Chartered Financial Solutions Limited

Reference number: 940511

Instant download

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.

  • No website on the FCA register

  • Phone number

    07946 632914

  • Address

    28 Hopton Crofts, Leamington Spa, Warwickshire, CV32 6NT, United Kingdom

In the full report: 2 background checks

  • What kind of line 07946 632914 is
  • Who else gives the postcode CV32 6NT
Instant PDF download

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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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
06611992
Company status
Active
Company type
Private limited company
Incorporated
5 June 2008 (18 years old)
Registered office
28 Hopton Crofts, Leamington Spa, Warwickshire, CV32 6NT, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Eric Mccaughan Director Feb 1964 5 Jun 2008 1 other company
Richard Eric Mccaughan Secretary Not published 5 Jun 2008 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
closed down
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 2 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 30 June 2026Micro-entity accountsNot audited

Net assets

£535k

+5.9% from £505k

Employees (average)

0

Same as 0

Owed within a year

£80.3k

+13% from £71.1k

Net assets

In the full report: all 8 years of accounts

  • Every year from 2019 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 06611992. 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

Chartered Financial Solutions’s history from the FCA register and Companies House, newest first.

Key events (6) All events (11)

2021

14 May 2021

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

FCA register

2020

4 December 2020

  • Julia Louise McCaughan stopped being a part-owner

Companies House

2016

1 July 2016

  • Julia Louise McCaughan became a part-owner (25–50% of shares)
  • Richard Eric McCaughan took control (75–100% of shares)

Companies House

2008

5 June 2008

  • Incorporated at Companies House

Companies House

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 3
Instant PDF download

Firms like Chartered Financial Solutions

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

In Warwickshire

Martin RandalWarwickshireAuthorised

In the Coventry (CV) postcode area

Adair Financial Management LtdStratford-upon-AvonAuthorisedAmherst Financial Management LimitedLeamington SpaAuthorisedAshleigh Court Private Client Wealth Management LimitedCoventryAuthorisedAssociated LifeLeamington SpaAuthorisedAutomatic Enrolment Solutions LimitedRugbyAuthorised

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 Chartered Financial Solutions

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
  • 8 years of accounts, charted
  • All 11 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Chartered Financial Solutions Limited FCA authorised?
Yes, Chartered Financial Solutions Limited (FRN 940511) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Chartered Financial Solutions’ phone number?
The FCA register lists the phone number 07946 632914 for Chartered Financial Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Chartered Financial Solutions a scam or clone?
Chartered Financial Solutions 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 Chartered Financial Solutions?
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 Chartered Financial Solutions to the Financial Ombudsman Service, free of charge.
Who owns Chartered Financial Solutions?
Companies House lists one person with significant control of Chartered Financial Solutions: Mr Richard Eric McCaughan (75–100% of shares). Before that, it was controlled by Mrs Julia Louise McCaughan.
Who runs Chartered Financial Solutions?
Companies House lists one director of Chartered Financial Solutions: Richard Eric McCaughan.
How long has Chartered Financial Solutions been in business?
The company was formed on 5 June 2008, and has held its current FCA authorisation since May 2021.
What do Chartered Financial Solutions’ latest accounts show?
Its latest accounts, to 30 June 2026, show net assets of £535k (+5.9% from £505k).

Sources and links

The full report on Chartered Financial Solutions Limited

£19.99 · Instant PDF download

Loading secure checkout…