Abacus Financial Options Limited

Reference number: 576165

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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.

In the full report: 3 background checks

  • When abacusfinancialoptions.co.uk first appeared online, and whether it can receive email
  • What kind of line 01202 646960 is
  • Who else gives the postcode BH21 7UH
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Hannah Dampney Wealth Planning Trading name: A name it trades under now.

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (15 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing basic advice on stakeholder products

FCA disciplinary action

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company status
Active
Company type
Private limited company
Incorporated
13 December 2011 (14 years old)
Registered office
Forest Links Road, Ferndown, Dorset, BH22 9PH, England
Nature of business
  • Activities of mortgage finance companies (SIC 64922)

Directors and company secretaries

Name Role Born Appointed Other companies
Robert Matthew Lockyer Director Sep 1980 14 Dec 2014 None
Jeremy Howe Director Jan 1966 20 Mar 2020 1 other company
Johanna Elizabeth Kemp Director Jul 1978 20 Mar 2020 1 other company
BH21 LTD Corporate secretary Not published 13 Dec 2011 –

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
2
still active
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Total equity

£203k

+20% from £169k

Cash at bank

£212k

<1% from £214k

Employees (average)

6

−14% from 7

Owed within a year

£81.4k

−41% from £137k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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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 07880295. 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

Abacus Financial Options’s history from the FCA register and Companies House, newest first.

2023

1 September 2023

  • Jennifer Rosalind Leeder stopped being a part-owner
  • Jeremy Howe became a part-owner (25–50% of shares)
  • Johanna Elizabeth Kemp became a part-owner (25–50% of shares)
  • Robert Matthew Lockyer became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Jennifer Rosalind Leeder became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

2 April 2012

  • FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
  • Became authorised by the FCA

FCA register

28 March 2012

  • Regulated by the Financial Services Authority from this date

FCA register

2011

13 December 2011

  • Incorporated at Companies House

Companies House

In the full report: all 19 events

  • All 19 events in its history (10 shown here)
  • Every director appointment and resignation: 5
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Firms like Abacus Financial Options

Other firms of the same type (financial adviser), nearest first.

In Wimborne

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 Abacus Financial Options

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 19 events in its history

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Frequently asked questions about this firm

Is Abacus Financial Options Limited FCA authorised?
Yes, Abacus Financial Options Limited (FRN 576165) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2012 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Abacus Financial Options’ phone number and website?
The FCA register lists the phone number 01202 646960 and the website abacusfinancialoptions.co.uk for Abacus Financial Options. If you were given different contact details, use these to check with the firm before going any further.
Is Abacus Financial Options a scam or clone?
Abacus Financial Options is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Abacus Financial Options?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Abacus Financial Options to the Financial Ombudsman Service, free of charge.
Who owns Abacus Financial Options?
Companies House lists 3 people with significant control of Abacus Financial Options: Mr Robert Matthew Lockyer (25–50% of shares), Mr Jeremy Howe (25–50% of shares) and Mrs Johanna Elizabeth Kemp (25–50% of shares). Before that, it was controlled by Ms Jennifer Rosalind Leeder.
Who runs Abacus Financial Options?
Companies House lists 3 directors of Abacus Financial Options: Robert Matthew Lockyer, Jeremy Howe and Johanna Elizabeth Kemp.
How long has Abacus Financial Options been in business?
The company was formed on 13 December 2011, and has held its current FCA authorisation since April 2012.
What do Abacus Financial Options’ latest accounts show?
Its latest accounts, to 31 March 2026, show total equity of £203k (+20% from £169k) and cash at bank of £212k (<1% from £214k).
Does Abacus Financial Options use any other names?
It trades as Hannah Dampney Wealth Planning.

Sources and links

The full report on Abacus Financial Options Limited

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