Andrew Hartop Financial Planning Ltd: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 16 years
Your funds are protected by FSCS
No FCA actions
Active company since 2006
Accounts filed up to 31 July 2025

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.

No website on the FCA register
Phone number

07967 110143
Address

41 Keswick Road, Boscombe Manor, Bournemouth, Dorset, BH5 1LR, United Kingdom

In the full report: 2 background checks

What kind of line 07967 110143 is
Who else gives the postcode BH5 1LR

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
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) deals in investments
Arranging (bringing about) regulated mortgage contracts
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: 05869788 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 7 July 2006 (20 years old)
Registered office: 21 Church Road, Parkstone, Poole, Dorset, BH14 8UF
Nature of business: Financial management (SIC 70221)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Andrew William Hartop	Director	Dec 1955	7 Jul 2006	None
Anne Naomi Hartop	Director	Apr 1957	7 Jul 2006	1 other company
Anne Naomi Hartop	Secretary	Not published	7 Jul 2006	1 other company

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 company: 1
still active: 1

In the full report: all 1 company, 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

Filed accounts and finances

Year to 31 July 2025Small company accountsNot audited

Total equity

£9,494

−64% from £26.0k

Cash at bank

£11.1k

−31% from £16.1k

Employees (average)

2

Same as 2

Owed within a year

£2,926

−54% from £6,337

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

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 05869788. 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

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

Key events (6) All events (11)

2016

6 April 2016

Andrew William Hartop became a part-owner (25–50% of shares)
Anne Naomi Hartop became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

Regulated by the FCA from this date

FCA register

2010

2 August 2010

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

FCA register

2006

7 July 2006

Incorporated at Companies House

Companies House

In the full report: all 11 events

All 11 events in its history (6 shown here)
Every director appointment and resignation: 2

Firms like Andrew Hartop Financial Planning

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

In Bournemouth

Liverpool Victoria Financial Advice Services LimitedBournemouthAuthorised Bowden Financial Management LtdBournemouthAuthorised Burgess & Lee LimitedBournemouthAuthorised David GunterBournemouthAuthorised Fiscal Financial Planning LimitedBournemouthAuthorised Hanlon Kneller and Associates LLPBournemouthAuthorised

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 Andrew Hartop Financial Planning

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

1 other company its directors have run, named
2 background checks on its contact details
7 years of accounts, charted
All 11 events in its history

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Frequently asked questions about this firm

Is Andrew Hartop Financial Planning Ltd FCA authorised?

Yes, Andrew Hartop Financial Planning Ltd (FRN 507951) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2010 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Andrew Hartop Financial Planning’s phone number?

The FCA register lists the phone number 07967 110143 for Andrew Hartop Financial Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Andrew Hartop Financial Planning a scam or clone?

Andrew Hartop 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 Andrew Hartop 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 Andrew Hartop Financial Planning to the Financial Ombudsman Service, free of charge.

Who owns Andrew Hartop Financial Planning?

Companies House lists 2 people with significant control of Andrew Hartop Financial Planning: Mrs Anne Naomi Hartop (25–50% of shares) and Mr Andrew William Hartop (25–50% of shares).

Who runs Andrew Hartop Financial Planning?

Companies House lists 2 directors of Andrew Hartop Financial Planning: Andrew William Hartop and Anne Naomi Hartop.

How long has Andrew Hartop Financial Planning been in business?

The company was formed on 7 July 2006, and has held its current FCA authorisation since August 2010.

What do Andrew Hartop Financial Planning’s latest accounts show?

Its latest accounts, to 31 July 2025, show total equity of £9,494 (−64% from £26.0k) and cash at bank of £11.1k (−31% from £16.1k).