Financial AdviserProfile

Stonebridge Financial Management Limited

Public-record profile
Oak House, Castletown, Farndon, Chester, CH3 6PF
Claim Profile

Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Stonebridge Financial Management Limited is listed as a FCA appointed representative in the CH3 6PF area. Registered at Companies House in 2008. FCA records list Pi Financial Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2008
Type
FCA appointed representative
Company No.
06583576
SIC
66290
Services
1

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Pi Financial Ltd, FRN 186419 (Full)

Companies House

STONEBRIDGE FINANCIAL MANAGEMENT LIMITED is active and was incorporated on 2 May 2008.

Nature of business: 66290 - Other activities auxiliary to insurance and pension funding

Registered office: Oakhouse Castletown, Near Farndon, Chester, Cheshire, CH3 6PF

Authorisations

FCAactive
Reference: 506586
Type: FCA appointed representative
Company no.: 06583576
Verified:
View public register

Company Snapshot

Industry
66290
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Micro Entity
Employees
2
Equity
£519
Fixed assets
£2,098
Current assets
£40,767
Net current assets/liabilities
£844
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

DAVIES, Andrew Paul
Appointed 31 March 2018
DOB: 3/1967

Persons with significant control

Mr Andrew Paul Davies
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 3/1967
Mrs Amelia Evelyn Davies
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 8/1967
Mr William Frank Minards
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent
DOB: 2/1950

Recent Filings

5 May 2026
CS01
confirmation statement with no updates
6 November 2025
AA
accounts with accounts type micro entity
6 June 2025
CS01
confirmation statement with no updates
19 November 2024
AA
accounts with accounts type micro entity
4 June 2024
CS01
confirmation statement with no updates
12 January 2024
AA
accounts with accounts type micro entity

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for Stonebridge Financial Management Limited yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Review verificationPending Verification

Email-only reviews require manual approval before publication.

Sign in with LinkedIn to Review

Location

Loading map...

You'll find Stonebridge Financial Management Limited at the location shown on the map in Chester.

Other Financial Advisers in or near Chester

Explore other listed profiles in your area

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.