Caliber Financial Management Limited
Reference number: 471230
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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.
- Appointed for 18 years
- Protected through the principal
- No FCA actions
- Active company since 2007
- Accounts filed up to 31 March 2026
Responsible principal firm
Caliber Financial Associates Limited Reference number: 211875 View firm →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.
- Caliber Financial Management Limited (FRN 471230) is an AR of Caliber Financial Associates Limited (FRN 211875). When you use Caliber Financial Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Caliber Financial Management, 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.
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Phone number
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Address
First Floor, 5 Doolittle Yard, Froghall Road, Ampthill, Bedfordshire, MK45 2NW, United Kingdom
In the full report: 3 background checks
- When caliberfm.co.uk first appeared online, and whether it can receive email
- What kind of line 01525 375286 is, and the other firm that gives it
- Who else gives the postcode MK45 2NW
Other names (2)
If you were contacted under any of these names, it is this firm.
- Caliber Financial Management Ltd Former name: A name it was registered under before.
- Barry Fryer Financial Services Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Caliber Financial Associates Limited, 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
- 06298180 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 2 July 2007 (19 years old)
- Registered office
- First Floor, 5 Doolittle Yard, Froghall Road, Ampthill, Bedfordshire, MK45 2NW, United Kingdom
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Patrick Joseph Mcaneney | Director | Jan 1982 | 6 Apr 2018 | 3 other companies |
| Gary Lister-Thorn | Director | Oct 1980 | 1 Jul 2020 | 1 other company |
| Jane Marie Yates | Secretary | Not published | 2 Jul 2007 | – |
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
- 3
- closed down
- 1
- is FCA-registered
- 1
In the full report: all 3 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 one on the FCA register
- The 1 company these 2 directors run together
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£954k
+7.6% from £887k
Cash at bank
£699k
+12% from £622k
Employees (average)
15
Same as 15
Owed within a year
£247k
+2% from £242k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- The chart, over every year
- Every filed figure, year by year
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 06298180. 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
Caliber Financial Management’s history from the FCA register and Companies House, newest first.
2020
21 July 2020
- Changed its registered name from "Caliber Financial Management Ltd"
FCA register
17 April 2020
- Leah McAneney stopped being a part-owner
Companies House
26 February 2020
- Jane Marie Yates gave up control
Companies House
25 February 2020
- Leah McAneney became a part-owner (25–50% of shares)
- Patrick McAneney took control (75–100% of shares)
Companies House
2019
10 December 2019
- Roger Frederick Yates stopped being the majority owner
Companies House
2016
6 April 2016
- Jane Marie Yates took control (75–100% of shares)
- Roger Frederick Yates became the majority owner (50–75% of shares)
Companies House
2007
1 November 2007
- Became an appointed representative
FCA register
2 July 2007
- Incorporated at Companies House
Companies House
In the full report: all 18 events
- All 18 events in its history (10 shown here)
- Every director appointment and resignation: 6
Firms connected to Caliber Financial Management
Other FCA-listed firms that share a director, phone number or address with Caliber Financial Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- share its phone number
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Caliber Financial Management
Other firms of the same type (financial adviser), nearest first.
In Ampthill
In the Milton Keynes (MK) postcode area
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 Caliber Financial Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 3 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 18 events in its history
- 1 connected firm, named, and who links them
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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