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.
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No website on the FCA register
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Phone number
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Address
1st Floor, Graig Offices, Rear of 53 Eastgate, Cowbridge, Vale of Glamorgan, CF71 7EL, United Kingdom
In the full report: 2 background checks
- What kind of line 01446 679809 is
- Who else gives the postcode CF71 7EL
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 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
- Debt-counselling
- Making arrangements with a view to transactions in investments
Limits on what they may do
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Appointed Representative
Under section 55 L (5)(a) of FSMA, the following requirements are to be imposed on the Firm’s Part IV Permission with immediate effect: 1.The Firm must not, without the prior written consent of the FCA appoint any new Appointed Representatives from the date this requirement takes effect.
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
- 13606519 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 7 September 2021 (5 years old)
- Registered office
- Graig Offices 1st Floor Graig Offices, Rear Of 53 Eastgate, Cowbridge, Vale Of Glamorgan, CF71 7EL, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Matthew John Bird | Director | Jun 1980 | 7 Sep 2021 | 4 other companies |
| Gareth John Cozens | Director | Sep 1981 | 7 Sep 2021 | None |
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
- 4
- closed down
- 1
- is FCA-registered
- 1
In the full report: all 4 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
Filed accounts and finances
Net assets
£26.5k
+46% from £18.2k
Employees (average)
0
−100% from 2
Owed within a year
£1,951
+15% from £1,694
Assets and liabilities
In the full report: all 4 years of accounts
- Every year from 2022 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 13606519. 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
Cozens & Bird Financial Services’s history from the FCA register and Companies House, newest first.
2022
1 July 2022
- Regulated by the FCA from this date
- FCA imposed a requirement (Appointed Representative)
- Became authorised by the FCA
FCA register
2021
7 September 2021
- Incorporated at Companies House
- Gareth John Cozens became a part-owner (25–50% of shares)
- Matthew John Bird became a part-owner (25–50% of shares)
Companies House
In the full report: all 10 events
- All 10 events in its history (6 shown here)
- Every director appointment and resignation: 2
Firms connected to Cozens & Bird Financial Services
Other FCA-listed firms that share a director, phone number or address with Cozens & Bird Financial Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share a director
- 1
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: shared directors (1), the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Cozens & Bird Financial Services
Other firms of the same type (financial adviser), nearest first.
In the Cardiff (CF) 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 Cozens & Bird Financial Services
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 4 other companies its directors have run, named
- 2 background checks on its contact details
- 4 years of accounts, charted
- All 10 events in its history
- 2 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
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk