Birnbeck Finance Limited

Reference number: 125599

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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 birnbeckinsurance.co.uk first appeared online, and whether it can receive email
  • What kind of line 01934 522252 is
  • Who else gives the postcode BS22 6HQ
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Other names (3)

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

  • Birnbeck Insurance Brokers Trading name
  • Birnbeck Insurance Services Trading name
  • Birnbeck Financial Services Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments

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
01158939
Company status
Active
Company type
Private limited company
Incorporated
1 February 1974 (52 years old)
Registered office
129 High Street, Worle, Weston Super Mare, Somerset, BS22 6HQ, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Stuart Charles Rose Director Mar 1979 2 Jan 2016 None
Benjamin Fox Director Feb 1978 16 Oct 2023 None
Agnieszka Bozena Fox Secretary Not published 26 Sep 2025 –

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 11 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2024Abridged accountsNot audited

Total equity

£158k

+68% from £94.0k

Cash at bank

£326k

+45% from £225k

Employees (average)

14

+17% from 12

Owed within a year

£226k

+17% from £194k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2020 to 2024
  • 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 01158939. 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

Birnbeck Finance’s history from the FCA register and Companies House, newest first.

Key events (11) All events (36)

2025

28 August 2025

  • Benjamin Fox gained 25–50% of the votes
  • Geraldine Wendy Wotton no longer holds 25–50% of the votes
  • Simon Richard Wotton no longer holds 25–50% of the votes

Companies House

2016

6 April 2016

  • Geraldine Wendy Wotton gained 25–50% of the votes
  • Simon Richard Wotton gained 25–50% of the votes
  • Stuart Charles Rose became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1994

12 September 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1974

1 February 1974

  • Incorporated at Companies House

Companies House

In the full report: all 36 events

  • All 36 events in its history (11 shown here)
  • Every director appointment and resignation: 17
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Firms like Birnbeck Finance

Other firms of the same type (insurance broker), nearest first.

In Weston-Super-Mare

Castelan LimitedWeston-Super-MareAuthorisedNest GI LtdWeston-Super-MareAuthorisedBeewise FS LtdWeston-super-MareAppointed representativeEngage Mortgage Brokers LtdWeston-Super-MareAppointed representativeMillennial Mortgages LtdWeston-super-MareAppointed representativeBakers Coaches LimitedWeston-Super-MareAppointed 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 Birnbeck Finance

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
  • 4 years of accounts, charted
  • All 36 events in its history

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Frequently asked questions about this firm

Is Birnbeck Finance Limited FCA authorised?
Yes, Birnbeck Finance Limited (FRN 125599) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an insurance broker. The FCA has placed no limits on its permissions.
What is Birnbeck Finance’s phone number and website?
The FCA register lists the phone number 01934 522252 and the website birnbeckinsurance.co.uk for Birnbeck Finance. If you were given different contact details, use these to check with the firm before going any further.
Is Birnbeck Finance a scam or clone?
Birnbeck 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 Birnbeck Finance?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Birnbeck Finance to the Financial Ombudsman Service, free of charge.
Who owns Birnbeck Finance?
Companies House lists 2 people with significant control of Birnbeck Finance: Stuart Charles Rose (50–75% of shares) and Benjamin Fox (25–50% of votes). Before that, it was controlled by Geraldine Wendy Wotton and Simon Richard Wotton.
Who runs Birnbeck Finance?
Companies House lists 2 directors of Birnbeck Finance: Stuart Charles Rose and Benjamin Fox.
How long has Birnbeck Finance been in business?
The company was formed on 1 February 1974, and has held its current FCA authorisation since December 2001.
What do Birnbeck Finance’s latest accounts show?
Its latest accounts, to 31 March 2024, show total equity of £158k (+68% from £94.0k) and cash at bank of £326k (+45% from £225k).
Does Birnbeck Finance use any other names?
It trades as Birnbeck Insurance Brokers and Birnbeck Insurance Services. It has previously used the name Birnbeck Financial Services.

Sources and links

The full report on Birnbeck Finance Limited

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