All Sorted Financial Planning Limited

Reference number: 783609

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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 allsortedfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01704 631082 is, and the other firm that gives it
  • Who else gives the postcode PR9 9RZ
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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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • 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
10459785
Company status
Active
Company type
Private limited company
Incorporated
2 November 2016 (9 years old)
Registered office
136 Cambridge Road Churchtown, Southport, Merseyside, PR9 9RZ, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Danielle Jade Challis Director Dec 1990 2 Nov 2016 None
Philip Aaron Walker Director Aug 1985 2 Nov 2016 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 30 November 2025Micro-entity accountsNot audited

Net assets

£15.5k

<1% from £15.4k

Employees (average)

5

−17% from 6

Owed within a year

£41.2k

−31% from £59.8k

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 10459785. 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

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

Key events (5) All events (9)

2020

29 October 2020

  • Danielle Jade Challis became a part-owner (25–50% of shares)
  • Philip Aaron Walker became a part-owner (25–50% of shares)

Companies House

2017

13 October 2017

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

FCA register

2016

2 November 2016

  • Incorporated at Companies House

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms connected to All Sorted Financial Planning

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

connected firm
1
share its phone number
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like All Sorted Financial Planning

Other firms of the same type (insurance broker), nearest first.

In Southport

Birkdale Broking Group LimitedSouthportAuthorisedDavid Roberts & Partners (Insurance Brokers) LimitedSouthportAuthorisedDriver Guardian LimitedSouthportAuthorisedJ S Consultants (Southport) LtdSouthportAuthorisedJust Protect LtdSouthportAuthorisedLloyd & Co. Employee Benefits LtdSouthportAuthorised

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 All Sorted 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
  • 7 years of accounts, charted
  • All 9 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is All Sorted Financial Planning Limited FCA authorised?
Yes, All Sorted Financial Planning Limited (FRN 783609) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2017 and works as an insurance broker. The FCA has placed no limits on its permissions.
What is All Sorted Financial Planning’s phone number and website?
The FCA register lists the phone number 01704 631082 and the website allsortedfp.co.uk for All Sorted Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is All Sorted Financial Planning a scam or clone?
All Sorted 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 All Sorted 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 All Sorted Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns All Sorted Financial Planning?
Companies House lists 2 people with significant control of All Sorted Financial Planning: Mr Philip Aaron Walker (25–50% of shares) and Miss Danielle Jade Challis (25–50% of shares).
Who runs All Sorted Financial Planning?
Companies House lists 2 directors of All Sorted Financial Planning: Danielle Jade Challis and Philip Aaron Walker.
How long has All Sorted Financial Planning been in business?
The company was formed on 2 November 2016, and has held its current FCA authorisation since October 2017.
What do All Sorted Financial Planning’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £15.5k (<1% from £15.4k).

Sources and links

The full report on All Sorted Financial Planning Limited

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