Introducer appointed representative
This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.
- Appointed for 2 years
- Protected through the principal
- No FCA actions
- Active company since 2022
- Accounts filed up to 31 May 2025
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
- Brookvale Development Specialists Ltd (FRN 1007227) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not Brookvale Development Specialists.
- Example: if Brookvale Development Specialists refers you to a financial adviser, the advice should come from the principal firm, not from Brookvale Development Specialists itself.
- 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.
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No website on the FCA register
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Phone number
-
Address
33 Ludgate Hill, Birmingham, B3 1EH, United Kingdom
In the full report: 2 background checks
- What kind of line 07521 088233 is
- Who else gives the postcode B3 1EH
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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
- 14103779 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 12 May 2022 (4 years old)
- Registered office
- 33 Ludgate Hill, Birmingham, B3 1EH, England
- Nature of business
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- Development of building projects (SIC 41100)
- Real estate agencies (SIC 68310)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Philip John Roberts | Director | Oct 1976 | 12 May 2022 | 4 other companies |
| Julia Caroline Evans | Director | Aug 1972 | 23 Apr 2026 | 1 other company |
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
- 5
- closed down
- 1
- still active
- 4
In the full report: all 5 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
Filed accounts and finances
Net assets
£33
−99% from £5,160
Employees (average)
1
Same as 1
Owed within a year
£25.3k
+57% from £16.1k
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 14103779. 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
Brookvale Development Specialists’s history from the FCA register and Companies House, newest first.
2026
23 April 2026
- Julia Caroline Evans appointed as a director
Companies House
2024
10 January 2024
- Became an introducer appointed representative
FCA register
2022
12 May 2022
- Incorporated at Companies House
- Julia Caroline Evans became a part-owner (25–50% of shares)
- Philip John Roberts became a part-owner (25–50% of shares)
- Philip John Roberts appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like Brookvale Development Specialists
Other firms of the same type (financial adviser), nearest first.
In Birmingham
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 Brookvale Development Specialists
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 5 other companies its directors have run, named
- 2 background checks on its contact details
- All 6 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk