Chartwell Funding Limited

Reference number: 458223

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.

In the full report: 3 background checks

  • When chartwellfunding.co.uk first appeared online, and whether it can receive email
  • What kind of line 01454 540500 is
  • Who else gives the postcode BS37 5HZ
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.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (14 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt Adjusting
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • 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
05875291
Company status
Active
Company type
Private limited company
Incorporated
13 July 2006 (20 years old)
Registered office
5 Badminton Court Station Road, Yate, Bristol, BS37 5HZ, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Robert John Winfield Director Feb 1973 15 Nov 2006 7 other companies
Mark David Searle Director Dec 1979 1 Nov 2017 None
Robert John Winfield Secretary Not published 29 Sep 2010 –

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
7
closed down
3
went insolvent
1

In the full report: all 7 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 one that went into liquidation or administration
  • All 7 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Net assets

£620k

<1% from £617k

Cash at bank

£345k

−22% from £444k

Employees (average)

29

+12% from 26

Owed within a year

£479k

<1% from £481k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • 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.

Accounts filed at Companies House for company 05875291. 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

Chartwell Funding’s history from the FCA register and Companies House, newest first.

Key events (7) All events (19)

2017

29 September 2017

  • Robert John Winfield gave up control
  • Robert Winfield Holdings Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Robert John Winfield took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

22 November 2006

  • Became authorised by the FCA

FCA register

17 November 2006

  • Regulated by the Financial Services Authority from this date

FCA register

13 July 2006

  • Incorporated at Companies House

Companies House

In the full report: all 19 events

  • All 19 events in its history (7 shown here)
  • Every director appointment and resignation: 10
Instant PDF download

Firms connected to Chartwell Funding

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

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Chartwell Funding

Other firms of the same type (mortgage adviser or broker), nearest first.

In Bristol

Sunlife LimitedBristolAuthorisedAdvantage Financial Solutions LtdBristolAuthorisedAndrews Mortgage Solutions LtdBristolAuthorisedBest Mortgage Adviser LtdBristolAuthorisedClark Insurance UK LtdBristolAuthorisedClutterbuck & Lewis LtdBristolAuthorised

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 Chartwell Funding

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 7 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 19 events in its history
  • 3 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Chartwell Funding Limited FCA authorised?
Yes, Chartwell Funding Limited (FRN 458223) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2006 and works as a mortgage adviser or broker. The FCA has placed no limits on its permissions.
What is Chartwell Funding’s phone number and website?
The FCA register lists the phone number 01454 540500 and the website chartwellfunding.co.uk for Chartwell Funding. If you were given different contact details, use these to check with the firm before going any further.
Is Chartwell Funding a scam or clone?
Chartwell Funding 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 Chartwell Funding?
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 Chartwell Funding to the Financial Ombudsman Service, free of charge.
Who owns Chartwell Funding?
Chartwell Funding is owned by Robert Winfield Holdings Limited, which holds 75–100% of shares, 75–100% of votes, can appoint and remove the board, significant influence or control and held through a firm, since 29 September 2017. Before that, it was controlled by Mr Robert John Winfield.
Who runs Chartwell Funding?
Companies House lists 2 directors of Chartwell Funding: Robert John Winfield and Mark David Searle.
How long has Chartwell Funding been in business?
The company was formed on 13 July 2006, and has held its current FCA authorisation since November 2006.
What do Chartwell Funding’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £620k (<1% from £617k) and cash at bank of £345k (−22% from £444k).

Sources and links

The full report on Chartwell Funding Limited

£19.99 · Instant PDF download

Loading secure checkout…