Barnsdale Financial Management Limited

Reference number: 995702

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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

Openwork Limited Reference number: 408285 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.
  • Barnsdale Financial Management Limited (FRN 995702) is an AR of Openwork Limited (FRN 408285). When you use Barnsdale Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Barnsdale Financial Management, 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.

In the full report: 3 background checks, 1 thing worth a closer look

  • When barnsdalefinancialmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 0116 332 6787 is
  • Who else gives the postcode LE7 2FR
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Openwork 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
09635689
Company status
Active
Company type
Private limited company
Incorporated
12 June 2015 (11 years old)
Registered office
47 Alfred Belshaw Road, Queniborough, Leicester, LE7 2FR, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Jeanette Helen Taylor-Barr Director Jun 1974 12 Jun 2015 None
Scott Leigh Taylor-Barr Director Apr 1975 12 Jun 2015 1 other company

Other companies run by these 2 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 company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 August 2025Micro-entity accountsNot audited

Net assets

£91

Up £12 from £79

Employees (average)

2

Same as 2

Owed within a year

£2,670

+65% from £1,622

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 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 09635689. 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

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

2023

1 September 2023

  • Jeanette Helen Taylor-Barr became a part-owner (25–50% of shares)

Companies House

2 May 2023

  • Became an appointed representative

FCA register

2016

6 April 2016

  • Scott Leigh Taylor-Barr became a part-owner (25–50% of shares)

Companies House

2015

12 June 2015

  • Incorporated at Companies House
  • Jeanette Helen Taylor-barr appointed as a director
  • Scott Leigh Taylor-barr appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Barnsdale Financial Management

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

In Leicester

Accomplished Financial Solutions LtdLeicesterAppointed representativeAMW Financial Planning LimitedLeicesterAppointed representativeAshton Financial Planning Ltd.LeicesterAppointed representativeAthena Wealth Management LtdLeicesterAppointed representativeBabra Financials LtdLeicesterAppointed representativeBPC Wealth Management LtdLeicesterAppointed 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 Barnsdale Financial Management

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is Barnsdale Financial Management Limited FCA authorised?
Barnsdale Financial Management Limited (FRN 995702) 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 Barnsdale Financial Management?
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. Barnsdale Financial Management Limited (FRN 995702) is an AR of Openwork Limited (FRN 408285). When you use Barnsdale Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Barnsdale Financial Management, 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 Barnsdale Financial Management’s phone number and website?
The FCA register lists the phone number 0116 332 6787 and the website barnsdalefinancialmanagement.co.uk for Barnsdale Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Barnsdale Financial Management a scam or clone?
Barnsdale 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 Barnsdale Financial Management?
Protection works through Openwork Limited, the principal firm responsible for Barnsdale Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Barnsdale Financial Management?
Companies House lists 2 people with significant control of Barnsdale Financial Management: Mrs Jeanette Helen Taylor-Barr (25–50% of shares) and Mr Scott Leigh Taylor-Barr (25–50% of shares).
Who runs Barnsdale Financial Management?
Companies House lists 2 directors of Barnsdale Financial Management: Jeanette Helen Taylor-Barr and Scott Leigh Taylor-Barr.
How long has Barnsdale Financial Management been in business?
The company was formed on 12 June 2015.
What do Barnsdale Financial Management’s latest accounts show?
Its latest accounts, to 31 August 2025, show net assets of £91 (up £12 from £79).

Sources and links

The full report on Barnsdale Financial Management Limited

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