Metcalf Moat IFA Limited

Reference number: 440915

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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 metcalfmoat.co.uk first appeared online, and whether it can receive email
  • What kind of line 01689 891919 is
  • Who else gives the postcode BR5 1EG
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Other names (1)

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

  • Metcalf Moat 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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • 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
04825993
Company status
Active
Company type
Private limited company
Incorporated
9 July 2003 (23 years old)
Registered office
3 Victoria Works, 6 Fairway, Petts Wood, Kent, BR5 1EG, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
John Mark Riley Director Aug 1962 9 Jul 2003 None
Lee Taylor Director Jan 1975 6 Apr 2010 None
Sarah Riley Director Jan 1967 11 Jul 2012 None
Amanda Kay Taylor Director Apr 1979 11 Jul 2012 1 other company
Amanda Kay Taylor Secretary Not published 26 Jun 2014 –

Other companies run by these 4 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 company
1
closed down
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 6 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Total equity

£224k

+38% from £162k

Cash at bank

£312k

+32% from £237k

Employees (average)

6

Same as 6

Owed within a year

£96.9k

+13% from £85.9k

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 04825993. 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

Metcalf Moat IFA’s history from the FCA register and Companies House, newest first.

Key events (10) All events (21)

2016

20 July 2016

  • John Mark Riley became a part-owner (25–50% of shares)
  • John Mark Riley stopped being a part-owner
  • Lee Taylor became a part-owner (25–50% of shares)
  • Lee Taylor stopped being a part-owner

Companies House

6 April 2016

  • John Mark Riley became a part-owner (25–50% of shares)
  • Lee Taylor became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

6 January 2006

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

FCA register

2003

9 July 2003

  • Incorporated at Companies House

Companies House

In the full report: all 21 events

  • All 21 events in its history (10 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Metcalf Moat IFA

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Metcalf Moat IFA

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

In Orpington

Avsons Financial LimitedOrpingtonAuthorisedBurwood Sage + Brookridge LtdOrpingtonAuthorisedChantler Kent InvestmentsOrpingtonAuthorisedCulverhouse Financial Planning LtdOrpingtonAuthorisedGrove Pension Solutions LtdOrpingtonAuthorisedSentient Wealth Management LimitedOrpingtonAuthorised

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 Metcalf Moat IFA

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 21 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Metcalf Moat IFA Limited FCA authorised?
Yes, Metcalf Moat IFA Limited (FRN 440915) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Metcalf Moat IFA’s phone number and website?
The FCA register lists the phone number 01689 891919 and the website metcalfmoat.co.uk for Metcalf Moat IFA. If you were given different contact details, use these to check with the firm before going any further.
Is Metcalf Moat IFA a scam or clone?
Metcalf Moat IFA 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 Metcalf Moat IFA?
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 Metcalf Moat IFA to the Financial Ombudsman Service, free of charge.
Who owns Metcalf Moat IFA?
Companies House lists 2 people with significant control of Metcalf Moat IFA: Mr John Mark Riley (25–50% of shares) and Mr Lee Taylor (25–50% of shares).
Who runs Metcalf Moat IFA?
Companies House lists 4 directors of Metcalf Moat IFA: John Mark Riley, Lee Taylor, Sarah Riley and Amanda Kay Taylor.
How long has Metcalf Moat IFA been in business?
The company was formed on 9 July 2003, and has held its current FCA authorisation since January 2006.
What do Metcalf Moat IFA’s latest accounts show?
Its latest accounts, to 31 March 2026, show total equity of £224k (+38% from £162k) and cash at bank of £312k (+32% from £237k).
Does Metcalf Moat IFA use any other names?
It trades as Metcalf Moat.

Sources and links

The full report on Metcalf Moat IFA Limited

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