Albert Goodman Financial Planning Limited

Reference number: 148300

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.

In the full report: 3 background checks

  • When albertgoodman.co.uk first appeared online, and whether it can receive email
  • What kind of line 01823 286096 is
  • Who else gives the postcode TA1 2PX
Instant PDF download
Other names (4)

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

  • Albert Goodman Chartered Financial Planners Trading name
  • Albert Goodman Financial Services Ltd Former name
  • Andrew Brown Associates Independent Financial Advisers Limited Former name
  • Albert Goodman Pension Consultants 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 (17 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • 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

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
02989819
Company status
Active
Company type
Private limited company
Incorporated
14 November 1994 (31 years old)
Registered office
Goodwood House, Blackbrook Park Avenue, Taunton, Somerset, TA1 2PX, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Louise Claire Osborne Director Aug 1982 21 Apr 2015 4 other companies
Claire Rosemary Musson Director Feb 1968 1 May 2018 None
Michael Brian Seagrove Director Jul 1963 1 May 2018 None
Iain Robert Mcvicar Director Jun 1969 17 Jan 2019 8 other companies
Reme Dean Fox Holland Director Sep 1982 7 Nov 2022 1 other company
Joanne Clements Director Nov 1968 6 Jun 2023 None
Calum Mark Butt Director Apr 1993 29 Apr 2025 None
Tanya Fitzgerald Secretary Not published 16 Jul 2020 –

Other companies run by these 7 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
11
closed down
3
run together
2

In the full report: all 11 companies, named

  • What each company does, and whether it is still trading
  • Which of these 7 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 companies these 7 directors run together
  • All 15 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 30 April 2020Small company accountsAudited

Net assets

£130k

No earlier figure to compare

Cash at bank

£82.7k

No earlier figure to compare

Employees (average)

28

No earlier figure to compare

Owed within a year

£230k

No earlier figure to compare

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 02989819. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (8) All events (38)

2016

6 April 2016

  • Albert Goodman LLP took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

21 August 2006

  • Changed its registered name from "Albert Goodman Financial Services Ltd"

FCA register

2004

11 May 2004

  • Changed its registered name from "Andrew Brown Associates Independent Financial Advisers Limited"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1995

6 February 1995

  • Regulated by the Personal Investment Authority from this date

FCA register

1994

14 November 1994

  • Incorporated at Companies House

Companies House

In the full report: all 38 events

  • All 38 events in its history (8 shown here)
  • Every director appointment and resignation: 23
Instant PDF download

Firms connected to Albert Goodman Financial Planning

Other FCA-listed firms that share a director, phone number or address with Albert Goodman Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
5
share its postcode
5

In the full report: all 5 connected firms, named

  • How each is linked: the same postcode (5)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Albert Goodman Financial Planning

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

In Taunton

121-Advice LtdTauntonAuthorisedA M Ruthven & Associates LimitedTauntonAuthorisedBrett AndrewsTauntonAuthorisedHeritage Independent Financial Consultancy LtdTauntonAuthorisedInvest Southwest LimitedTauntonAuthorisedKenyon Clarke Financial Services LtdTauntonAuthorised

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 Albert Goodman Financial Planning

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

  • 11 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 38 events in its history
  • 5 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Albert Goodman Financial Planning Limited FCA authorised?
Yes, Albert Goodman Financial Planning Limited (FRN 148300) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Albert Goodman Financial Planning’s phone number and website?
The FCA register lists the phone number 01823 286096 and the website albertgoodman.co.uk for Albert Goodman Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Albert Goodman Financial Planning a scam or clone?
Albert Goodman 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 Albert Goodman 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 Albert Goodman Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Albert Goodman Financial Planning?
Albert Goodman Financial Planning is owned by Albert Goodman LLP, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Albert Goodman Financial Planning?
Companies House lists 7 directors of Albert Goodman Financial Planning: Louise Claire Osborne, Claire Rosemary Musson, Michael Brian Seagrove, Iain Robert McVicar, Reme Dean Fox Holland, Joanne Clements and 1 more.
How long has Albert Goodman Financial Planning been in business?
The company was formed on 14 November 1994, and has held its current FCA authorisation since December 2001.
What do Albert Goodman Financial Planning’s latest accounts show?
Its latest accounts, to 30 April 2020, show net assets of £130k (no earlier figure to compare) and cash at bank of £82.7k (no earlier figure to compare).
Does Albert Goodman Financial Planning use any other names?
It trades as Albert Goodman Chartered Financial Planners. It has previously used 3 other names: Albert Goodman Financial Services Ltd, Andrew Brown Associates Independent Financial Advisers Limited and Albert Goodman Pension Consultants.

Sources and links

The full report on Albert Goodman Financial Planning Limited

£19.99 · Instant PDF download

Loading secure checkout…