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 9 years
- Protected through the principal
- No FCA actions
- Active company since 2016
- Accounts filed up to 31 December 2024
Responsible principal firm
Capital Alliance Partners Limited Reference number: 460233 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.
- Drake Financial Advisory Ltd (FRN 769447) is an AR of Capital Alliance Partners Limited (FRN 460233). When you use Drake Financial Advisory's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Drake Financial Advisory, 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
The Chilterns Fox, Ibstone, High Wycombe, Buckinghamshire, HP14 3XT, United Kingdom
In the full report: 2 background checks
- What kind of line 07702 595508 is
- Who else gives the postcode HP14 3XT
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Capital Alliance Partners 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
- 10464774 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 7 November 2016 (9 years old)
- Registered office
- The Chilterns Fox, Ibstone Road, High Wycombe, HP14 3XT, England
- Nature of business
-
- Other information service activities not elsewhere classified (SIC 63990)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Charles Harry Finlayson Methven | Director | Jun 1976 | 7 Nov 2016 | 3 other companies |
| Helene Schutrumpf | Director | Nov 1980 | 7 Nov 2016 | 1 other company |
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
- still active
- 4
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
Filed accounts and finances
Net assets
£52.1k
+11% from £47.1k
Cash at bank
£24.2k
Up £22.6k from £1,559
Employees (average)
2
Same as 2
Owed within a year
£1.68m
Up £1.63m from £57.0k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2019 to 2024
- 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 10464774. 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
Drake Financial Advisory’s history from the FCA register and Companies House, newest first.
2017
16 January 2017
- Became an appointed representative
FCA register
2016
7 November 2016
- Incorporated at Companies House
- Charles Harry Methven took control (75–100% of shares)
- Charles Harry Finlayson Methven appointed as a director
- Helene Schutrumpf appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like Drake Financial Advisory
Other firms of the same type (financial adviser), nearest first.
In High Wycombe
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 Drake Financial Advisory
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
- 6 years of accounts, charted
- All 5 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