CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED

Reference number: 497107

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

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.

Company details

From the company's Companies House record.

Company number
06823280
Company status
Active
Company type
Private limited company
Incorporated
18 February 2009 (17 years old)
Registered office
Wylcym Place, Knighton, Powys, LD7 1AE
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Life insurance (SIC 65110)
  • Non-life insurance (SIC 65120)
  • Pension funding (SIC 65300)

Current directors and secretaries

Name Role Born Appointed
Rhian Watson Director Nov 1974 18 Feb 2009
Hugh Alistair Campbell Director Jul 1970 18 Feb 2009
Gari Wyn Davies Director Jul 1989 30 Jul 2024
Rhian Watson Secretary Not published 18 Feb 2009

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.

    Check your FSCS cover →

  • 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.
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  • 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
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED FCA authorised?
Yes, CALEB ROBERTS FINANCIAL MANAGEMENT LIMITED (FRN 497107) is authorised by the FCA to carry out regulated activities.
Is my money safe with CALEB ROBERTS FINANCIAL MANAGEMENT?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about CALEB ROBERTS FINANCIAL MANAGEMENT to the Financial Ombudsman Service, free of charge.
Is CALEB ROBERTS FINANCIAL MANAGEMENT a scam or clone?
CALEB ROBERTS FINANCIAL MANAGEMENT is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is CALEB ROBERTS FINANCIAL MANAGEMENT's Firm Reference Number (FRN)?
CALEB ROBERTS FINANCIAL MANAGEMENT's FRN is 497107. You can verify it on the FCA register.