Financial AdviserProfile

Caboodle Financial Services Ltd

Public-record profile
Mere Green House, 46-48 Mere Green Road, Sutton Coldfield, B75 5BT
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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.

Caboodle Financial Services Ltd is listed as a FCA appointed representative in the B75 5BT area. Registered at Companies House in 2012. FCA records list Advance Mortgage Funding Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2012
Type
FCA appointed representative
Company No.
08044670
SIC
66290
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Advance Mortgage Funding Ltd, FRN 305008 (Full)

Companies House

CABOODLE FINANCIAL SERVICES LTD is active and was incorporated on 25 April 2012.

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

Registered office: Mere Green House, 46 - 48 Mere Green Road, Sutton Coldfield, West Midlands, B75 5BT, England

Authorisations

FCAactive
Reference: 580356
Type: FCA appointed representative
Company no.: 08044670
Verified:
View public register

Company Snapshot

Industry
66290
Data Freshness
Outdated (< 1 year)
Accounts last made up to
31 August 2025
Accounts next due
31 May 2027
Accounts type
Total Exemption Full
Employees
3
Equity
£1,000
Cash
£42,300
Current assets
£47,892
Net current assets/liabilities
£3,645
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BESWICK, Martyn James
Appointed 14 June 2012
DOB: 7/1971
GREEN, Andrew John
Appointed 14 June 2012
DOB: 4/1971
WHITEHOUSE, David
Appointed 2 December 2013
DOB: 11/1966

Persons with significant control

Andrew John Green
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 4/1971
Martyn James Beswick
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 7/1971

Recent Filings

29 April 2026
CS01
confirmation statement with updates
19 November 2025
AA
accounts with accounts type total exemption full
29 April 2025
CS01
confirmation statement with updates
31 October 2024
AA
accounts with accounts type total exemption full
25 April 2024
CS01
confirmation statement with updates
17 November 2023
AA
accounts with accounts type total exemption full

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Location

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You'll find Caboodle Financial Services Ltd at the location shown on the map in Sutton Coldfield.

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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.