Financial Management Bureau Limited
Reference number: 125710
Instant download
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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Phone number
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Address
Shenstone House, Helsington, Kendal, Cumbria, LA8 8AA, United Kingdom
In the full report: 3 background checks
- When finman.co.uk first appeared online, and whether it can receive email
- What kind of line 01539 725855 is
- Who else gives the postcode LA8 8AA
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
- Credit Broking
- 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
- 02089786 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 15 January 1987 (39 years old)
- Registered office
- Matches the FCA register address ✓
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Elizabeth Beavis | Director | Mar 1975 | 1 Jan 2008 | 2 other companies |
| Ruth Power | Director | Sep 1971 | 1 Sep 2008 | 3 other companies |
| Roger Jackson | Director | May 1989 | 20 Sep 2018 | 6 other companies |
| Ruth Power | Secretary | Not published | 8 Jan 2008 | – |
Other companies run by these 3 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
- 6
- closed down
- 1
- run together
- 3
In the full report: all 6 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 3 companies these 3 directors run together
- All 13 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£689k
+32% from £522k
Cash at bank
£787k
+101% from £392k
Employees (average)
26
−13% from 30
Owed within a year
£297k
+65% from £180k
Assets and liabilities
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 02089786. 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
Financial Management Bureau’s history from the FCA register and Companies House, newest first.
2022
18 August 2022
- Elizabeth Beavis no longer has significant control
- Linda Jean Beavis no longer has significant control
- Ruth Power no longer has significant control
Companies House
4 February 2022
- Gillian Forrester no longer has significant control
Companies House
2018
18 October 2018
- Roger Jackson no longer has significant control
Companies House
20 September 2018
- Roger Jackson gained significant control
Companies House
2016
6 April 2016
- Elizabeth Beavis gained significant control
- Fmb (Holdings) Ltd took control (75–100% of shares)
- Gillian Forrester gained significant control
- Linda Jean Beavis gained significant control
- Ruth Power gained significant control
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
1994
19 December 1994
- Regulated by the Personal Investment Authority from this date
FCA register
1987
15 January 1987
- Incorporated at Companies House
Companies House
In the full report: all 41 events
- All 41 events in its history (16 shown here)
- Every director appointment and resignation: 20
Firms like Financial Management Bureau
Other firms of the same type (financial adviser), nearest first.
In Kendal
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 Financial Management Bureau
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 6 other companies its directors have run, named
- 3 background checks on its contact details
- All 41 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
- 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