57 North Financial Planning Ltd
Reference number: 1007217
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
-
Phone number
-
Address
57 North Financial Planning Limited, The Green House, Beechwood Business Park, Inverness, Highland, IV2 3BL, United Kingdom
In the full report: 3 background checks
- When 57northfp.com first appeared online, and whether it can receive email
- What kind of line 01463 211311 is
- Who else gives the postcode IV2 3BL
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Making arrangements with a view to transactions in investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 14383254 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 28 September 2022 (4 years old)
- Registered office
- 1st Floor, 11 Freeport Office Village, Century Drive, Braintree, Essex, CM77 8YG, United Kingdom
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Daniel George Murdoch | Director | Feb 1991 | 7 Feb 2023 | None |
| Jill Catherine Bernardi | Director | Aug 1996 | 3 Jul 2023 | None |
| Jake William Francis Bernardi | Director | Dec 1996 | 15 Nov 2023 | None |
In the full report: every company its directors have run
- Confirmation that these 3 directors run no other company
- All 4 people who have been directors, with their dates
Filed accounts and finances
Net assets
£114k
−59% from £275k
Cash at bank
£218k
No earlier figure to compare
Employees (average)
13
+18% from 11
Owed within a year
£187k
+102% from £92.7k
Assets and liabilities
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 14383254. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
57 North Financial Planning’s history from the FCA register and Companies House, newest first.
2024
28 June 2024
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2023
26 July 2023
- Jill Catherine Bernardi became the majority owner (50–75% of shares)
- Philip Leonard Billingham gave up control
Companies House
2022
28 September 2022
- Incorporated at Companies House
- Philip Leonard Billingham took control (75–100% of shares)
Companies House
In the full report: all 13 events
- All 13 events in its history (6 shown here)
- Every director appointment and resignation: 5
Firms like 57 North Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Inverness
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on 57 North Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- All 13 events in its history
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is 57 North Financial Planning Ltd FCA authorised?
What is 57 North Financial Planning’s phone number and website?
Is 57 North Financial Planning a scam or clone?
Is my money safe with 57 North Financial Planning?
Who owns 57 North Financial Planning?
Who runs 57 North Financial Planning?
How long has 57 North Financial Planning been in business?
What do 57 North Financial Planning’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk