AMG Financial Planning Ltd

Reference number: 522252

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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 amgifa.com first appeared online, and whether it can receive email
  • What kind of line 07977 534391 is
  • Who else gives the postcode BT53 6AL
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Other names (1)

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

  • AMG Independent Financial Services Limited Former 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 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 (10 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • 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
NI073138
Company status
Active
Company type
Private limited company
Incorporated
8 July 2009 (17 years old)
Registered office
18 Main Street, Ballymoney, BT53 6AL, Northern Ireland
Nature of business
  • Other service activities not elsewhere classified (SIC 96090)

Directors and company secretaries

Name Role Born Appointed Other companies
William Alexander Mcgothigan Director Aug 1957 8 Jul 2009 3 other companies
Daniel Mcgothigan Secretary Not published 8 Jul 2009 –

Other companies run by its director

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
3
closed down
2
still active
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£408k

−5.5% from £431k

Cash at bank

£2,272

−80% from £11.4k

Employees (average)

6

Same as 6

Owed within a year

£215k

+181% from £76.6k

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 NI073138. 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

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

Key events (7) All events (10)

2016

6 April 2016

  • Daniel McGothigan became a part-owner (25–50% of shares)
  • William Alexander McGothigan became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

27 February 2012

  • Changed its registered name from "AMG Independent Financial Services Limited"

FCA register

2010

16 July 2010

  • Became authorised by the FCA

FCA register

5 July 2010

  • Regulated by the Financial Services Authority from this date

FCA register

2009

8 July 2009

  • Incorporated at Companies House

Companies House

In the full report: all 10 events

  • All 10 events in its history (7 shown here)
  • Every director appointment and resignation: 1
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Firms like AMG Financial Planning

Other firms of the same type (mortgage adviser or broker), nearest first.

In Ballymoney

John BoyleBallymoneyAppointed representativeLeaf Asset Finance LimitedBallymoneyAppointed representative

In the Belfast (BT) postcode area

An Independent Mortgage Solution LtdBelfastAuthorisedAnderson & MacAulay Mortgage Services LLPBelfastAuthorisedAnthony Ronan MuldoonBelfastAuthorisedBright MortgagesBangorAuthorised

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 AMG Financial Planning

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is AMG Financial Planning Ltd FCA authorised?
Yes, AMG Financial Planning Ltd (FRN 522252) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2010 and works as a mortgage adviser or broker. The FCA has placed no limits on its permissions.
What is AMG Financial Planning’s phone number and website?
The FCA register lists the phone number 07977 534391 and the website amgifa.com for AMG Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is AMG Financial Planning a scam or clone?
AMG 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 AMG 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 AMG Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns AMG Financial Planning?
Companies House lists 2 people with significant control of AMG Financial Planning: William Alexander McGothigan (25–50% of shares) and Mr Daniel McGothigan (25–50% of shares).
Who runs AMG Financial Planning?
Companies House lists one director of AMG Financial Planning: William Alexander McGothigan.
How long has AMG Financial Planning been in business?
The company was formed on 8 July 2009, and has held its current FCA authorisation since July 2010.
What do AMG Financial Planning’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £408k (−5.5% from £431k) and cash at bank of £2,272 (−80% from £11.4k).
Does AMG Financial Planning use any other names?
It has previously used the name AMG Independent Financial Services Limited.

Sources and links

The full report on AMG Financial Planning Ltd

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