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 4 years
- Protected through the principal
- No FCA actions
- Active company since 2013
- Accounts filed up to 30 June 2025
- Confirmation statement is overdue at Companies House
Responsible principal firm
Ecclesiastical Planning Services Limited Reference number: 958152 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.
- Clarkson's Independent Funeral Directors Ltd (FRN 981949) is an AR of Ecclesiastical Planning Services Limited (FRN 958152). When you use Clarkson's Independent Funeral Directors's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Clarkson's Independent Funeral Directors, 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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No website on the FCA register
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Phone number
-
Address
7 Windsor Place, Bath, Somerset, BA1 3DF, United Kingdom
In the full report: 2 background checks
- What kind of line 01225 426822 is
- Who else gives the postcode BA1 3DF
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Ecclesiastical Planning Services 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.
Concerns on the company record
- Confirmation statement is overdue at Companies House.
- Company number
- 08537077 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 20 May 2013 (13 years old)
- Registered office
- 7 Windsor Place, Upper Bristol Road, Bath, Somerset, BA1 3DF
- Nature of business
-
- Funeral and related activities (SIC 96030)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Carol Anne Spalding | Director | May 1955 | 20 May 2013 | None |
| Sophie Martha May | Director | Apr 1987 | 1 Mar 2015 | None |
| Sophie Martha May | Secretary | Not published | 20 May 2013 | – |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
Filed accounts and finances
Net assets
£75.2k
−55% from £169k
Cash at bank
£9,339
−77% from £41.2k
Owed within a year
£146k
−25% from £193k
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
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 08537077. 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
Clarkson's Independent Funeral Directors’s history from the FCA register and Companies House, newest first.
2023
22 September 2023
- Carol Anne Spalding stopped being the majority owner
- Sophie Martha May gave up control
- Sophie Martha May took control (75–100% of shares)
Companies House
2022
26 August 2022
- Became an appointed representative
FCA register
2016
6 April 2016
- Carol Anne Spalding became the majority owner (50–75% of shares)
- Sophie Martha May took control (75–100% of shares)
Companies House
2015
1 March 2015
- Sophie Martha May appointed as a director
Companies House
2013
20 May 2013
- Incorporated at Companies House
- Carol Anne Spalding appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like Clarkson's Independent Funeral Directors
Other firms of the same type (funeral director), nearest first.
In the Bath (BA) 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 Clarkson's Independent Funeral Directors
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 2 background checks on its contact details
- 7 years of accounts, charted
- All 9 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