Saxon Financial Advice Limited

Reference number: 210326

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Authorised by the FCA

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

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

  • When saxonfinancialadvice.co.uk first appeared online, and whether it can receive email
  • What kind of line 01434 606853 is
  • Who else gives the postcode DH8 7PW
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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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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 number
04263642
Company status
Active
Company type
Private limited company
Incorporated
2 August 2001 (25 years old)
Registered office
West Wing, Prospect Business Park, Leadgate, Consett, Durham, DH8 7PW, United Kingdom
Nature of business
  • Administration of financial markets (SIC 66110)

Directors and company secretaries

Name Role Born Appointed Other companies
Claire Louise Foster Director Jan 1971 15 Feb 2002 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
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 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2025Small company accountsNot audited

Net assets

£35.5k

−5.6% from £37.6k

Cash at bank

−£7,126

Down £7,129 from £3

Employees (average)

3

Same as 3

Owed within a year

£22.7k

−58% from £54.1k

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
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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 04263642. 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

Saxon Financial Advice’s history from the FCA register and Companies House, newest first.

Key events (7) All events (15)

2019

29 April 2019

  • Claire Louise Foster no longer has significant control
  • Cpf Advice Limited took control (75–100% of shares)

Companies House

2016

2 August 2016

  • Claire Louise Foster gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2002

13 June 2002

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

FCA register

2001

2 August 2001

  • Incorporated at Companies House

Companies House

In the full report: all 15 events

  • All 15 events in its history (7 shown here)
  • Every director appointment and resignation: 5
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Firms like Saxon Financial Advice

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

In Consett

Independent Financial Advice Bureau LimitedConsettAuthorisedJulie MitchellConsettAppointed representative

In the Durham (DH) postcode area

"Richardson & Associates" Independent Financial and Mortgage Services LimitedChester le StreetAuthorisedBloomfield Financial LimitedHoughton Le SpringAuthorisedCenturion Financial Planning LimitedHoughton le SpringAuthorisedHeadway Wealth ltdDurhamAuthorised

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 Saxon Financial Advice

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
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 15 events in its history

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Frequently asked questions about this firm

Is Saxon Financial Advice Limited FCA authorised?
Yes, Saxon Financial Advice Limited (FRN 210326) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2002 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Saxon Financial Advice’s phone number and website?
The FCA register lists the phone number 01434 606853 and the website saxonfinancialadvice.co.uk for Saxon Financial Advice. If you were given different contact details, use these to check with the firm before going any further.
Is Saxon Financial Advice a scam or clone?
Saxon Financial Advice 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 Saxon Financial Advice?
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 Saxon Financial Advice to the Financial Ombudsman Service, free of charge.
Who owns Saxon Financial Advice?
Saxon Financial Advice is owned by Cpf Advice Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 29 April 2019. Before that, it was controlled by Mrs Claire Louise Foster.
Who runs Saxon Financial Advice?
Companies House lists one director of Saxon Financial Advice: Claire Louise Foster.
How long has Saxon Financial Advice been in business?
The company was formed on 2 August 2001, and has held its current FCA authorisation since June 2002.
What do Saxon Financial Advice’s latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £35.5k (−5.6% from £37.6k) and cash at bank of −£7,126 (down £7,129 from £3).

Sources and links

The full report on Saxon Financial Advice Limited

£19.99 · Instant PDF download

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