Introducer appointed representative
This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.
- Appointed for 4 years
- Protected through the principal
- No FCA actions
- Active company since 2004
- Accounts filed up to 5 April 2025
Responsible principal firm
Golden Charter Limited Reference number: 965279 View firm →What does this mean?
- An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
- COTSWOLD ASSISTANCE LIMITED (FRN 980501) introduces customers to Golden Charter Limited (FRN 965279). Any regulated advice or arranging is done by the principal, not COTSWOLD ASSISTANCE.
- Example: if COTSWOLD ASSISTANCE refers you to a financial adviser, the advice should come from the principal firm, not from COTSWOLD ASSISTANCE itself.
- 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.
-
No website on the FCA register
-
Phone number
-
Address
30 St. Giles, Oxford, Oxfordshire, OX1 3LE, United Kingdom
In the full report: 2 background checks
- What kind of line 01451 810700 is
- Who else gives the postcode OX1 3LE
Other names (1)
If you were contacted under any of these names, it is this firm.
- W J Wright Funeral Director Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Golden Charter 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
- 05143497 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 2 June 2004 (22 years old)
- Registered office
- 30 St Giles, Oxford, OX1 3LE
- Nature of business
-
- Funeral and related activities (SIC 96030)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Henrietta Shane Royle | Director | May 1962 | 17 Jun 2008 | 10 other companies |
| Ivan James Fanshawe Royle | Director | Jan 1966 | 17 Jun 2008 | 5 other companies |
| Rachael Pickard | Director | Sep 1971 | 23 Jun 2022 | None |
Other companies run by these 3 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
- 14
- closed down
- 8
- run together
- 1
In the full report: all 14 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 1 company these 3 directors run together
- All 7 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£33.4k
+39% from £24.1k
Cash at bank
£106k
+22% from £86.2k
Employees (average)
7
Same as 7
Owed within a year
£316k
−1.3% from £320k
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.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 05143497. 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
Cotswold Assistance’s history from the FCA register and Companies House, newest first.
2023
28 April 2023
- Executor Of Mr Timothy Lancelot Fanshawe Royle gave up control
- Henrietta Shane Royle became a part-owner (25–50% of shares)
- Ivan James Fanshawe Royle became a part-owner (25–50% of shares)
Companies House
2022
8 August 2022
- Became an introducer appointed representative
FCA register
2021
27 October 2021
- Executor Of Mr Timothy Lancelot Fanshawe Royle took control (75–100% of shares)
- Timothy Lancelot Fanshawe Royle stopped being a part-owner
Companies House
12 January 2021
- Executor Of Mrs Margaret Jill Royle became a part-owner (25–50% of shares)
- Executor Of Mrs Margaret Jill Royle stopped being a part-owner
- Margaret Jill Royle stopped being a part-owner
Companies House
2016
6 April 2016
- Margaret Jill Royle became a part-owner (25–50% of shares)
- Timothy Lancelot Fanshawe Royle became a part-owner (25–50% of shares)
Companies House
2004
2 June 2004
- Incorporated at Companies House
Companies House
In the full report: all 22 events
- All 22 events in its history (12 shown here)
- Every director appointment and resignation: 9
Firms like Cotswold Assistance
Other firms of the same type (funeral director), nearest first.
In Oxford
In the Oxford (OX) 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 Cotswold Assistance
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 14 other companies its directors have run, named
- 2 background checks on its contact details
- 6 years of accounts, charted
- All 22 events in its history
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Cotswold Assistance Limited FCA authorised?
What does introducer appointed representative mean for Cotswold Assistance?
What is Cotswold Assistance’s phone number?
Is Cotswold Assistance a scam or clone?
Is my money safe with Cotswold Assistance?
Who owns Cotswold Assistance?
Who runs Cotswold Assistance?
How long has Cotswold Assistance been in business?
What do Cotswold Assistance’s latest accounts show?
Does Cotswold Assistance use any other names?
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