Aegis Financial Planning Limited

Reference number: 624298

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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 aegisfp.com first appeared online, and whether it can receive email
  • What kind of line 0333 358 2233 is
  • Who else gives the postcode EC2N 2AT
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Other names (10)

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

  • Estate Lifetime Planning Trading name
  • Finsbridge Financial Planning Trading name
  • Greenways Financial Planning Trading name
  • HB Partners Trading name
  • Milton Associates Trading name
  • One Day Wealth Trading name
  • Vero Wealth Advisors Trading name
  • Finsbridge Former trading name
  • Peritum Wealth Former trading name
  • Vero Wealth Former trading name

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 (16 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 P2P agreements
  • 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 Credit Information Services

Limits on what they may do

  • Unable to hold client assets for MiFID activities
    Unable to hold client money or safeguard and administer assets (without arranging) in relation to any investment services and activities (to which MiFID applies)

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
08946610
Company status
Active
Company type
Private limited company
Incorporated
19 March 2014 (12 years old)
Registered office
160 Eureka Park Upper Pemberton, Kennington, Ashford, TN25 4AZ, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Haidee Laurel Littler Director Oct 1972 17 Jun 2019 1 other company
John Robert Boss Director Mar 1973 15 Jan 2021 8 other companies

Other companies run by these 2 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
9
closed down
7
still active
2

In the full report: all 9 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 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
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Filed accounts and finances

Year to 30 March 2025Micro-entity accountsNot audited

Net assets

£241k

+145% from £98.4k

Employees (average)

6

Same as 6

Owed within a year

£48.2k

+368% from £10.3k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • 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 08946610. 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

Aegis Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (13) All events (38)

2025

18 January 2025

  • John Robert Boss took control (75–100% of shares)

Companies House

2019

17 June 2019

  • Haidee Laurel Littler gained significant control
  • Lisa Collins no longer has significant control

Companies House

1 January 2019

  • Lisa Collins gained significant control

Companies House

2018

1 December 2018

  • Mark Anthony Culham gave up control

Companies House

2017

20 March 2017

  • Board replaced: both directors left and a new director took over
  • John Robert Boss gave up control
  • Mark Anthony Culham took control (75–100% of shares)

Companies House

2016

6 April 2016

  • John Robert Boss took control (75–100% of shares)

Companies House

2015

16 April 2015

  • FCA imposed a requirement (Unable to hold client assets for MiFID activities)

FCA register

16 January 2015

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2014

19 March 2014

  • Incorporated at Companies House

Companies House

In the full report: all 38 events

  • All 38 events in its history (13 shown here)
  • Every director appointment and resignation: 10
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Firms like Aegis Financial Planning

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

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

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 Aegis Financial Planning

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

  • 9 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 38 events in its history

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Frequently asked questions about this firm

Is Aegis Financial Planning Limited FCA authorised?
Yes, Aegis Financial Planning Limited (FRN 624298) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2015 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Aegis Financial Planning’s phone number and website?
The FCA register lists the phone number 0333 358 2233 and the website aegisfp.com for Aegis Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Aegis Financial Planning a scam or clone?
Aegis Financial Planning 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 Aegis Financial Planning?
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 Aegis Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Aegis Financial Planning?
Companies House lists 2 people with significant control of Aegis Financial Planning: Mr John Robert Boss (75–100% of shares) and Mrs Haidee Laurel Littler (significant influence or control). Before that, it was controlled by Ms Lisa Collins and Mr Mark Anthony Culham.
Who runs Aegis Financial Planning?
Companies House lists 2 directors of Aegis Financial Planning: Haidee Laurel Littler and John Robert Boss.
How long has Aegis Financial Planning been in business?
The company was formed on 19 March 2014, and has held its current FCA authorisation since January 2015.
What do Aegis Financial Planning’s latest accounts show?
Its latest accounts, to 30 March 2025, show net assets of £241k (+145% from £98.4k).
Does Aegis Financial Planning use any other names?
It trades as Estate Lifetime Planning, Finsbridge Financial Planning, Greenways Financial Planning, HB Partners and Milton Associates, and 2 more names. It has previously used 3 other names: Finsbridge, Peritum Wealth and Vero Wealth.

Sources and links

The full report on Aegis Financial Planning Limited

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