Verified AccountantsUK firms, verified against the public record
Brook Financial Management Limited website icon

Brook Financial Management Limited

Chartered Accountants in Ilminster TA19

Verified & RegulatedTrust Score100/100Excellent

Companies House: 05856521Meads Barn Ashwell Business Park, Ilminster, TA19 9DXData updated 07 Jul 2026

In the local market

Brook Financial Management Limited is one of 12 accountancy practices we verify in Ilminster. Incorporated in 2006, it is among the longest-established of them. It is one of only 2 ICAEW-regulated firms among them, rather than under the default HMRC scheme.

Verified Accountants assessment

Brook Financial Management Limited is a UK limited company based in Ilminster, incorporated in 2006 and trading for 20 years.

Public records confirm it is anti-money-laundering supervised by ICAEW, a member firm of ICAEW, up to date with its accounts (last filed 30 Oct 2025), and running a confirmed website. Its most recent filed accounts, for the year to 30 Jun 2022, report net assets of £236,430, up from £203,975 the year before. Its website shows it handles VAT, Payroll, Bookkeeping, and Management Accounts and works with Xero.

How we verify →

Verification record and Trust Score

100/100

Trust Score

Excellent
Public record
AML supervised · ICAEW
Active company
Filing compliant
Trading 20 years
Professional qualification
  • 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. 05856521 (opens in new tab)incorporated 2006Companies House · checked 07 Jul
Registered activity
  • SIC 69202 - Bookkeeping
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 30 Oct 2025 (opens in new tab)Companies House · checked 07 Jul
Professional bodyMember firm of ICAEWInstitute of Chartered Accountants in England and Wales (ICAEW) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.ICAEW · checked 20 Jul
Anti-money-launderingSupervised by ICAEWICAEW 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.ICAEW · checked 20 Jul
Sources: Companies House (opens in new tab), ICAEW
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Good fit for

  • Works in Xero
  • Handles VAT, Payroll, Bookkeeping and Management Accounts

Specialisms and services

Certified
Xero Platinum Partner - since 2012
Services
AccountantVATPayrollBookkeepingManagement Accounts

Message this firm

Send an enquiry and we will pass it to Brook Financial Management Limited. 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 Brook Financial Management Limited

Directors and officers (3)

  • SMITH, Kevin JamesDirector · since 2022
  • SMITH, Alison JaneDirector · since 2022
  • NEATH, Mark JohnDirector · since 2024

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

Related companies

Companies sharing an active director with Brook Financial Management Limited on the Companies House register.

Shared directorships from the Companies House register. A shared director can mean a family or group structure; it does not by itself indicate anything adverse.

Financials (as filed)

Companies House filing history (opens in new tab) | 2017 to 2022
Net assets
£236k
as at 30 Jun 2022+£32k vs 2021
Current assets
£372k
as at 30 Jun 2022-£822 vs 2021
Cash at bank
£202k
as at 30 Jun 2022-£8.9k vs 2021
Average employees
22
as at 30 Jun 2022+1 vs 2021
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
202220212020201920182017
CashDebtorsOtherNet assets
Full figures
As filed30 Jun 202230 Jun 202130 Jun 202030 Jun 201930 Jun 201830 Jun 2017
Average employees222121212119
Net assets£236,430£203,975£154,560£135,965£123,857£100,377
Cash at bank£202,126£211,013£246,547£59,531£41,620£39,685
Current assets£371,763£372,585£364,335£203,761£173,684£147,352
Fixed assets£18,520£29,269£25,209£36,504£52,097£53,676
Debtors£169,112£153,547£109,763£138,205£124,114£101,642
Creditors£192,473£230,384£97,596
Shareholders equity£236,430£203,975£135,965£123,857£100,377

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. 2006Company incorporated
  2. 2025Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

Is Brook Financial Management Limited a regulated accountant?

Yes. Brook Financial Management Limited is a member firm of ICAEW, and is supervised for anti-money-laundering by ICAEW. 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 Brook Financial Management Limited a chartered accountant?

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

What services does Brook Financial Management Limited offer?

Based on its own website, Brook Financial Management Limited offers VAT, Payroll, Bookkeeping, and Management Accounts. Confirm current services and availability with the firm before engaging. Message this firm →

What accounting software does Brook Financial Management Limited use?

Brook Financial Management Limited is Xero (Platinum partner), so it works with Xero. Certified partners are trained on the software and listed in the vendor's own advisor directory.

How long has Brook Financial Management Limited been established?

Brook Financial Management Limited was incorporated at Companies House in 2006, so it has been on the register for about 20 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

Does Brook Financial Management Limited file its accounts on time?

Yes. According to Companies House, Brook Financial Management Limited'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 Brook Financial Management Limited?

We build this record only from public, authoritative sources - for this firm, Companies House and ICAEW, 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. Brook Financial Management Limited scores 100/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

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