Shropshire Independent Financial Services Limited

Reference number: 607476

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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.

  • No website on the FCA register

  • Phone number

    01691 652315

  • Address

    Greenfields, St. Martins Road, Gobowen, Oswestry, Shropshire, SY11 3NW, United Kingdom

In the full report: 2 background checks

  • What kind of line 01691 652315 is
  • Who else gives the postcode SY11 3NW
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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.
  • 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
04644806
Company status
Active
Company type
Private limited company
Incorporated
22 January 2003 (23 years old)
Registered office
Greenfields St. Martins Road, Gobowen, Oswestry, Shropshire, SY11 3NW, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Caryn Elizabeth Monether Director Oct 1964 6 Aug 2018 2 other companies

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 companies
2
still active
2

In the full report: all 2 companies, 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
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Filed accounts and finances

Year to 31 August 2025Full accountsNot audited

Net assets

£28.0k

−20% from £34.9k

Cash at bank

£28.8k

−25% from £38.6k

Owed within a year

£44.7k

−21% from £56.7k

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.

Accounts filed at Companies House for company 04644806. 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

This firm’s history from the FCA register and Companies House, newest first.

Key events (9) All events (14)

2019

8 January 2019

  • Changed its registered name from "Shropshire Independent Financial Services Limited"

FCA register

2018

1 September 2018

  • Caryn Elizabeth Monether took control (75–100% of shares)
  • Frank Lawton Heaversedge stopped being a part-owner
  • Rosemary Coxon Heaversedge stopped being a part-owner

Companies House

2016

6 April 2016

  • Frank Lawton Heaversedge became a part-owner (25–50% of shares)
  • Rosemary Coxon Heaversedge became a part-owner (25–50% of shares)

Companies House

2014

2 January 2014

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2003

22 January 2003

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (9 shown here)
  • Every director appointment and resignation: 3
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Similar firms

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

In Oswestry

Anculo LtdOswestryAuthorisedAndrew Grindley Financial Services LimitedOswestryAuthorisedBeaumont Financial Planners LimitedOswestryAuthorisedComprehensive Financial Planning LimitedOswestryAuthorisedJNH Wealth Management LimitedOswestryAuthorisedJohn Davies Investment and Mortgage Services LLPOswestryAuthorised

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 this firm

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is Shropshire Independent Financial Services Limited FCA authorised?
Yes, Shropshire Independent Financial Services Limited (FRN 607476) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Shropshire Independent Financial Services’ phone number?
The FCA register lists the phone number 01691 652315 for Shropshire Independent Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Shropshire Independent Financial Services a scam or clone?
Shropshire Independent Financial Services 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 Shropshire Independent Financial Services?
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 Shropshire Independent Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Shropshire Independent Financial Services?
Companies House lists one person with significant control of Shropshire Independent Financial Services: Mrs Caryn Elizabeth Monether (75–100% of shares). Before that, it was controlled by Mrs Rosemary Coxon Heaversedge and Mr Frank Lawton Heaversedge.
Who runs Shropshire Independent Financial Services?
Companies House lists one director of Shropshire Independent Financial Services: Caryn Elizabeth Monether.
How long has Shropshire Independent Financial Services been in business?
The company was formed on 22 January 2003, and has held its current FCA authorisation since January 2014.
What do Shropshire Independent Financial Services’ latest accounts show?
Its latest accounts, to 31 August 2025, show net assets of £28.0k (−20% from £34.9k) and cash at bank of £28.8k (−25% from £38.6k).

Sources and links

The full report on Shropshire Independent Financial Services Limited

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