Broadsword Risk Holdings Ltd

Reference number: 842597

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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.
  • Broadsword Risk Holdings Ltd (FRN 842597) is an AR of Bond Wealth Ltd (FRN 778835). When you use Broadsword Risk Holdings's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Broadsword Risk Holdings, 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.

  • No website on the FCA register

  • Phone number

    020 3096 3386

  • Address

    City Pavilion, 8th Floor Cannon Green, 27 Bush Lane, London, EC4R 0AA, United Kingdom

In the full report: 2 background checks

  • What kind of line 020 3096 3386 is
  • Who else gives the postcode EC4R 0AA
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Other names (2)

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

  • Tracey Byrne Consulting Trading name: A name it trades under now.
  • Elder Wealth Solutions LTD Former name: A name it was registered under before.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Bond Wealth 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
3 May 2019 (7 years old)
Registered office
C/O React Business Services Southbridge House, Southbridge Place, Croydon, CR0 4HA, United Kingdom
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Maurice Bendell Director Nov 1962 3 May 2019 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
still active
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
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 May 2025Micro-entity accountsNot audited

Total equity

−£145k

Up £20.9k from −£166k

Employees (average)

0

Same as 0

Owed within a year

£166k

−8.6% from £181k

Total equity is negative: on its last balance sheet the company owed £145k more than it owned.

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 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 11978251. 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

Broadsword Risk Holdings’s history from the FCA register and Companies House, newest first.

2021

16 June 2021

  • Changed its registered name from "Elder Wealth Solutions LTD"

FCA register

27 April 2021

  • Daniel Freeman stopped being a part-owner

Companies House

2019

22 May 2019

  • Became an appointed representative

FCA register

3 May 2019

  • Incorporated at Companies House
  • Daniel Freeman became a part-owner (25–50% of shares)
  • Richard Maurice Bendell took control (75–100% of shares)

Companies House

In the full report: all 12 events

  • All 12 events in its history (6 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Broadsword Risk Holdings

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

connected firms
5
no longer authorised
1
share its postcode
5

In the full report: all 5 connected firms, named

  • How each is linked: the same postcode (5)
  • Who links each one: the named directors, with dates
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Firms like Broadsword Risk Holdings

Other firms of the same type (financial 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 Broadsword Risk Holdings

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
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 12 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Broadsword Risk Holdings Ltd FCA authorised?
Broadsword Risk Holdings Ltd (FRN 842597) 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 Broadsword Risk Holdings?
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. Broadsword Risk Holdings Ltd (FRN 842597) is an AR of Bond Wealth Ltd (FRN 778835). When you use Broadsword Risk Holdings's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Broadsword Risk Holdings, 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 Broadsword Risk Holdings’ phone number?
The FCA register lists the phone number 020 3096 3386 for Broadsword Risk Holdings. If you were given different contact details, use these to check with the firm before going any further.
Is Broadsword Risk Holdings a scam or clone?
Broadsword Risk Holdings 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 Broadsword Risk Holdings?
Protection works through Bond Wealth Ltd, the principal firm responsible for Broadsword Risk Holdings's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Broadsword Risk Holdings?
Companies House lists one person with significant control of Broadsword Risk Holdings: Mr Richard Maurice Bendell (75–100% of shares). Before that, it was controlled by Mr Daniel Freeman.
Who runs Broadsword Risk Holdings?
Companies House lists one director of Broadsword Risk Holdings: Richard Maurice Bendell.
How long has Broadsword Risk Holdings been in business?
The company was formed on 3 May 2019.
What do Broadsword Risk Holdings’ latest accounts show?
Its latest accounts, to 31 May 2025, show total equity of −£145k (up £20.9k from −£166k).
Does Broadsword Risk Holdings use any other names?
It trades as Tracey Byrne Consulting. It has previously used the name Elder Wealth Solutions LTD.

Sources and links

The full report on Broadsword Risk Holdings Ltd

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