Bluebell Financial Management Limited: FCA regulated?

Authorised by the FCA

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

Authorised for 3 years
Your funds are protected by FSCS
No FCA actions
Active company since 2022
Accounts filed up to 31 December 2025

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.

Website

bluebellfinancialmanagement.co.uk (opens in a new tab)
Phone number

07944 992682
Address

Bluebell Financial Management Limited, Courtmoor Farm, Upottery, Honiton, Devon, EX14 9QA, United Kingdom

In the full report: 3 background checks

When bluebellfinancialmanagement.co.uk first appeared online, and whether it can receive email
What kind of line 07944 992682 is
Who else gives the postcode EX14 9QA

FCA permissions and consumer protection

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.
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.
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 (5 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
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: 14216656 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 5 July 2022 (4 years old)
Registered office: Courtmoor Farm, Upottery, Honiton, Devon, EX14 9QA, England
Nature of business: Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Carolyn Louise Matravers	Director	Mar 1975	5 Jul 2022	2 other companies
Peter David Matravers	Director	Mar 1977	5 Jul 2022	4 other companies

Other companies run by these 2 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: 4
closed down: 3
run together: 2

In the full report: all 4 companies, named

What each company does, and whether it is still trading
Which of these 2 directors sit on each board, and since when
Any that went into liquidation or administration
The 2 companies these 2 directors run together

Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£38.3k

Up £56.7k from −£18.5k

Cash at bank

£53.3k

+76% from £30.3k

Employees (average)

4

Same as 4

Owed within a year

£26.4k

−57% from £61.4k

Assets and liabilities

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 14216656. 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

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

Key events (4) All events (7)

2023

1 August 2023

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2022

5 July 2022

Incorporated at Companies House
Carolyn Louise Matravers took control (75–100% of shares)

Companies House

In the full report: all 7 events

All 7 events in its history (4 shown here)
Every director appointment and resignation: 2

Firms like Bluebell Financial Management

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

In Honiton

Carter Dawes IFA Solutions LtdHonitonAuthorised David Travers Financial ServicesHonitonAuthorised Robson Financial LimitedHonitonAuthorised Tierney Financial Services LtdHonitonAppointed 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 Bluebell Financial Management

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

4 other companies its directors have run, named
3 background checks on its contact details
All 7 events in its history

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Frequently asked questions about this firm

Is Bluebell Financial Management Limited FCA authorised?

Yes, Bluebell Financial Management Limited (FRN 990457) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2023 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Bluebell Financial Management’s phone number and website?

The FCA register lists the phone number 07944 992682 and the website bluebellfinancialmanagement.co.uk for Bluebell Financial Management. If you were given different contact details, use these to check with the firm before going any further.

Is Bluebell Financial Management a scam or clone?

Bluebell 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 Bluebell Financial Management?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Bluebell Financial Management to the Financial Ombudsman Service, free of charge.

Who owns Bluebell Financial Management?

Companies House lists one person with significant control of Bluebell Financial Management: Mrs Carolyn Louise Matravers (75–100% of shares).

Who runs Bluebell Financial Management?

Companies House lists 2 directors of Bluebell Financial Management: Carolyn Louise Matravers and Peter David Matravers.

How long has Bluebell Financial Management been in business?

The company was formed on 5 July 2022, and has held its current FCA authorisation since August 2023.

What do Bluebell Financial Management’s latest accounts show?

Its latest accounts, to 31 December 2025, show net assets of £38.3k (up £56.7k from −£18.5k) and cash at bank of £53.3k (+76% from £30.3k).