Belvidere Financial Ltd

Reference number: 787390

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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

Pi Financial Ltd Reference number: 186419 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.
  • Belvidere Financial Ltd (FRN 787390) is an AR of Pi Financial Ltd (FRN 186419). When you use Belvidere Financial's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Belvidere Financial, 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

    01743 382011

  • Address

    Morfe House, Belle Vue Road, Shrewsbury, Shropshire, SY3 7LU, United Kingdom

In the full report: 2 background checks

  • What kind of line 01743 382011 is
  • Who else gives the postcode SY3 7LU
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through PI Financial Ltd, 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.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
10914348
Company status
Active
Company type
Private limited company
Incorporated
14 August 2017 (9 years old)
Registered office
Morfe House, Belle Vue Road, Shrewsbury, Shropshire, SY3 7LU, United Kingdom
Nature of business
  • Activities of financial services holding companies (SIC 64205)

Directors and company secretaries

Name Role Born Appointed Other companies
Toni Roxanna Sheen Director Jan 1984 14 Aug 2017 2 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
2
closed down
1
is FCA-registered
1

In the full report: all 2 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
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Filed accounts and finances

18 months to 28 February 2026Small company accountsNot audited

Net assets

£32.0k

+65% from £19.4k

Cash at bank

£0

−100% from £6,414

Employees (average)

1

Same as 1

Owed within a year

£28.0k

+35% from £20.8k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 10914348. 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

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

2022

13 August 2022

  • Iain Michael Hebborn became a part-owner (25–50% of shares)

Companies House

2017

23 August 2017

  • Became an appointed representative

FCA register

14 August 2017

  • Incorporated at Companies House
  • Toni Roxanna Sheen became a part-owner (25–50% of shares)
  • Toni Roxanna Sheen appointed as a director

Companies House

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

Firms connected to Belvidere Financial

Other FCA-listed firms that share a director, phone number or address with Belvidere Financial. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share a director
1
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (1), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Belvidere Financial

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

In Shrewsbury

2020 Financial Advice LimitedShrewsburyAppointed representativeClaire HughesShrewsburyAppointed representativeDarwin Wealth Management LtdShrewsburyAppointed representativeEde Financial LtdShrewsburyAppointed representativeExhale Financial Planning LimitedShrewsburyAppointed representativeHiggs Financial Solutions LimitedShrewsburyAppointed 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 Belvidere Financial

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

  • 2 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 5 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Belvidere Financial Ltd FCA authorised?
Belvidere Financial Ltd (FRN 787390) 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 Belvidere Financial?
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. Belvidere Financial Ltd (FRN 787390) is an AR of Pi Financial Ltd (FRN 186419). When you use Belvidere Financial's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Belvidere Financial, 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 Belvidere Financial’s phone number?
The FCA register lists the phone number 01743 382011 for Belvidere Financial. If you were given different contact details, use these to check with the firm before going any further.
Is Belvidere Financial a scam or clone?
Belvidere Financial 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 Belvidere Financial?
Protection works through PI Financial Ltd, the principal firm responsible for Belvidere Financial's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Belvidere Financial?
Companies House lists 2 people with significant control of Belvidere Financial: Mr Iain Michael Hebborn (25–50% of shares) and Mrs Toni Roxanna Sheen (25–50% of shares).
Who runs Belvidere Financial?
Companies House lists one director of Belvidere Financial: Toni Roxanna Sheen.
How long has Belvidere Financial been in business?
The company was formed on 14 August 2017.
What do Belvidere Financial’s latest accounts show?
Its latest accounts, to 28 February 2026, show net assets of £32.0k (+65% from £19.4k) and cash at bank of £0 (−100% from £6,414).

Sources and links

The full report on Belvidere Financial Ltd

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