One Financial Adviser Ltd

Reference number: 611058

Instant download

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, 1 thing worth a closer look

  • When onefinancialadviser.com first appeared online, and whether it can receive email
  • What kind of line 01635 780142 is
  • Who else gives the postcode RG14 2PZ
Instant PDF download
Other names (5)

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

  • Moneybee Limited Former name: A name it was registered under before.
  • One Financial Adviser Limited Former name: A name it was registered under before.
  • Elana Former trading name: A name it used to trade under.
  • Moneybee Former trading name: A name it used to trade under.
  • One Adviser Former trading name: A name it used to trade under.

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 Pension Transfers and Pension Opt Outs
  • 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
14 April 2011 (15 years old)
Registered office
Benyon House Newbury Business Park, London Road, Newbury, Berkshire, RG14 2PZ
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Graham Bruce Moss Director Jul 1949 14 Apr 2011 7 other companies
Peter Nicholas Howard-Jones Director May 1957 22 Apr 2021 14 other companies
Chet Vishram Velani Director Apr 1987 24 Jul 2021 2 other companies
Stephen Niall Campbell Director Jun 1982 24 Jul 2021 4 other companies
David George Metcalf Director Sep 1985 23 Feb 2023 None

Other companies run by these 5 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
22
closed down
9
is FCA-registered
1

In the full report: all 22 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 4 companies these 5 directors run together
  • All 13 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 March 2025Full accountsAudited

Net assets

£44.5k

No earlier figure to compare

Cash at bank

£51.4k

No earlier figure to compare

Employees (average)

4

No earlier figure to compare

Owed within a year

£15.5k

No earlier figure to compare

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.

Accounts filed at Companies House for company 07604100. Figures are exactly as filed; nothing is estimated.

Key dates in its history

One Financial Adviser’s history from the FCA register and Companies House, newest first.

2021

9 July 2021

  • Changed its registered name from "One Financial Adviser Limited"

FCA register

2018

15 February 2018

  • Changed its registered name from "Moneybee Limited"

FCA register

2016

6 April 2016

  • Evalue Ltd took control (75–100% of shares)

Companies House

2014

30 September 2014

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2011

14 April 2011

  • Incorporated at Companies House

Companies House

In the full report: all 38 events

  • All 38 events in its history (6 shown here)
  • Every director appointment and resignation: 23
Instant PDF download

Firms connected to One Financial Adviser

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

connected firms
2
share a director
1
share its postcode
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), the same postcode (1)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like One Financial Adviser

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

In Newbury

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 One Financial Adviser

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

  • 22 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 38 events in its history
  • 2 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is One Financial Adviser Ltd FCA authorised?
Yes, One Financial Adviser Ltd (FRN 611058) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is One Financial Adviser’s phone number and website?
The FCA register lists the phone number 01635 780142 and the website onefinancialadviser.com for One Financial Adviser. If you were given different contact details, use these to check with the firm before going any further.
Is One Financial Adviser a scam or clone?
One Financial Adviser 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 One Financial Adviser?
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 One Financial Adviser to the Financial Ombudsman Service, free of charge.
Who owns One Financial Adviser?
One Financial Adviser is owned by Evalue Ltd, which holds 75–100% of shares, since 6 April 2016.
Who runs One Financial Adviser?
Companies House lists 5 directors of One Financial Adviser: Graham Bruce Moss, Peter Nicholas Howard-Jones, Chet Vishram Velani, Stephen Niall Campbell and David George Metcalf.
How long has One Financial Adviser been in business?
The company was formed on 14 April 2011, and has held its current FCA authorisation since September 2014.
What do One Financial Adviser’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £44.5k (no earlier figure to compare) and cash at bank of £51.4k (no earlier figure to compare).
Does One Financial Adviser use any other names?
It has previously used 5 other names, including Moneybee Limited, One Financial Adviser Limited and Elana.

Sources and links

The full report on One Financial Adviser Ltd

£19.99 · Instant PDF download

Loading secure checkout…