Neales Financial Management Limited

Reference number: 191772

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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 nealesfmgt.co.uk first appeared online, and whether it can receive email
  • What kind of line 01934 384044 is
  • Who else gives the postcode GL12 8FG
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Other names (1)

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

  • Bedmincourt Limited Former 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • 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
03878665
Company status
Active
Company type
Private limited company
Incorporated
17 November 1999 (26 years old)
Registered office
26 Poskett Way Charfield, Wotton-Under-Edge, Gloucestershire, GL12 8FG, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan Gamlin Director Jun 1960 2 Mar 2000 1 other company
Jonathan Gamlin Secretary Not published 1 Jan 2009 1 other company

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 company
1
still active
1

In the full report: all 1 company, 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
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£29.1k

−1.3% from £29.5k

Cash at bank

£84.0k

+2.2% from £82.2k

Employees (average)

1

Same as 1

Owed within a year

£65.2k

+24% from £52.5k

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 03878665. 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

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

Key events (7) All events (14)

2016

6 April 2016

  • Neales Financial Managment Holdings Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

2000

9 June 2000

  • Changed its registered name from "Bedmincourt Limited"

FCA register

19 May 2000

  • Regulated by the Personal Investment Authority from this date

FCA register

1999

17 November 1999

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (7 shown here)
  • Every director appointment and resignation: 3
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Firms like Neales Financial Management

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

In the Gloucester (GL) postcode area

Bound (Gloucester) LimitedGloucesterAppointed representative

Elsewhere in the UK

(SMT) Money Matters LimitedCrawleyAuthorised415 LLPWantageAuthorisedAbsolute Sense Independent Financial Advisers LimitedElySee the registerAcorn to Oaks Financial Services LtdWillenhallAuthorisedActive Financial Partners LimitedWaterloovilleAuthorised

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 Neales Financial Management

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
  • 6 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is Neales Financial Management Limited FCA authorised?
Yes, Neales Financial Management Limited (FRN 191772) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a pension transfer adviser. The FCA has placed no limits on its permissions.
What is Neales Financial Management’s phone number and website?
The FCA register lists the phone number 01934 384044 and the website nealesfmgt.co.uk for Neales Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Neales Financial Management a scam or clone?
Neales 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 Neales Financial Management?
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 Neales Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Neales Financial Management?
Neales Financial Management is owned by Neales Financial Managment Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Neales Financial Management?
Companies House lists one director of Neales Financial Management: Jonathan Gamlin.
How long has Neales Financial Management been in business?
The company was formed on 17 November 1999, and has held its current FCA authorisation since December 2001.
What do Neales Financial Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £29.1k (−1.3% from £29.5k) and cash at bank of £84.0k (+2.2% from £82.2k).
Does Neales Financial Management use any other names?
It has previously used the name Bedmincourt Limited.

Sources and links

The full report on Neales Financial Management Limited

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