AMR FINANCIAL MANAGEMENT LIMITED
Company number 02753393 · Monitor this company
Executive summary
AMR Financial Management is a cash-rich, mature boutique IFA that has successfully generated consistent shareholder returns, but it faces early signs of revenue stagnation and strategic complacency. To defend its market position and capitalize on its robust balance sheet, the firm must transition from a maintenance-oriented model to an active growth strategy, prioritizing targeted capital deployment, intergenerational client capture, and the implementation of rigorous performance analytics.
Shareholders' funds
£1,266,278
Balance sheet as at 2023-12-31
What it does
The principal activity of the company in the year under review was that of Independent Financial Advisers and Fund Managers. The directors regard these activities as a single class of business.
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 1992-10-06
- Employees
- 5 (2023 accounts · was 0 in 2022)
- Registered office
- 6 The Courtyard, London Road, Newbury, Berkshire, RG14 1AX
- Postcode
- RG14 1AX
- Capital
- 750 GBP
- Accounts category
- Small
- Charges
- 1 outstanding
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2025-10-06
- Next due by
- 2026-10-20
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 3 current · 11 resigned
Group structure
Controlled by BEGIN MANAGEMENT LIMITED — since 2016-04-06
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — Z7469919 (Tier 1), registered since 2003.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Previous company names
| Name | Date changed |
|---|---|
| AMR FINANCIAL SERVICES LIMITED | 1993-01-26 |
Previous registered addresses 4
| Address | Changed on |
|---|---|
| CLARENDON HOUSE, 44 LONDON ROAD, NEWBURY, BERKSHIRE, RG14 1LA | 2010-10-22 |
| 24/32 LONDON ROAD, NEWBURY, BERKS, RG14 1JX | 1999-01-20 |
| THE WAY HOUSE, RED SHUTS HILL, COLD ASH, NEWBURY, BERKSHIRE. RG16 9QH | 1993-07-05 |
| THE WAY HOUSE, RED SHUTS HILL, COLD ASH, NEWBURY, BERKSHIRE. RG16 9QH | 1993-07-05 |
Among its peers
Top 10%
by shareholders' funds, of 243 similar companies in RG
Among the biggest employers among its local peers (5 staff).
Among the oldest 25% of its local peers, trading since 1992.
No.13 of the largest financial intermediation not elsewhere classified companies in Reading →
Competitors Reading
This company ranks 13 among financial intermediation not elsewhere classified in Reading.
The class of 1992
49%
of the 21,839 companies incorporated in 1992 are still active today; 46% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 2 titles
- Freehold
- 1
- Leasehold
- 1
- Most recent registration
- 2001-12-17
- Where
- Hertfordshire (2)
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| HD134755 | Hertfordshire | Freehold | 2001-12-17 | — |
| HD403629 | Hertfordshire | Leasehold | 2001-12-17 | — |
For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).
Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.