Moneybox Financial Management Limited

Reference number: 807951

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Moneybox Financial Management Limited (FRN 807951) is an AR of Mortgage Advice Bureau Limited (FRN 455545). When you use Moneybox Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Moneybox Financial Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • 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.

  • No website on the FCA register

  • Phone number

    01702 549459

  • Address

    9A York Road, Rochford, Essex, SS4 3HG, United Kingdom

In the full report: 2 background checks

  • What kind of line 01702 549459 is
  • Who else gives the postcode SS4 3HG
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Other names (1)

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

  • Mortgage Advice Bureau Former trading name: A name it used to trade under.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Mortgage Advice Bureau 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 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
21 September 2017 (9 years old)
Registered office
9a York Road, Ashingdon, Rochford, Essex, SS4 3HG, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Stafford George Dinnage Director Sep 1973 21 Sep 2017 2 other companies

Other companies run by its director

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
still active
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Net assets

£120k

+1.1% from £119k

Owed within a year

£260k

+23% from £210k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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 10974334. 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

Moneybox Financial Management’s history from the FCA register and Companies House, newest first.

2018

1 May 2018

  • Became an appointed representative

FCA register

2017

22 September 2017

  • Stafford George Dinnage stopped being a part-owner

Companies House

21 September 2017

  • Incorporated at Companies House
  • Donna June Lambert became a part-owner (25–50% of shares)
  • Donna June Lambert stopped being a part-owner
  • Moneybox Holdings Limited took control (75–100% of shares)
  • Stafford George Dinnage became a part-owner (25–50% of shares)

Companies House

In the full report: all 11 events

  • All 11 events in its history (7 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Moneybox Financial Management

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Moneybox Financial Management

Other firms of the same type (mortgage adviser or broker), nearest first.

In Rochford

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 Moneybox Financial Management

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 11 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Moneybox Financial Management Limited FCA authorised?
Moneybox Financial Management Limited (FRN 807951) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Moneybox Financial Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Moneybox Financial Management Limited (FRN 807951) is an AR of Mortgage Advice Bureau Limited (FRN 455545). When you use Moneybox Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Moneybox Financial Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. 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 Moneybox Financial Management’s phone number?
The FCA register lists the phone number 01702 549459 for Moneybox Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Moneybox Financial Management a scam or clone?
Moneybox Financial Management 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 Moneybox Financial Management?
Protection works through Mortgage Advice Bureau Limited, the principal firm responsible for Moneybox Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Moneybox Financial Management?
Moneybox Financial Management is owned by Moneybox Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 21 September 2017. Before that, it was controlled by Mr Stafford George Dinnage and Mrs Donna June Lambert.
Who runs Moneybox Financial Management?
Companies House lists one director of Moneybox Financial Management: Stafford George Dinnage.
How long has Moneybox Financial Management been in business?
The company was formed on 21 September 2017.
What do Moneybox Financial Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £120k (+1.1% from £119k).
Does Moneybox Financial Management use any other names?
It has previously used the name Mortgage Advice Bureau.

Sources and links

The full report on Moneybox Financial Management Limited

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