Rogate Capital Ltd

Reference number: 502263

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Authorisation being cancelled

This firm has asked the FCA to cancel its authorisation. It is still in force until the FCA processes the application, so existing business keeps its protection, but its regulated work is winding down.

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

    01275 462469

  • Address

    Bowmore Financial Planning, 5-6 Farleigh House, Old Weston Road, Flax Bourton, Bristol, North Somerset, BS48 1UR, United Kingdom

In the full report: 2 background checks

  • What kind of line 01275 462469 is, and the 2 other firms that give it
  • Who else gives the postcode BS48 1UR
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Other names (2)

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

  • Northbourne Asset Management (UK) Ltd Former name: A name it was registered under before.
  • Southbourne Asset Management Limited Former name: A name it was registered under before.

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 (3 permissions)
  • Advising on investments (except 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
12 May 2009 (17 years old)
Registered office
Suite 5 Farleigh House Farleigh Court Old Weston Road, Flax Bourton, Bristol, BS48 1UR, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Wayne Incledon Director Sep 1956 8 May 2026 1 other company
Mark Wayne Incledon Secretary Not published 8 May 2026 –

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
is FCA-registered
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
  • The one on the FCA register, including one no longer authorised
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 May 2025Micro-entity accountsNot audited

Net assets

£134k

+14% from £117k

Employees (average)

5

Same as 5

Owed within a year

£160k

−18% from £196k

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 06902698. 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

Rogate Capital’s history from the FCA register and Companies House, newest first.

2026

8 May 2026

  • Board replaced: its only director left and a new director took over
  • Bowmore Financial Planning Limited took control (75–100% of shares)
  • Caroline Powell stopped being a part-owner
  • Richard John Powell stopped being the majority owner

Companies House

2016

6 April 2016

  • Caroline Powell became a part-owner (25–50% of shares)
  • Richard John Powell became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

2 August 2010

  • Changed its registered name from "Southbourne Asset Management Limited"

FCA register

10 May 2010

  • Changed its registered name from "Northbourne Asset Management (UK) Ltd"

FCA register

18 January 2010

  • Applied to cancel its FCA authorisation

FCA register

2009

10 June 2009

  • Regulated by the Financial Services Authority from this date

FCA register

12 May 2009

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (12 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Rogate Capital

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

connected firms
2
share a director
1
share its phone number
2

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), the same phone number (2), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Rogate Capital

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

In Bristol

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 Rogate Capital

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 20 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Rogate Capital Ltd FCA authorised?
Rogate Capital Ltd (FRN 502263) is on the FCA register, but its authorisation is changing (authorisation being cancelled). Check the register before dealing with it.
What is Rogate Capital’s phone number?
The FCA register lists the phone number 01275 462469 for Rogate Capital. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is Rogate Capital a scam or clone?
Rogate Capital 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 Rogate Capital?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Rogate Capital to the Financial Ombudsman Service, free of charge.
Who owns Rogate Capital?
Rogate Capital is owned by Bowmore Financial Planning Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 8 May 2026. Before that, it was controlled by Mrs Caroline Powell and Mr Richard John Powell.
Who runs Rogate Capital?
Companies House lists one director of Rogate Capital: Mark Wayne Incledon.
How long has Rogate Capital been in business?
The company was formed on 12 May 2009.
What do Rogate Capital’s latest accounts show?
Its latest accounts, to 31 May 2025, show net assets of £134k (+14% from £117k).
Does Rogate Capital use any other names?
It has previously used 2 other names: Northbourne Asset Management (UK) Ltd and Southbourne Asset Management Limited.

Sources and links

The full report on Rogate Capital Ltd

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