Adler Financial Planning Limited
Reference number: 501854
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.
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Phone number
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Address
Prudent House, 50 Yardley Road, Acocks Green, Birmingham, West Midlands, B27 6LG, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When adlerfp.co.uk first appeared online, and whether it can receive email
- What kind of line 0121 725 2030 is
- Who else gives the postcode B27 6LG
Other names (2)
If you were contacted under any of these names, it is this firm.
- Adler Insurance Group Former trading name: A name it used to trade under.
- Freedom Former trading name: A name it used to trade under.
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.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- 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 (9 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- 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) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
Limits on what they may do
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Not to hold or control client money
The firm must not hold or control client money
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
- 06848531 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 16 March 2009 (17 years old)
- Registered office
- Prudent House 50 Yardley Road, Acocks Green, Birmingham, B27 6LG
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Stuart Timothy Burkin | Director | May 1960 | 16 Mar 2009 | 1 other company |
| Barrie John Viner | Director | Oct 1967 | 16 Mar 2009 | None |
| Eamonn Sullivan | Director | Jul 1969 | 1 Apr 2021 | None |
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 company
- 1
- still active
- 1
In the full report: all 1 company, 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 5 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£250k
+4% from £240k
Cash at bank
£347k
+8.8% from £319k
Employees (average)
9
−10% from 10
Owed within a year
£165k
+21% from £136k
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
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 06848531. 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
Adler Financial Planning’s history from the FCA register and Companies House, newest first.
2018
22 November 2018
- Andre John Adler no longer has significant control
- Barrie John Viner became a part-owner (25–50% of shares)
Companies House
2016
6 April 2016
- Andre John Adler gained significant control
- Stuart Timothy Burkin became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2009
1 December 2009
- FCA imposed a requirement (Not to hold or control client money)
- Became authorised by the FCA
FCA register
22 October 2009
- Regulated by the Financial Services Authority from this date
FCA register
16 March 2009
- Incorporated at Companies House
Companies House
In the full report: all 24 events
- All 24 events in its history (9 shown here)
- Every director appointment and resignation: 7
Firms connected to Adler Financial Planning
Other FCA-listed firms that share a director, phone number or address with Adler Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 3
- share its postcode
- 3
In the full report: all 3 connected firms, named
- How each is linked: the same postcode (3)
- Who links each one: the named directors, with dates
Firms like Adler Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Birmingham
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 Adler Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 7 years of accounts, charted
- All 24 events in its history
- 3 connected firms, named, and who links them
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Frequently asked questions about this firm
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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