Introducer appointed representative
This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.
- Appointed for 8 years
- Protected through the principal
- No FCA actions
- Active company since 2015
- Accounts filed up to 31 March 2025
Responsible principal firm
Open Prepaid Funerals Limited Reference number: 962403 View firm →What does this mean?
- An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
- ROGER CASTLE & DAUGHTER LIMITED (FRN 815390) introduces customers to Open Prepaid Funerals Limited (FRN 962403). Any regulated advice or arranging is done by the principal, not ROGER CASTLE & DAUGHTER.
- Example: if ROGER CASTLE & DAUGHTER refers you to a financial adviser, the advice should come from the principal firm, not from ROGER CASTLE & DAUGHTER itself.
- 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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No website on the FCA register
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Phone number
-
Address
86 Commercial Street, Ystalyfera, Swansea, Castell-nedd Port Talbot, SA9 2HU, United Kingdom
In the full report: 2 background checks
- What kind of line 01639 843231 is
- Who else gives the postcode SA9 2HU
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Open Prepaid Funerals Limited, 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 number
- 09485402 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 12 March 2015 (11 years old)
- Registered office
- 86 Commerical Street, Ystalyfera, Swansea, SA9 2HU, Wales
- Nature of business
-
- Funeral and related activities (SIC 96030)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Julie Castle-Barron | Director | Jul 1968 | 12 Mar 2015 | 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
- 0
- went insolvent
- 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
- The one that went into liquidation or administration
Filed accounts and finances
Net assets
£327k
+2.6% from £318k
Cash at bank
£89.0k
−25% from £118k
Employees (average)
4
Same as 4
Owed within a year
£84.5k
−30% from £120k
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
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 09485402. 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
Roger Castle & Daughter’s history from the FCA register and Companies House, newest first.
2018
2 August 2018
- Became an introducer appointed representative
FCA register
2016
6 April 2016
- Julie Castle Barron took control (75–100% of shares)
Companies House
2015
12 March 2015
- Incorporated at Companies House
- Julie Castle-barron appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like Roger Castle & Daughter
Other firms of the same type (funeral director), nearest first.
In Swansea
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 Roger Castle & Daughter
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
- 6 years of accounts, charted
- All 4 events in its history
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Frequently asked questions about this firm
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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