Verified AccountantsUK firms, verified against the public record
Bevan Financial Management Ltd website icon

Bevan Financial Management Ltd

Chartered Management Accountants in Wells BA5

Verified & RegulatedTrust Score100/100Excellent

Companies House: 0650304424 Mount Pleasant Avenue, Wells, BA5 2JQData updated 07 Jul 2026

In the local market

Bevan Financial Management Ltd is one of 15 accountancy practices we verify in Wells. It is the only CIMA-regulated firm among them, rather than under the default HMRC scheme.

Verified Accountants assessment

Bevan Financial Management Ltd is a UK limited company based in Wells, incorporated in 2008 and trading for 18 years.

Public records confirm it is anti-money-laundering supervised by CIMA, a member firm of CIMA, up to date with its accounts (last filed 31 Mar 2026), and running a confirmed website. Its most recent filed accounts, for the year to 31 Mar 2026, report net assets of £4,473, up from £3,713 the year before. Its website shows it handles Small business.

How we verify →

Verification record and Trust Score

100/100

Trust Score

Excellent
Public record
AML supervised · CIMA
Active company
Filing compliant
Trading 18 years
Professional qualification
  • CIMA
  • ICAEW
  • ACCA
  • AAT
Contact
Website
Phone
Email

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. 06503044 (opens in new tab)incorporated 2008Companies House · checked 07 Jul
Registered activity
  • SIC 69201 - Accounting and auditing
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked 07 Jul
Filing complianceAccounts and confirmation statement filed on timelast accounts 31 Mar 2026 (opens in new tab)Companies House · checked 07 Jul
Professional bodyMember firm of CIMAChartered Institute of Management Accountants (CIMA) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.firm website · checked 29 Jul
Anti-money-launderingSupervised by CIMACIMA is one of the professional bodies approved to supervise accountants for anti-money-laundering. Every UK accountant must be supervised, by HMRC or an approved professional body, so this confirms the firm is monitored and operating legitimately.firm website · checked 29 Jul
Sources: Companies House (opens in new tab), firm website (opens in new tab)
Own this firm? Claim or enhance your listing. Get in touch to claim or update this listing

Good fit for

  • Handles Small business

Specialisms and services

Services
AccountantSmall business

Message this firm

Send an enquiry and we will pass it to Bevan Financial Management Ltd. No account needed - just your contact details and what you need help with.

We share your message with this firm to answer your enquiry.

People at Bevan Financial Management Ltd

Persons with significant control (1)

  • Ms Fiona Kate BevanOwns 75-100% of shares

Source: Companies House register (opens in new tab).

Financials (as filed)

Companies House filing history (opens in new tab) | 2015 to 2026
Net assets
£4.5k
as at 31 Mar 2026+£760 vs 2025
Current assets
£6.0k
as at 31 Mar 2026+£2.3k vs 2025
Average employees
1
as at 31 Mar 2026
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
202620252024202320222021202020192018201720162015
CashDebtorsOtherNet assets
Full figures
As filed31 Mar 202631 Mar 202531 Mar 202431 Mar 202331 Mar 202231 Mar 202131 Mar 202031 Mar 201931 Mar 201831 Mar 201731 Mar 201631 Mar 2015
Average employees111122222
Net assets£4,473£3,713£7,911£2,659£461£4,457£348-£84£3,794£2,734£5,789£401
Cash at bank£12,196£4,707
Current assets£5,954£3,625£14,562£7,972£4,323£7,549£2,420£3,620£6,555£10,778£16,329£5,757
Fixed assets£2,101£2,714£4,551£2,915£1,739£2,525£543£908£1,600£202£2,159
Debtors£4,133£1,050
Shareholders equity£4,473£3,713£7,911£2,659£461£4,457£348-£84£3,794£2,734£5,789£401

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2008Company incorporated
  2. 2026Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

Is Bevan Financial Management Ltd a regulated accountant?

Yes. Bevan Financial Management Ltd is a member firm of CIMA, and is supervised for anti-money-laundering by CIMA. Every UK accountant must be supervised for anti-money-laundering, by HMRC or an approved professional body, so this confirms the firm is authorised to practise and monitored for compliance.

Is Bevan Financial Management Ltd a chartered accountant?

Yes. Bevan Financial Management Ltd is a member firm of CIMA, so it can use the title Chartered Management Accountants. "Chartered" and "Chartered Certified" are legally protected UK terms that only members of these bodies may use.

What services does Bevan Financial Management Ltd offer?

Based on its own website, Bevan Financial Management Ltd offers Small business. Confirm current services and availability with the firm before engaging. Message this firm →

How long has Bevan Financial Management Ltd been established?

Bevan Financial Management Ltd was incorporated at Companies House in 2008, so it has been on the register for about 18 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

Does Bevan Financial Management Ltd file its accounts on time?

Yes. According to Companies House, Bevan Financial Management Ltd's most recent statutory accounts were filed by their due date. On-time filing is a basic sign that a company is being administered properly.

How do you verify Bevan Financial Management Ltd?

We build this record only from public, authoritative sources - for this firm, Companies House and firm website, and stamp every claim with its source and the date we last checked it. We show only what we can verify and say so plainly when we cannot. How we verify →

How is the Trust Score calculated?

The Trust Score is fully deterministic: fixed points for public, verified signals - an active company, anti-money-laundering supervision, filing compliance, a confirmed website and trading history. Bevan Financial Management Ltd scores 100/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

Explore nearby

Weighing up your options?

Compare every verified accountant in Wells

Prefer a Xero specialist?

Need payroll sorted too?

Compare payroll accountants in Somerset

Compare payroll accountants across the South West

Choosing an accountant