Darwin Financial Management Limited

Reference number: 403464

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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 darwindirect.co.uk first appeared online, and whether it can receive email
  • What kind of line 01743 363363 is
  • Who else gives the postcode TF2 9NW
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Other names (4)

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

  • Darwin Direct Trading name
  • Darwin General Insurance Services Trading name
  • Darwin Independent Financial Advisers Trading name
  • Darwin Mortgage Services Trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · 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.
  • 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (16 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 P2P agreements
  • Advising 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
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • 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

Limits on what they may do

  • Permitted to hold and control client money only in
    Permitted to hold and control client money only in the respect of non-investment insurance contracts.

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
05070156
Company status
Active
Company type
Private limited company
Incorporated
10 March 2004 (22 years old)
Registered office
40 Priorslee Village, Telford, Shropshire, TF2 9NW, England
Nature of business
  • Life insurance (SIC 65110)
  • Non-life insurance (SIC 65120)
  • Life reinsurance (SIC 65201)
  • Non-life reinsurance (SIC 65202)

Directors and company secretaries

Name Role Born Appointed Other companies
Robert Roy Munn Director Sep 1948 10 Mar 2004 1 other company
Robert Roy Munn Secretary Not published 28 Mar 2013 –

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 company
1
closed down
1

In the full report: all 1 company, 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 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Total equity

£30.1k

+1.5% from £29.7k

Employees (average)

2

Same as 2

Owed within a year

£6,449

−64% from £18.1k

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
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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 05070156. 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

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

Key events (8) All events (20)

2026

1 June 2026

  • Tracy Joy Coates stopped being a part-owner

Companies House

2018

19 February 2018

  • Tracy Joy Coates became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Robert Roy Munn became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

21 January 2005

  • FCA imposed a requirement (Permitted to hold and control client money only in)

FCA register

14 January 2005

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

FCA register

2004

10 March 2004

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (8 shown here)
  • Every director appointment and resignation: 5
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Firms like Darwin Financial Management

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

In Telford

B Independent Financial Services LimitedTelfordAuthorisedBelmore Financial Planning LtdTelfordAuthorisedCroft & Oakes Financial Planners LimitedTelfordAuthorisedMidland Financial Advisers LimitedTelfordAuthorisedPrestwood Etheridge & Russell LimitedTelfordAuthorisedChartered Independent LtdTelfordAppointed representative

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 Darwin Financial Management

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 20 events in its history

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Frequently asked questions about this firm

Is Darwin Financial Management Limited FCA authorised?
Yes, Darwin Financial Management Limited (FRN 403464) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2005 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Darwin Financial Management’s phone number and website?
The FCA register lists the phone number 01743 363363 and the website darwindirect.co.uk for Darwin Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Darwin Financial Management a scam or clone?
Darwin 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 Darwin Financial Management?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Darwin Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Darwin Financial Management?
Companies House lists one person with significant control of Darwin Financial Management: Mr Robert Roy Munn (50–75% of shares). Before that, it was controlled by Mrs Tracy Joy Coates.
Who runs Darwin Financial Management?
Companies House lists one director of Darwin Financial Management: Robert Roy Munn.
How long has Darwin Financial Management been in business?
The company was formed on 10 March 2004, and has held its current FCA authorisation since January 2005.
What do Darwin Financial Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show total equity of £30.1k (+1.5% from £29.7k).
Does Darwin Financial Management use any other names?
It trades as Darwin Direct, Darwin General Insurance Services, Darwin Independent Financial Advisers and Darwin Mortgage Services.

Sources and links

The full report on Darwin Financial Management Limited

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