McDade Financial Services Limited

Reference number: 229325

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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

    0118 988 8787

  • Address

    Laurel House, 3 Jordan Close, Spencers Wood, Reading, Berkshire, RG7 1BT, United Kingdom

In the full report: 2 background checks

  • What kind of line 0118 988 8787 is
  • Who else gives the postcode RG7 1BT
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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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • 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 status
Active
Company type
Private limited company
Incorporated
4 September 2001 (25 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Karen Anne Mcdade Director Jan 1960 4 Sep 2001 None
Stephen John Mcdade Director May 1951 11 Feb 2002 None
Stephen John Mcdade Secretary Not published 4 Sep 2001 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 3 people who have been directors, with their dates
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Filed accounts and finances

Year to 28 February 2025Small company accountsNot audited

Net assets

£111k

<1% from £112k

Cash at bank

£89.8k

−12% from £101k

Employees (average)

1

Same as 1

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 04280866. 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

McDade Financial Services’s history from the FCA register and Companies House, newest first.

2024

3 September 2024

  • Karen Anne McDade became a part-owner (25–50% of shares)
  • Stephen John McDade became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

15 January 2004

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2001

4 September 2001

  • Incorporated at Companies House

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 McDade Financial Services

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

In Reading

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 McDade Financial Services

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

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is McDade Financial Services Limited FCA authorised?
Yes, McDade Financial Services Limited (FRN 229325) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2004 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is McDade Financial Services’ phone number?
The FCA register lists the phone number 0118 988 8787 for McDade Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is McDade Financial Services a scam or clone?
McDade Financial Services 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 McDade Financial Services?
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 McDade Financial Services to the Financial Ombudsman Service, free of charge.
Who owns McDade Financial Services?
Companies House lists 2 people with significant control of McDade Financial Services: Mrs Karen Anne McDade (25–50% of shares) and Mr Stephen John McDade (25–50% of shares).
Who runs McDade Financial Services?
Companies House lists 2 directors of McDade Financial Services: Karen Anne McDade and Stephen John McDade.
How long has McDade Financial Services been in business?
The company was formed on 4 September 2001, and has held its current FCA authorisation since January 2004.
What do McDade Financial Services’ latest accounts show?
Its latest accounts, to 28 February 2025, show net assets of £111k (<1% from £112k) and cash at bank of £89.8k (−12% from £101k).

Sources and links

The full report on McDade Financial Services Limited

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