Aisa Retirement Planning LLP
Reference number: 779882
Instant download
Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 9 years
- Protected through the principal
- No FCA actions
- Active company since 2013
- Accounts filed up to 31 March 2025
Responsible principal firm
AISA FINANCIAL PLANNING LIMITED Reference number: 189652 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Aisa Retirement Planning LLP (FRN 779882) is an AR of AISA FINANCIAL PLANNING LIMITED (FRN 189652). When you use Aisa Retirement Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Aisa Retirement Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
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
Oakenhill Lodge, Bonville Road, Bristol, Somerset, BS4 5NX, United Kingdom
In the full report: 3 background checks
- When aisagroup.org first appeared online, and whether it can receive email
- What kind of line 07767 354497 is
- Who else gives the postcode BS4 5NX
Other names (1)
If you were contacted under any of these names, it is this firm.
- Aisa Retirement Planning (ARP) Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Aisa Financial Planning Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
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
- OC384701 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 25 April 2013 (13 years old)
- Registered office
- Oakenhill Lodge, Bonville Road, Bristol, BS4 5NX, England
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Geordie Bulmer | LLP designated member | Dec 1977 | 25 Apr 2013 | None |
| James Leonard Douglas Pearcy-Caldwell | LLP designated member | Nov 1966 | 25 Apr 2013 | 2 other companies |
| Clive Raymond Tutton | LLP designated member | Apr 1960 | 25 Apr 2013 | 6 other companies |
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
- 7
- closed down
- 3
- is FCA-registered
- 1
In the full report: all 7 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
- The one on the FCA register
- The 1 company these 3 directors run together
Filed accounts and finances
Employees (average)
0
−100% from 1
In the full report: all 5 years of accounts
- Every year from 2021 to 2025
- 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 OC384701. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Aisa Retirement Planning’s history from the FCA register and Companies House, newest first.
2017
26 May 2017
- Became an appointed representative
FCA register
23 May 2017
- Geordie Bulmer gained significant control
Companies House
2013
25 April 2013
- Incorporated at Companies House
Companies House
In the full report: all 7 events
- All 7 events in its history (3 shown here)
- Every director appointment and resignation: 3
Firms connected to Aisa Retirement Planning
Other FCA-listed firms that share a director, phone number or address with Aisa Retirement Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1)
- Who links it to this firm: the named directors, with dates
Firms like Aisa Retirement Planning
Other firms of the same type (financial adviser), nearest first.
In Bristol
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 Aisa Retirement Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 7 other companies its directors have run, named
- 3 background checks on its contact details
- 5 years of accounts, charted
- All 7 events in its history
- 1 connected firm, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Aisa Retirement Planning LLP FCA authorised?
What does appointed representative mean for Aisa Retirement Planning?
What is Aisa Retirement Planning’s phone number and website?
Is Aisa Retirement Planning a scam or clone?
Is my money safe with Aisa Retirement Planning?
Who owns Aisa Retirement Planning?
Who runs Aisa Retirement Planning?
How long has Aisa Retirement Planning been in business?
What do Aisa Retirement Planning’s latest accounts show?
Does Aisa Retirement Planning use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk