Bevis Marks Private Finance ltd

Reference number: 942370

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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.

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.
  • Bevis Marks Private Finance ltd (FRN 942370) is an AR of Acorn to Oaks Financial Services Ltd (FRN 486131). When you use Bevis Marks Private Finance's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Bevis Marks Private Finance, 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

  • When bevismarks.co.uk first appeared online, and whether it can receive email
  • What kind of line 07909 520915 is
  • Who else gives the postcode WC1X 8SL
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Other names (1)

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

  • Bevis Marks Trading name: A name it trades under now.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Acorn to Oaks Financial Services 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.

Company status
Active
Company type
Private limited company
Incorporated
16 October 2020 (6 years old)
Registered office
12-18 Theobalds Road, Grays Inn Suite, London, WC1X 8SL, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
James Gower Lockyer Director Feb 1976 16 Oct 2020 1 other company
Mark Howe Bradley Director Jan 1980 7 Apr 2021 1 other company
Christopher Burge Director Jul 1963 7 Apr 2021 1 other company
Claire Oakley Director Aug 1967 1 Oct 2021 13 other companies
James Lockyer Secretary Not published 16 Oct 2020 –

Other companies run by these 4 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 companies
14
closed down
6
are FCA-registered
2

In the full report: all 14 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • The 1 company these 4 directors run together
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

−£364k

Down £280k from −£84.1k

Cash at bank

£124k

No earlier figure to compare

Employees (average)

5

Same as 5

Net assets are negative: on its last balance sheet the company owed £364k more than it owned.

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 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 12958229. 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

Bevis Marks Private Finance’s history from the FCA register and Companies House, newest first.

2021

6 January 2021

  • Became an appointed representative

FCA register

2020

16 October 2020

  • Incorporated at Companies House
  • James Gower Lockyer took control (75–100% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (3 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Bevis Marks Private Finance

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

connected firm
1
share a director
1
past link
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
  • 1 past link through former directors
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Firms like Bevis Marks Private Finance

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

In London

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 Bevis Marks Private Finance

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

  • 14 other companies its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 8 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Bevis Marks Private Finance ltd FCA authorised?
Bevis Marks Private Finance ltd (FRN 942370) 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 Bevis Marks Private Finance?
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. Bevis Marks Private Finance ltd (FRN 942370) is an AR of Acorn to Oaks Financial Services Ltd (FRN 486131). When you use Bevis Marks Private Finance's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Bevis Marks Private Finance, 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 Bevis Marks Private Finance’s phone number and website?
The FCA register lists the phone number 07909 520915 and the website bevismarks.co.uk for Bevis Marks Private Finance. If you were given different contact details, use these to check with the firm before going any further.
Is Bevis Marks Private Finance a scam or clone?
Bevis Marks Private Finance 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 Bevis Marks Private Finance?
Protection works through Acorn to Oaks Financial Services Ltd, the principal firm responsible for Bevis Marks Private Finance's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Bevis Marks Private Finance?
Companies House lists one person with significant control of Bevis Marks Private Finance: Mr James Gower Lockyer (75–100% of shares).
Who runs Bevis Marks Private Finance?
Companies House lists 4 directors of Bevis Marks Private Finance: James Gower Lockyer, Mark Howe Bradley, Christopher Burge and Claire Oakley.
How long has Bevis Marks Private Finance been in business?
The company was formed on 16 October 2020.
What do Bevis Marks Private Finance’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of −£364k (down £280k from −£84.1k) and cash at bank of £124k (no earlier figure to compare).
Does Bevis Marks Private Finance use any other names?
It trades as Bevis Marks.

Sources and links

The full report on Bevis Marks Private Finance ltd

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