Slater Financial Ltd

Reference number: 528286

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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 slaterfinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 01298 212444 is
  • Who else gives the postcode SK17 6EA
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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 (6 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
  • Dealing in investments as agent
  • 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
23 December 2009 (16 years old)
Registered office
9-10 St. Annes Square, Buxton, Derbyshire, SK17 6EA, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Philip Andrew Slater Director Feb 1970 23 Dec 2009 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£220k

+103% from £108k

Cash at bank

£293k

+58% from £186k

Employees (average)

15

+15% from 13

Owed within a year

£271k

+19% from £227k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 07111538. 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

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

2021

26 April 2021

  • Deborah Slater became a part-owner (25–50% of shares)

Companies House

2016

23 December 2016

  • Philip Andrew Slater became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

14 January 2011

  • Became authorised by the FCA

FCA register

2010

4 November 2010

  • Regulated by the Financial Services Authority from this date

FCA register

2009

23 December 2009

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms like Slater Financial

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

In Buxton

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 Slater Financial

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 12 events in its history

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Frequently asked questions about this firm

Is Slater Financial Ltd FCA authorised?
Yes, Slater Financial Ltd (FRN 528286) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Slater Financial’s phone number and website?
The FCA register lists the phone number 01298 212444 and the website slaterfinancial.co.uk for Slater Financial. If you were given different contact details, use these to check with the firm before going any further.
Is Slater Financial a scam or clone?
Slater Financial 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 Slater Financial?
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 Slater Financial to the Financial Ombudsman Service, free of charge.
Who owns Slater Financial?
Companies House lists 2 people with significant control of Slater Financial: Mr Philip Andrew Slater (50–75% of shares) and Mrs Deborah Slater (25–50% of shares).
Who runs Slater Financial?
Companies House lists one director of Slater Financial: Philip Andrew Slater.
How long has Slater Financial been in business?
The company was formed on 23 December 2009, and has held its current FCA authorisation since January 2011.
What do Slater Financial’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £220k (+103% from £108k) and cash at bank of £293k (+58% from £186k).

Sources and links

The full report on Slater Financial Ltd

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