Tozer LLP

Reference number: 466675

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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 tozer-insurance.co.uk first appeared online, and whether it can receive email
  • What kind of line 01274 861101 is
  • Who else gives the postcode BD19 3JP
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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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (13 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • 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
OC312676
Company status
Active
Company type
Limited liability partnership
Incorporated
9 April 2005 (21 years old)
Registered office
Matches the FCA register address ✓

Directors and company secretaries

Name Role Born Appointed Other companies
Michael David Tozer LLP designated member Jul 1949 9 Apr 2005 1 other company
Nicola Jane Tozer LLP designated member Apr 1972 9 Apr 2005 1 other company
Susan Tozer LLP designated member Mar 1950 1 Nov 2016 None
Simon Nicholas Rodgers LLP designated member Jan 1975 1 May 2025 None

Other companies run by these 4 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 company
1
closed down
1
run together
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 4 directors run together
  • All 6 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2024Micro-entity accountsNot audited

Employees (average)

6

+20% from 5

The accounts for the year to 31 March 2024 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £525k, for the year to 31 March 2020.

In the full report: all 5 years of accounts

  • Every year from 2020 to 2024
  • 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 OC312676. 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

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

Key events (8) All events (17)

2020

31 March 2020

  • Jason Michael Tozer no longer has significant control

Companies House

2016

6 April 2016

  • Jason Michael Tozer gained significant control
  • Michael David Tozer became a part-owner (25–50% of shares)
  • Nicola Jane Tozer became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

1 May 2007

  • Became authorised by the FCA

FCA register

13 April 2007

  • Regulated by the Financial Services Authority from this date

FCA register

2005

9 April 2005

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (8 shown here)
  • Every director appointment and resignation: 6
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Firms like Tozer

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

In Cleckheaton

Trusted Financial Planning LimitedCleckheatonAuthorisedDavid HallCleckheatonAppointed representativeRDS Financial Planning LtdCleckheatonAppointed 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 Tozer

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
  • 5 years of accounts, charted
  • All 17 events in its history

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Frequently asked questions about this firm

Is Tozer LLP FCA authorised?
Yes, Tozer LLP (FRN 466675) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2007 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Tozer’s phone number and website?
The FCA register lists the phone number 01274 861101 and the website tozer-insurance.co.uk for Tozer. If you were given different contact details, use these to check with the firm before going any further.
Is Tozer a scam or clone?
Tozer 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 Tozer?
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 Tozer to the Financial Ombudsman Service, free of charge.
Who owns Tozer?
Companies House lists 2 people with significant control of Tozer: Ms Nicola Jane Tozer (50–75% of votes) and Mr Michael David Tozer (25–50% of votes). Before that, it was controlled by Mr Jason Michael Tozer.
Who runs Tozer?
Companies House lists 4 directors of Tozer: Michael David Tozer, Nicola Jane Tozer, Susan Tozer and Simon Nicholas Rodgers.
How long has Tozer been in business?
The company was formed on 9 April 2005, and has held its current FCA authorisation since May 2007.
What do Tozer’s latest accounts show?

Sources and links

The full report on Tozer LLP

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