Roebridge Financial Management Ltd: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 21 years
Your funds are protected by FSCS
No FCA actions
Active company since 2002
Accounts filed up to 31 March 2026

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

01200 422150
Address

97 Chatburn Road, Clitheroe, Lancashire, BB7 2AS, United Kingdom

In the full report: 2 background checks

What kind of line 01200 422150 is
Who else gives the postcode BB7 2AS

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.
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 (6 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
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 name: ROEBRIDGE FINANCIAL MANAGEMENT LIMITED
Company number: 04609175 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 5 December 2002 (23 years old)
Registered office: Matches the FCA register address ✓
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Susan Helen Simpson	Director	Aug 1961	17 Dec 2002	1 other company
John Martin Bransby Windle	Secretary	Not published	17 Dec 2002	–

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
closed down: 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 2 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Total equity

£107k

+34% from £80.0k

Employees (average)

5

Same as 5

Owed within a year

£72.7k

+3.8% from £70.1k

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

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 04609175. 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

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

Key events (5) All events (11)

2016

6 April 2016

Susan Helen Simpson took control (75–100% of shares)

Companies House

2013

1 April 2013

Regulated by the FCA from this date

FCA register

2005

16 May 2005

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

FCA register

2002

5 December 2002

Incorporated at Companies House

Companies House

In the full report: all 11 events

All 11 events in its history (5 shown here)
Every director appointment and resignation: 1

Firms like Roebridge Financial Management

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

In Clitheroe

Bedford Wealth LtdClitheroeAuthorised Castle Financial LLPClitheroeAuthorised Nick Hanson Associates LimitedClitheroeAuthorised Polygon Financial LtdClitheroeAuthorised ProPlan Financial Advice LimitedClitheroeAuthorised Virtu Financial Planning LtdClitheroeAuthorised

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 Roebridge 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
2 background checks on its contact details
7 years of accounts, charted
All 11 events in its history

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Frequently asked questions about this firm

Is Roebridge Financial Management Ltd FCA authorised?

Yes, Roebridge Financial Management Ltd (FRN 429757) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Roebridge Financial Management’s phone number?

The FCA register lists the phone number 01200 422150 for Roebridge Financial Management. If you were given different contact details, use these to check with the firm before going any further.

Is Roebridge Financial Management a scam or clone?

Roebridge 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 Roebridge 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 Roebridge Financial Management to the Financial Ombudsman Service, free of charge.

Who owns Roebridge Financial Management?

Companies House lists one person with significant control of Roebridge Financial Management: Mrs Susan Helen Simpson (75–100% of shares).

Who runs Roebridge Financial Management?

Companies House lists one director of Roebridge Financial Management: Susan Helen Simpson.

How long has Roebridge Financial Management been in business?

The company was formed on 5 December 2002, and has held its current FCA authorisation since May 2005.

What do Roebridge Financial Management’s latest accounts show?

Its latest accounts, to 31 March 2026, show total equity of £107k (+34% from £80.0k).