Financial AdviserProfile

Phillip Cope Financial Services Limited

Public-record profile
31 Dan Y Parc View, Incline Top, Merthyr Tydfil, CF47 0GF
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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.

Phillip Cope Financial Services Limited is listed as a FCA appointed representative in the CF47 0GF area. Registered at Companies House in 2007. FCA records list Beneficial Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2007
Type
FCA appointed representative
Company No.
06257225
SIC
66220
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Beneficial Ltd, FRN 736655 (Full)

Companies House

PHILLIP COPE FINANCIAL SERVICES LIMITED is active and was incorporated on 23 May 2007.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: 31 Dan Y Parc View, Incline Top, Merthyr Tydfil, Mid Glamorgan, CF47 0GF

Authorisations

FCAactive
Reference: 912605
Type: FCA appointed representative
Company no.: 06257225
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Outdated (< 1 year)
Accounts last made up to
31 May 2025
Accounts next due
28 February 2027
Accounts type
Micro Entity
Employees
2
Equity
£485
Fixed assets
£10,322
Current assets
£989
Net current assets/liabilities
£9,837
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

COPE, Phillip Kelvin
Appointed 23 May 2007
DOB: 2/1968

Persons with significant control

Mr Phillip Kelvin Cope
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 2/1968

Recent Filings

22 February 2026
AA
accounts with accounts type micro entity
3 August 2025
CS01
confirmation statement with no updates
21 January 2025
AA
accounts with accounts type micro entity
12 August 2024
CS01
confirmation statement with no updates
21 February 2024
AA
accounts with accounts type micro entity
10 August 2023
CS01
confirmation statement with no updates

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Location

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You'll find Phillip Cope Financial Services Limited at the location shown on the map in Merthyr Tydfil.

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