Chartered Independent Ltd
Reference number: 622580
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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 12 years
- Protected through the principal
- No FCA actions
- Active company since 2012
- Accounts filed up to 31 May 2025
- 1 thing worth a closer look in the background checks
Responsible principal firm
Best Practice IFA Group Limited Reference number: 223112 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.
- Chartered Independent Ltd (FRN 622580) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Chartered Independent's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Chartered Independent, 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
6 Church Street, Wellington, Telford, TF1 1DG, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When ciwealth.co.uk first appeared online, and whether it can receive email
- What kind of line 01952 250024 is
- Who else gives the postcode TF1 1DG
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Best Practice IFA Group 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 name
- CHARTERED INDEPENDENT LIMITED
- Company number
- 08030712 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 14 April 2012 (14 years old)
- Registered office
- 6 Church Street, Wellington, Telford, TF1 1DG, United Kingdom
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Gavin Barrie James Roberts | Director | Jul 1978 | 14 Apr 2012 | 2 other companies |
| Edward Dymott | Director | Jan 1979 | 5 Sep 2022 | 33 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
- 35
- closed down
- 5
- went insolvent
- 7
In the full report: all 35 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- The 7 that went into liquidation or administration
- The 12 on the FCA register, including one no longer authorised
- All 3 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£373k
+26% from £295k
Cash at bank
£7,015
Up £6,739 from £276
Owed within a year
£417k
+243% from £121k
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
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.
Accounts filed at Companies House for company 08030712. 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 Independent’s history from the FCA register and Companies House, newest first.
2022
5 September 2022
- Benchmark Capital Limited became a part-owner (25–50% of shares)
Companies House
2017
14 April 2017
- Gavin Barrie James Roberts became the majority owner (50–75% of shares)
Companies House
2014
2 May 2014
- Became an appointed representative
FCA register
2012
14 April 2012
- Incorporated at Companies House
Companies House
In the full report: all 8 events
- All 8 events in its history (4 shown here)
- Every director appointment and resignation: 4
Firms connected to Chartered Independent
Other FCA-listed firms that share a director, phone number or address with Chartered Independent. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 12
- share a director
- 12
In the full report: all 12 connected firms, named
- How each is linked: shared directors (12)
- Who links each one: the named directors, with dates
Firms like Chartered Independent
Other firms of the same type (financial adviser), nearest first.
In Telford
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 Independent
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 35 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 6 years of accounts, charted
- All 8 events in its history
- 12 connected firms, 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