Anderson Wealth Planning Limited

Reference number: 574857

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Anderson Wealth Planning Limited (FRN 574857) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Anderson Wealth Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Anderson Wealth 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 andersonwealthplanning.co.uk first appeared online, and whether it can receive email
  • What kind of line 01603 299280 is
  • Who else gives the postcode NR3 1BN
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Other names (1)

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

  • Claire Anderson Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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 name
ANDERSON WEALTH PLANNING LTD.
Company number
NI617286
Company status
Active
Company type
Private limited company
Incorporated
12 March 2013 (13 years old)
Registered office
2 William Street, Newtownards, County Down, BT23 4AH
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Claire Anderson Director Jul 1975 12 Mar 2013 None
James Crossley Vernon Eccles Director Jul 1980 19 Jun 2023 2 other companies

Other companies run by these 2 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
2
still active
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£1.19m

+19% from £999k

Cash at bank

£202k

+12% from £180k

Employees (average)

7

+17% from 6

Owed within a year

£353k

+20% from £294k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 NI617286. 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

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

2023

19 June 2023

  • James Crossley Vernon Eccles appointed as a director

Companies House

2022

8 November 2022

  • James Crossley Vernon Eccles became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Claire Anderson became a part-owner (25–50% of shares)

Companies House

2013

6 June 2013

  • Changed its registered name from "Claire Anderson"

FCA register

12 March 2013

  • Incorporated at Companies House
  • Claire Anderson appointed as a director

Companies House

2012

9 February 2012

  • Became an appointed representative

FCA register

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

Firms like Anderson Wealth Planning

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

In Norwich

Alan Boswell Employee Benefits LtdNorwichAppointed representativeAlan Cook Financial Services LimitedNorwichAppointed representativeAnglian Wealth ManagementNorwichAppointed representativeAnna KellettNorwichAppointed representativeBanks-Dunnell Wealth Management LimitedNorwichAppointed representativeBrancaster House Financial Planning LtdNorwichAppointed 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 Anderson Wealth Planning

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

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

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Frequently asked questions about this firm

Is Anderson Wealth Planning Limited FCA authorised?
Anderson Wealth Planning Limited (FRN 574857) 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 Anderson Wealth 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. Anderson Wealth Planning Limited (FRN 574857) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Anderson Wealth Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Anderson Wealth 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 Anderson Wealth Planning’s phone number and website?
The FCA register lists the phone number 01603 299280 and the website andersonwealthplanning.co.uk for Anderson Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Anderson Wealth Planning a scam or clone?
Anderson Wealth 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 Anderson Wealth Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Anderson Wealth Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Anderson Wealth Planning?
Companies House lists 2 people with significant control of Anderson Wealth Planning: Mr James Crossley Vernon Eccles (25–50% of shares) and Ms Claire Anderson (25–50% of shares).
Who runs Anderson Wealth Planning?
Companies House lists 2 directors of Anderson Wealth Planning: Claire Anderson and James Crossley Vernon Eccles.
How long has Anderson Wealth Planning been in business?
The company was formed on 12 March 2013.
What do Anderson Wealth Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £1.19m (+19% from £999k) and cash at bank of £202k (+12% from £180k).
Does Anderson Wealth Planning use any other names?
It has previously used the name Claire Anderson.

Sources and links

The full report on Anderson Wealth Planning Limited

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