Balanced Financial Services
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 4 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 6 events in its history
- 1 connected firm, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Balanced Financial Services Limited FCA authorised?
What is Balanced Financial Services’ phone number and website?
Is Balanced Financial Services a scam or clone?
Is my money safe with Balanced Financial Services?
Who owns Balanced Financial Services?
Who runs Balanced Financial Services?
How long has Balanced Financial Services been in business?
What do Balanced Financial Services’ latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk