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.
- Appointed for 21 years
- Protected through the principal
- No FCA actions
- Active company since 1947
- Accounts filed up to 31 March 2026
Responsible principal firm
Bspoke Lifestyle Ltd Reference number: 820727 View firm →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.
- Retreat Estates (Burnham On Sea) Ltd (FRN 413841) is an AR of Bspoke Lifestyle Ltd (FRN 820727). When you use Retreat Estates (Burnham On Sea)'s services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Retreat Estates (Burnham On Sea), 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.
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Phone number
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Address
Retreat Estates ( Burnham on Sea) Ltd, Retreat Caravan Park, Berrow Road, Burnham on Sea, Somerset, TA8 2ES, England
In the full report: 3 background checks
- When retreatcaravanpark.co.uk first appeared online, and whether it can receive email
- What kind of line 01278 795006 is
- Who else gives the postcode TA8 2ES
Other names (1)
If you were contacted under any of these names, it is this firm.
- Retreat Caravan Park Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Bspoke Lifestyle Ltd, 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, freeYou 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 name
- RETREAT ESTATES BURNHAM-ON-SEA LIMITED(THE)
- Company number
- 00446585 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 13 December 1947 (78 years old)
- Registered office
- Park Office Retreat Caravan Park, Berrow Road, Burnham On Sea, Somerset, TA8 2ES
- Nature of business
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- Other holiday and other collective accommodation (SIC 55209)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Sarah Jane Miles | Director | Dec 1969 | 1 Nov 2017 | None |
| Roger Benjamin William Jackson | Director | Apr 1948 | Not published | None |
| Rosemary Ann Jackson | Director | Feb 1947 | Not published | None |
| Rosemary Ann Jackson | Secretary | Not published | Not published | None |
In the full report: every company its directors have run
- Confirmation that these 3 directors run no other company
- All 5 people who have been directors, with their dates
Filed accounts and finances
Net assets
£4.27m
<1% from £4.27m
Cash at bank
£6,196
+176% from £2,246
Employees (average)
9
−10% from 10
Owed within a year
£487k
−3.8% from £506k
Assets and liabilities
In the full report: all 5 years of accounts
- Every year from 2022 to 2026
- The chart, over every year
- Every filed figure, year by year
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 00446585. 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
Retreat Estates (Burnham On Sea)’s history from the FCA register and Companies House, newest first.
2021
18 August 2021
- Sundale Ltd gave up control
Companies House
2016
6 April 2016
- Sundale Ltd took control (75–100% of shares)
Companies House
2005
14 January 2005
- Became an appointed representative
FCA register
1947
13 December 1947
- Incorporated at Companies House
Companies House
In the full report: all 9 events
- All 9 events in its history (4 shown here)
- Every director appointment and resignation: 4
Firms like Retreat Estates (Burnham On Sea)
Other firms of the same type (insurance broker), nearest first.
In the Taunton (TA) postcode area
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 Retreat Estates (Burnham On Sea)
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
- 3 background checks on its contact details
- 5 years of accounts, charted
- All 9 events in its history
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Frequently asked questions about this firm
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What do Retreat Estates (Burnham On Sea)’s latest accounts show?
Does Retreat Estates (Burnham On Sea) use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk