Aligned Wealth Financial Planning Ltd

Reference number: 1037866

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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.

Responsible principal firm

Quilter Financial Services Limited Reference number: 440703 Authorised 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.
  • Aligned Wealth Financial Planning Ltd (FRN 1037866) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Aligned Wealth Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Aligned Wealth Financial 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.

In the full report: 3 background checks

  • When alignedwealthfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07963 269117 is
  • Who else gives the postcode RH16 1LS
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services 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, free
    You 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
16459377
Company status
Active
Company type
Private limited company
Incorporated
19 May 2025 (1 year old)
Registered office
54 Harlands Road, Haywards Heath, RH16 1LS, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan James Ollerenshaw Director Dec 1974 19 May 2025 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

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

2025

14 July 2025

  • Became an appointed representative

FCA register

19 May 2025

  • Incorporated at Companies House
  • Jonathan James Ollerenshaw took control (75–100% of shares)
  • Jonathan James Ollerenshaw appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Aligned Wealth Financial Planning

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

In Haywards Heath

Diana FinnertyHaywards HeathAppointed representativeDipak KarkiHaywards HeathAppointed representativeGoldsmith Wealth Management LimitedHaywards HeathAppointed representativeGuppy Wealth Management LtdHaywards HeathAppointed representativeJeremy Francis Edward TaylorHaywards HeathAppointed representativeServo Private Wealth LimitedHaywards HeathAppointed representative

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 Aligned Wealth Financial Planning

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • All 4 events in its history

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Frequently asked questions about this firm

Is Aligned Wealth Financial Planning Ltd FCA authorised?
Aligned Wealth Financial Planning Ltd (FRN 1037866) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Aligned Wealth Financial Planning?
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. Aligned Wealth Financial Planning Ltd (FRN 1037866) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Aligned Wealth Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Aligned Wealth Financial 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.
What is Aligned Wealth Financial Planning’s phone number and website?
The FCA register lists the phone number 07963 269117 and the website alignedwealthfp.co.uk for Aligned Wealth Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Aligned Wealth Financial Planning a scam or clone?
Aligned Wealth 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 Aligned Wealth Financial Planning?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Aligned Wealth Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Aligned Wealth Financial Planning?
Companies House lists one person with significant control of Aligned Wealth Financial Planning: Mr Jonathan James Ollerenshaw (75–100% of shares).
Who runs Aligned Wealth Financial Planning?
Companies House lists one director of Aligned Wealth Financial Planning: Jonathan James Ollerenshaw.
How long has Aligned Wealth Financial Planning been in business?
The company was formed on 19 May 2025.

Sources and links

The full report on Aligned Wealth Financial Planning Ltd

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