McCormack Financial Advisers Ltd

Reference number: 758941

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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.

  • No website on the FCA register

  • Phone number

    0121 323 2155

  • Address

    Upper Monk Hall, Monkhopton, Bridgnorth, Shropshire, WV16 6XF, United Kingdom

In the full report: 2 background checks

  • What kind of line 0121 323 2155 is
  • Who else gives the postcode WV16 6XF
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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.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
10377136
Company status
Active
Company type
Private limited company
Incorporated
15 September 2016 (10 years old)
Registered office
Upper Monkhall, Monkhopton, Bridgnorth, Shropshire, WV16 6XF, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Charlotte Anne Mccormack Director Jan 1989 15 Sep 2016 1 other company
Douglas Michael Mccormack Director Jun 1949 15 Sep 2016 2 other companies

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
2
closed down
2
run together
1

In the full report: all 2 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
  • The 1 company these 2 directors run together
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Filed accounts and finances

Year to 30 April 2026Micro-entity accountsNot audited

Net assets

£28.0k

−5.1% from £29.5k

Owed within a year

£27.4k

−13% from £31.5k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 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 10377136. 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

McCormack Financial Advisers’s history from the FCA register and Companies House, newest first.

Key events (6) All events (10)

2017

2 May 2017

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
  • Became authorised by the FCA

FCA register

5 April 2017

  • Charlotte Anne McCormack became the majority owner (50–75% of shares)

Companies House

2016

15 September 2016

  • Incorporated at Companies House
  • Douglas Michael McCormack became a part-owner (25–50% of shares)

Companies House

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
  • Every director appointment and resignation: 2
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Firms like McCormack Financial Advisers

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

In Bridgnorth

Bentley Independent Financial AdvisersBridgnorthAuthorisedM.b. Smith & Co LtdBridgnorthAuthorisedNicholas Charles ThompsonBridgnorthAuthorisedJohn Cannaby Associates LtdBridgnorthAppointed representativeRichard BoardmanBridgnorthAppointed 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 McCormack Financial Advisers

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

  • 2 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is McCormack Financial Advisers Ltd FCA authorised?
Yes, McCormack Financial Advisers Ltd (FRN 758941) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2017 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is McCormack Financial Advisers’ phone number?
The FCA register lists the phone number 0121 323 2155 for McCormack Financial Advisers. If you were given different contact details, use these to check with the firm before going any further.
Is McCormack Financial Advisers a scam or clone?
McCormack Financial Advisers 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 McCormack Financial Advisers?
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 McCormack Financial Advisers to the Financial Ombudsman Service, free of charge.
Who owns McCormack Financial Advisers?
Companies House lists 2 people with significant control of McCormack Financial Advisers: Miss Charlotte Anne McCormack (50–75% of shares) and Mr Douglas Michael McCormack (25–50% of shares).
Who runs McCormack Financial Advisers?
Companies House lists 2 directors of McCormack Financial Advisers: Charlotte Anne McCormack and Douglas Michael McCormack.
How long has McCormack Financial Advisers been in business?
The company was formed on 15 September 2016, and has held its current FCA authorisation since May 2017.
What do McCormack Financial Advisers’ latest accounts show?
Its latest accounts, to 30 April 2026, show net assets of £28.0k (−5.1% from £29.5k).

Sources and links

The full report on McCormack Financial Advisers Ltd

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