Court Ross Financial Management Limited

Reference number: 131794

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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 courtross.co.uk first appeared online, and whether it can receive email
  • What kind of line 0117 930 0056 is
  • Who else gives the postcode BS1 4XE
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Court Ross Associates Financial Management Former trading name: A name it used to trade under.

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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (6 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
  • Assisting in the administration and performance of a contract of insurance
  • Debt-counselling
  • 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 status
Active
Company type
Private limited company
Incorporated
3 March 1987 (39 years old)
Registered office
3rd Floor Beacon Tower, Colston Street, Bristol, BS1 4XE, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Ivan Stuart Angell Director Dec 1950 Not published 7 other companies
David William Everett Secretary Not published 1 Sep 2003 –

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 companies
7
closed down
6
still active
1

In the full report: all 7 companies, 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 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 August 2025Micro-entity accountsNot audited

Net assets

£942k

+6.8% from £881k

Employees (average)

2

Same as 2

Owed within a year

£68.2k

−49% from £134k

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
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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 02105259. 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

Court Ross Financial Management’s history from the FCA register and Companies House, newest first.

2016

6 April 2016

  • Ivan Stuart Angell took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1995

13 February 1995

  • Regulated by the Personal Investment Authority from this date

FCA register

1987

3 March 1987

  • Incorporated at Companies House

Companies House

In the full report: all 16 events

  • All 16 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms like Court Ross Financial Management

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

In Bristol

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 Court Ross Financial Management

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 16 events in its history

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Frequently asked questions about this firm

Is Court Ross Financial Management Limited FCA authorised?
Yes, Court Ross Financial Management Limited (FRN 131794) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Court Ross Financial Management’s phone number and website?
The FCA register lists the phone number 0117 930 0056 and the website courtross.co.uk for Court Ross Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Court Ross Financial Management a scam or clone?
Court Ross Financial Management 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 Court Ross Financial Management?
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 Court Ross Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Court Ross Financial Management?
Companies House lists one person with significant control of Court Ross Financial Management: Mr Ivan Stuart Angell (75–100% of shares).
Who runs Court Ross Financial Management?
Companies House lists one director of Court Ross Financial Management: Ivan Stuart Angell.
How long has Court Ross Financial Management been in business?
The company was formed on 3 March 1987, and has held its current FCA authorisation since December 2001.
What do Court Ross Financial Management’s latest accounts show?
Its latest accounts, to 31 August 2025, show net assets of £942k (+6.8% from £881k).
Does Court Ross Financial Management use any other names?
It has previously used the name Court Ross Associates Financial Management.

Sources and links

The full report on Court Ross Financial Management Limited

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