Taylor Financial Management Limited

Reference number: 956734

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

ValidPath Limited Reference number: 197107 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Taylor Financial Management Limited (FRN 956734) is an AR of ValidPath Limited (FRN 197107). When you use Taylor Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Taylor Financial Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • 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.

In the full report: 3 background checks

  • When taylorfinancialmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01245 520001 is
  • Who else gives the postcode CM1 4XY
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath 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, 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
13450212
Company status
Active
Company type
Private limited company
Incorporated
10 June 2021 (5 years old)
Registered office
61 Tapley Road, Chelmsford, CM1 4XY, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
James Edward Taylor Director Apr 1983 10 Jun 2021 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 30 June 2025Micro-entity accountsNot audited

Turnover

£104k

Not compared: the previous accounts cover a different length of time

Net assets

£6,176

+514% from £1,006

Employees (average)

1

Same as 1

Owed within a year

£0

−100% from £13.1k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 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 13450212. 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

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

2021

12 August 2021

  • Became an appointed representative

FCA register

10 June 2021

  • Incorporated at Companies House
  • James Edward Taylor took control (75–100% of shares)
  • James Edward Taylor appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Taylor Financial Management

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

In Chelmsford

Azets Financial Planning LimitedChelmsfordAppointed representativeBlue Badger Financial LimitedChelmsfordAppointed representativeCanonium Financial LimitedChelmsfordAppointed representativeDelta Wealth Management (Chelmsford) LimitedChelmsfordAppointed representativeFrank Medcalf Business Consultant LtdChelmsfordAppointed representativeGuidestone Wealth Management LimitedChelmsfordAppointed 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 Taylor Financial Management

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
  • 4 years of accounts, charted
  • All 4 events in its history

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Frequently asked questions about this firm

Is Taylor Financial Management Limited FCA authorised?
Taylor Financial Management Limited (FRN 956734) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Taylor Financial Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Taylor Financial Management Limited (FRN 956734) is an AR of ValidPath Limited (FRN 197107). When you use Taylor Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Taylor Financial Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. 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 Taylor Financial Management’s phone number and website?
The FCA register lists the phone number 01245 520001 and the website taylorfinancialmanagement.co.uk for Taylor Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Taylor Financial Management a scam or clone?
Taylor Financial Management 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 Taylor Financial Management?
Protection works through ValidPath Limited, the principal firm responsible for Taylor Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Taylor Financial Management?
Companies House lists one person with significant control of Taylor Financial Management: Mr James Edward Taylor (75–100% of shares).
Who runs Taylor Financial Management?
Companies House lists one director of Taylor Financial Management: James Edward Taylor.
How long has Taylor Financial Management been in business?
The company was formed on 10 June 2021.
What do Taylor Financial Management’s latest accounts show?
Its latest accounts, to 30 June 2025, show turnover of £104k (not compared: the previous accounts cover a different length of time) and net assets of £6,176 (+514% from £1,006).

Sources and links

The full report on Taylor Financial Management Limited

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