Bergsmith Accountancy Services Ltd

Reference number: 961308

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

M&G ADVICE PARTNERS LIMITED Reference number: 584256 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Bergsmith Accountancy Services Ltd (FRN 961308) introduces customers to M&G ADVICE PARTNERS LIMITED (FRN 584256). Any regulated advice or arranging is done by the principal, not Bergsmith Accountancy Services.
  • Example: if Bergsmith Accountancy Services refers you to a financial adviser, the advice should come from the principal firm, not from Bergsmith Accountancy Services itself.
  • 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

  • When bergsmith.co.uk first appeared online, and whether it can receive email
  • What kind of line 07935 849528 is
  • Who else gives the postcode NP26 5RS
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through M&g Advice Partners 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
11546222
Company status
Active
Company type
Private limited company
Incorporated
31 August 2018 (8 years old)
Registered office
31 King Harolds View, Portskewett, Caldicot, NP26 5RS, United Kingdom
Nature of business
  • Accounting and auditing activities (SIC 69201)

Directors and company secretaries

Name Role Born Appointed Other companies
Matthew William Smith Director May 1983 31 Aug 2018 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 31 March 2026Micro-entity accountsNot audited

Net assets

£4,158

−33% from £6,184

Employees (average)

1

Same as 1

Owed within a year

£9,330

+23% from £7,597

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
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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 11546222. 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

Bergsmith Accountancy Services’s history from the FCA register and Companies House, newest first.

2021

25 October 2021

  • Became an introducer appointed representative

FCA register

2018

31 August 2018

  • Incorporated at Companies House
  • Matthew William Smith took control (75–100% of shares)
  • Matthew William Smith appointed as a director

Companies House

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

Firms like Bergsmith Accountancy Services

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

In Caldicot

IWP Associates LimitedCaldicotAppointed representative

In the Newport (NP) postcode area

Anthony BarrettCrickhowellAppointed representativeArgoed Wealth Management LtdBlackwoodAppointed representativeArthur Stone Wealth Management LtdNewportAppointed representativeAscent Wealth ManagementNewportAppointed representativeBancroft Wealth LTDTredegarAppointed 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 Bergsmith Accountancy Services

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
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 4 events in its history

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Frequently asked questions about this firm

Is Bergsmith Accountancy Services Ltd FCA authorised?
Bergsmith Accountancy Services Ltd (FRN 961308) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Bergsmith Accountancy Services?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Bergsmith Accountancy Services Ltd (FRN 961308) introduces customers to M&G ADVICE PARTNERS LIMITED (FRN 584256). Any regulated advice or arranging is done by the principal, not Bergsmith Accountancy Services. Example: if Bergsmith Accountancy Services refers you to a financial adviser, the advice should come from the principal firm, not from Bergsmith Accountancy Services itself. 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 Bergsmith Accountancy Services’ phone number and website?
The FCA register lists the phone number 07935 849528 and the website bergsmith.co.uk for Bergsmith Accountancy Services. If you were given different contact details, use these to check with the firm before going any further.
Is Bergsmith Accountancy Services a scam or clone?
Bergsmith Accountancy Services 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 Bergsmith Accountancy Services?
Protection works through M&g Advice Partners Limited, the principal firm responsible for Bergsmith Accountancy Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Bergsmith Accountancy Services?
Companies House lists one person with significant control of Bergsmith Accountancy Services: Mr Matthew William Smith (75–100% of shares).
Who runs Bergsmith Accountancy Services?
Companies House lists one director of Bergsmith Accountancy Services: Matthew William Smith.
How long has Bergsmith Accountancy Services been in business?
The company was formed on 31 August 2018.
What do Bergsmith Accountancy Services’ latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £4,158 (−33% from £6,184).

Sources and links

The full report on Bergsmith Accountancy Services Ltd

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