Exchequer Risk Management Ltd

Reference number: 616500

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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 exrm.co.uk first appeared online, and whether it can receive email
  • What kind of line 024 7601 8142 is
  • Who else gives the postcode CV3 4FJ
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Other names (18)

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

  • Exchequer Health Protection Trading name
  • Exchequer Life Protection Trading name
  • Exchequer Wealth Management Trading name
  • GET I Trading name
  • Sportshield Trading name
  • Godiva Broker Management Limited Former name
  • Bee Covered Former trading name
  • Bee Protected Former trading name
  • Construction Shield (London Markets) Former trading name
  • Cricketshield Former trading name
  • Darcy Law Former trading name
  • Exchequer Law Former trading name
  • Exchequer Underwriting Former trading name
  • GODIVA INSURANCE Former trading name
  • Hockeyshield Former trading name
  • LifeCovered Former trading name
  • New Eden Former trading name
  • RUGBY SHIELD Former trading name

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 (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • 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 number
08106679
Company status
Active
Company type
Private limited company
Incorporated
15 June 2012 (14 years old)
Registered office
No3 Siskin Drive, Middlemarch Business Park, Coventry, Warwickshire, CV3 4FJ
Nature of business
  • Risk and damage evaluation (SIC 66210)
  • Activities of insurance agents and brokers (SIC 66220)
  • Management consultancy activities other than financial management (SIC 70229)

Directors and company secretaries

Name Role Born Appointed Other companies
Trevor John Roberts Director Mar 1976 19 Apr 2016 21 other companies
Trevor John Roberts Secretary Not published 25 Aug 2019 –

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
21
closed down
7
are FCA-registered
2

In the full report: all 21 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
  • The 2 on the FCA register
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 June 2026Small company accountsNot audited

Net assets

£101k

−27% from £137k

Cash at bank

£58.1k

−3.8% from £60.4k

Employees (average)

7

+40% from 5

Owed within a year

£267k

−40% from £446k

Assets and liabilities

In the full report: all 8 years of accounts

  • Every year from 2019 to 2026
  • 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 08106679. 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

Exchequer Risk Management’s history from the FCA register and Companies House, newest first.

Key events (8) All events (54)

2019

25 August 2019

  • Barrie Keith Roberts stopped being a part-owner

Companies House

8 July 2019

  • Changed its registered name from "Godiva Broker Management Limited"

FCA register

2016

18 April 2016

  • Barrie Keith Roberts became a part-owner (25–50% of shares)
  • Trevor John Roberts took control (75–100% of shares)

Companies House

2014

23 June 2014

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2013

19 November 2013

  • Board replaced: its only director left and 2 new directors took over

Companies House

2012

15 June 2012

  • Incorporated at Companies House

Companies House

In the full report: all 54 events

  • All 54 events in its history (8 shown here)
  • Every director appointment and resignation: 12
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Firms connected to Exchequer Risk Management

Other FCA-listed firms that share a director, phone number or address with Exchequer Risk Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share a director
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
  • 1 past link through former directors
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Firms like Exchequer Risk Management

Other firms of the same type (insurance broker), nearest first.

In Coventry

Akr Insurance Services LimitedCoventryAuthorisedAnthony D Evans (Insurance Brokers) & Co LtdCoventryAuthorisedArk Insurance Group LimitedCoventryAuthorisedBaker Jayne Insurance Brokers LtdCoventryAuthorisedBizvic Financial Services LtdCoventryAuthorisedCoventry & Warwickshire Insurance Brokers LimitedCoventryAuthorised

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 Exchequer Risk Management

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

  • 21 other companies its directors have run, named
  • 3 background checks on its contact details
  • 8 years of accounts, charted
  • All 54 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Exchequer Risk Management Ltd FCA authorised?
Yes, Exchequer Risk Management Ltd (FRN 616500) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2014 and works as an insurance broker. The FCA has placed no limits on its permissions.
What is Exchequer Risk Management’s phone number and website?
The FCA register lists the phone number 024 7601 8142 and the website exrm.co.uk for Exchequer Risk Management. If you were given different contact details, use these to check with the firm before going any further.
Is Exchequer Risk Management a scam or clone?
Exchequer Risk 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 Exchequer Risk 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 Exchequer Risk Management to the Financial Ombudsman Service, free of charge.
Who owns Exchequer Risk Management?
Companies House lists one person with significant control of Exchequer Risk Management: Mr Trevor John Roberts (75–100% of shares). Before that, it was controlled by Mr Barrie Keith Roberts.
Who runs Exchequer Risk Management?
Companies House lists one director of Exchequer Risk Management: Trevor John Roberts.
How long has Exchequer Risk Management been in business?
The company was formed on 15 June 2012, and has held its current FCA authorisation since June 2014.
What do Exchequer Risk Management’s latest accounts show?
Its latest accounts, to 30 June 2026, show net assets of £101k (−27% from £137k) and cash at bank of £58.1k (−3.8% from £60.4k).
Does Exchequer Risk Management use any other names?
It trades as Exchequer Health Protection, Exchequer Life Protection, Exchequer Wealth Management, GET I and Sportshield. It has previously used 13 other names, including Godiva Broker Management Limited, Bee Covered and Bee Protected.

Sources and links

The full report on Exchequer Risk Management Ltd

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