Simply Accounts & Tax Limited

Reference number: 834582

Instant download

Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

Continuum (Financial Services) LLP Reference number: 802331 Authorised 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.
  • Simply Accounts & Tax Limited (FRN 834582) introduces customers to Continuum (Financial Services) LLP (FRN 802331). Any regulated advice or arranging is done by the principal, not Simply Accounts & Tax.
  • Example: if Simply Accounts & Tax refers you to a financial adviser, the advice should come from the principal firm, not from Simply Accounts & Tax 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.

  • No website on the FCA register

  • Phone number

    01473 851605

  • Address

    Epsilon House, 1-5 Epsilon Terrace, West Road, Ipswich, Suffolk, IP3 9FJ, United Kingdom

In the full report: 2 background checks

  • What kind of line 01473 851605 is
  • Who else gives the postcode IP3 9FJ
Instant PDF download

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Continuum (Financial Services) LLP, 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, free
    You 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
07485632
Company status
Active
Company type
Private limited company
Incorporated
7 January 2011 (15 years old)
Registered office
Basepoint, 70-72 The Havens, Ipswich, Suffolk, IP3 9BF, England
Nature of business
  • Accounting and auditing activities (SIC 69201)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon Sturman Director Sep 1968 22 Feb 2011 8 other companies
Caroline Jayne Sturman Director Oct 1977 3 May 2022 1 other company
Caroline Sturman Secretary Not published 1 Apr 2014 –

Other companies run by these 2 directors

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
9
closed down
7
still active
2

In the full report: all 9 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 4 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£75.8k

+3.1% from £73.5k

Employees (average)

4

−20% from 5

Owed within a year

£63.2k

−51% from £130k

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
Instant PDF download
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 07485632. 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

Simply Accounts & Tax’s history from the FCA register and Companies House, newest first.

Key events (4) All events (8)

2023

1 August 2023

  • Caroline Jayne Sturman became a part-owner (25–50% of shares)

Companies House

2019

26 February 2019

  • Became an introducer appointed representative

FCA register

2016

6 April 2016

  • Simon Sturman took control (25–50% of shares)

Companies House

2011

7 January 2011

  • Incorporated at Companies House

Companies House

In the full report: all 8 events

  • All 8 events in its history (4 shown here)
  • Every director appointment and resignation: 4
Instant PDF download

Firms like Simply Accounts & Tax

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

In Ipswich

Alpha-Omega Financial Services LtdIpswichAppointed representativeAndrews Wealth LtdIpswichAppointed representativeAnnette StrangeIpswichAppointed representativeBig Skies Wealth Management LimitedIpswichAppointed representativeBroadgate Financial Consulting LimitedIpswichAppointed representativeCase Wealth Management LimitedIpswichAppointed representative

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 Simply Accounts & Tax

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

  • 9 other companies its directors have run, named
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 8 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Simply Accounts & Tax Limited FCA authorised?
Simply Accounts & Tax Limited (FRN 834582) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Simply Accounts & Tax?
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. Simply Accounts & Tax Limited (FRN 834582) introduces customers to Continuum (Financial Services) LLP (FRN 802331). Any regulated advice or arranging is done by the principal, not Simply Accounts & Tax. Example: if Simply Accounts & Tax refers you to a financial adviser, the advice should come from the principal firm, not from Simply Accounts & Tax 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.
What is Simply Accounts & Tax’s phone number?
The FCA register lists the phone number 01473 851605 for Simply Accounts & Tax. If you were given different contact details, use these to check with the firm before going any further.
Is Simply Accounts & Tax a scam or clone?
Simply Accounts & Tax 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 Simply Accounts & Tax?
Protection works through Continuum (Financial Services) LLP, the principal firm responsible for Simply Accounts & Tax's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Simply Accounts & Tax?
Companies House lists 2 people with significant control of Simply Accounts & Tax: Mr Simon Sturman (25–50% of shares) and Mrs Caroline Jayne Sturman (25–50% of shares).
Who runs Simply Accounts & Tax?
Companies House lists 2 directors of Simply Accounts & Tax: Simon Sturman and Caroline Jayne Sturman.
How long has Simply Accounts & Tax been in business?
The company was formed on 7 January 2011.
What do Simply Accounts & Tax’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £75.8k (+3.1% from £73.5k).

Sources and links

The full report on Simply Accounts & Tax Limited

£19.99 · Instant PDF download

Loading secure checkout…