Berry Financial Management Ltd

Reference number: 494866

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Berry Financial Management Ltd (FRN 494866) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Berry Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Berry 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 berryfinancialmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 0113 323 5688 is
  • Who else gives the postcode HD7 5AB
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Other names (1)

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

  • Marcus Berry Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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
07497157
Company status
Active
Company type
Private limited company
Incorporated
18 January 2011 (15 years old)
Registered office
92 Causeway Side, Linthwaite, Huddersfield, HD7 5NW, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Marcus James Berry Director Feb 1977 18 Jan 2011 1 other company

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 company
1
closed down
1

In the full report: all 1 company, 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
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Filed accounts and finances

Year to 30 April 2026Small company accountsNot audited

Net assets

£52.6k

+2.8% from £51.2k

Cash at bank

£4,731

−76% from £19.8k

Employees (average)

3

Same as 3

Owed within a year

£47.0k

+29% from £36.5k

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 07497157. 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

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

2022

6 May 2022

  • Kimberley Berry stopped being a part-owner

Companies House

2016

6 April 2016

  • Kimberley Berry became a part-owner (25–50% of shares)
  • Marcus James Berry took control (75–100% of shares)

Companies House

2011

5 May 2011

  • Changed its registered name from "Marcus Berry"

FCA register

18 January 2011

  • Incorporated at Companies House
  • Marcus James Berry appointed as a director

Companies House

2009

20 January 2009

  • Became an appointed representative

FCA register

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

Firms connected to Berry Financial Management

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Berry Financial Management

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

In Huddersfield

Blackleaf Financial Planning LtdHuddersfieldAppointed representativeCrowther Mayoh Financial Services LimitedHuddersfieldAppointed representativeEagle Financial Services (Huddersfield) LimitedHuddersfieldAppointed representativeEvolve Financial Planning LtdHuddersfieldAppointed representativeGlenn CooklandHuddersfieldAppointed representativeJohn McCombeHuddersfieldAppointed 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 Berry 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
  • 7 years of accounts, charted
  • All 7 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Berry Financial Management Ltd FCA authorised?
Berry Financial Management Ltd (FRN 494866) 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 Berry 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. Berry Financial Management Ltd (FRN 494866) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Berry Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Berry 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 Berry Financial Management’s phone number and website?
The FCA register lists the phone number 0113 323 5688 and the website berryfinancialmanagement.co.uk for Berry Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Berry Financial Management a scam or clone?
Berry 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 Berry Financial Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Berry Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Berry Financial Management?
Companies House lists one person with significant control of Berry Financial Management: Mr Marcus James Berry (75–100% of shares). Before that, it was controlled by Mrs Kimberley Berry.
Who runs Berry Financial Management?
Companies House lists one director of Berry Financial Management: Marcus James Berry.
How long has Berry Financial Management been in business?
The company was formed on 18 January 2011.
What do Berry Financial Management’s latest accounts show?
Its latest accounts, to 30 April 2026, show net assets of £52.6k (+2.8% from £51.2k) and cash at bank of £4,731 (−76% from £19.8k).
Does Berry Financial Management use any other names?
It has previously used the name Marcus Berry.

Sources and links

The full report on Berry Financial Management Ltd

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