Institute of Certified Bookkeepers

Reference number: 489802

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

QDOS BROKER AND UNDERWRITING SERVICES LIMITED Reference number: 460886 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Institute of Certified Bookkeepers (FRN 489802) introduces customers to QDOS BROKER AND UNDERWRITING SERVICES LIMITED (FRN 460886). Any regulated advice or arranging is done by the principal, not Institute of Certified Bookkeepers.
  • Example: if Institute of Certified Bookkeepers refers you to a financial adviser, the advice should come from the principal firm, not from Institute of Certified Bookkeepers itself.
  • 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.

In the full report: 3 background checks

  • When bookkeepers.org.uk first appeared online, and whether it can receive email
  • What kind of line 020 3405 4000 is
  • Who else gives the postcode HP11 1JU
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Other names (1)

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

  • ICB Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Qdos Broker and Underwriting Services 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, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action

FCA action

action
1
most recent
December 2025
  • Publicly censured on 2 December 2025
    On 2 December 2025, the Authority imposed on the Institute of Certified Bookkeepers (“ICB”) a public censure pursuant to Regulation 16 of the Oversight of Professional Body Anti-Money Laundering and Counter Terrorist Financing Supervision Regulations 2017 for breaching certain provisions of The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (“MLRs 2017”).

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 name
THE INSTITUTE OF CERTIFIED BOOKKEEPERS
Company number
03274864
Company status
Active
Company type
Private company limited by guarantee
Incorporated
1 November 1996 (30 years old)
Registered office
Oakingham House, Frederick Place, High Wycombe, Buckinghamshire, HP11 1JU, England
Nature of business
  • Activities of professional membership organisations (SIC 94120)

Directors and company secretaries

Name Role Born Appointed Other companies
William Jerry Wood Director Jun 1947 1 Jul 2004 7 other companies
Ami Elizabeth Emily Copeland Director Feb 1983 1 Jul 2009 2 other companies
June Marie Carter Director Jun 1957 1 Apr 2015 15 other companies
Julius Tafura Director Sep 1978 19 May 2015 6 other companies
Garry Peter Carter Director Mar 1954 15 Aug 2024 3 other companies
Charles Richard Vivian Thomas Director Oct 1961 21 May 2026 10 other companies
Juliette Charmaine Foster Director Feb 1964 21 May 2026 5 other companies
Julius Tafura Secretary Not published 15 Aug 2024 –

Other companies run by these 7 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
40
closed down
6
went insolvent
2

In the full report: all 40 companies, named

  • What each company does, and whether it is still trading
  • Which of these 7 directors sit on each board, and since when
  • The 2 that went into liquidation or administration
  • The one on the FCA register, including one no longer authorised
  • The 7 companies these 7 directors run together
  • All 20 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2022Full accountsNot audited

Net assets

£788k

+24% from £636k

Cash at bank

£18.7k

−62% from £49.0k

Employees (average)

26

+30% from 20

Owed within a year

£289k

+67% from £173k

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.

Accounts filed at Companies House for company 03274864. 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

Institute of Certified Bookkeepers’s history from the FCA register and Companies House, newest first.

Key events (9) All events (45)

2025

2 December 2025

  • FCA action: Publicly censured

FCA register

2024

6 November 2024

  • Ami Elizabeth Emily Copeland no longer has significant control

Companies House

1 July 2024

  • Ami Elizabeth Emily Copeland gained significant control
  • June Marie Carter no longer has significant control

Companies House

2018

1 June 2018

  • Garry Peter Carter no longer has significant control
  • June Marie Carter gained significant control

Companies House

2016

6 April 2016

  • Garry Peter Carter gained significant control

Companies House

2008

7 October 2008

  • Became an introducer appointed representative

FCA register

1996

1 November 1996

  • Incorporated at Companies House

Companies House

In the full report: all 45 events

  • All 45 events in its history (9 shown here)
  • Every director appointment and resignation: 35
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Firms connected to Institute of Certified Bookkeepers

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like Institute of Certified Bookkeepers

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

In High Wycombe

Civil Service Sports Council LimitedHigh WycombeAppointed representativeHealth and Social Security Recreational Association (HASSRA)High WycombeAppointed representativeApplicant Mortgage Brokers LimitedHigh WycombeAppointed representativeEdde LimitedHigh WycombeAppointed representativeGrovewood Insurance Services LimitedHigh WycombeAppointed representativeNicholas James Financial Consultancy LimitedHigh WycombeAppointed 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 Institute of Certified Bookkeepers

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

  • 40 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 45 events in its history

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Frequently asked questions about this firm

Is Institute of Certified Bookkeepers FCA authorised?
Institute of Certified Bookkeepers (FRN 489802) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Institute of Certified Bookkeepers?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Institute of Certified Bookkeepers (FRN 489802) introduces customers to QDOS BROKER AND UNDERWRITING SERVICES LIMITED (FRN 460886). Any regulated advice or arranging is done by the principal, not Institute of Certified Bookkeepers. Example: if Institute of Certified Bookkeepers refers you to a financial adviser, the advice should come from the principal firm, not from Institute of Certified Bookkeepers itself. 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.
What is Institute of Certified Bookkeepers’ phone number and website?
The FCA register lists the phone number 020 3405 4000 and the website bookkeepers.org.uk for Institute of Certified Bookkeepers. If you were given different contact details, use these to check with the firm before going any further.
Is Institute of Certified Bookkeepers a scam or clone?
Institute of Certified Bookkeepers 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 Institute of Certified Bookkeepers?
Protection works through Qdos Broker and Underwriting Services Limited, the principal firm responsible for Institute of Certified Bookkeepers's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Institute of Certified Bookkeepers?
Companies House lists no one with significant control of Institute of Certified Bookkeepers now. Before that, it was controlled by Mrs Ami Elizabeth Emily Copeland, Mr Garry Peter Carter and Mrs June Marie Carter.
Who runs Institute of Certified Bookkeepers?
Companies House lists 7 directors of Institute of Certified Bookkeepers: William Jerry Wood, Ami Elizabeth Emily Copeland, June Marie Carter, Julius Tafura, Garry Peter Carter, Charles Richard Vivian Thomas and 1 more.
How long has Institute of Certified Bookkeepers been in business?
The company was formed on 1 November 1996.
What do Institute of Certified Bookkeepers’ latest accounts show?
Its latest accounts, to 31 December 2022, show net assets of £788k (+24% from £636k) and cash at bank of £18.7k (−62% from £49.0k).
Has the FCA taken action against Institute of Certified Bookkeepers?
Yes. The FCA register records 1 public censure in 2025. The details are in the disciplinary section above, with links to the FCA's notices.
Does Institute of Certified Bookkeepers use any other names?
It trades as ICB.

Sources and links

The full report on Institute of Certified Bookkeepers

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