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.
- Appointed for 1 year
- Protected through the principal
- No FCA actions
- Active company since 2024
- Accounts filed up to 31 March 2026
Responsible principal firm
ValidPath Limited Reference number: 197107 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.
- Arboretum Financial Planning Limited (FRN 1024351) is an AR of ValidPath Limited (FRN 197107). When you use Arboretum Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Arboretum 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.
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No website on the FCA register
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Phone number
-
Address
Kyte Yorkshire Business Centre, Great North Road, Darrington, West Yorkshire, WF8 3HR, United Kingdom
In the full report: 2 background checks
- What kind of line 01977 330131 is
- Who else gives the postcode WF8 3HR
FCA permissions and consumer protection
- Protection through the principal firmProtection works through ValidPath 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, freeYou 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
- 16043303 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 28 October 2024 (2 years old)
- Registered office
- Kyte Yorkshire Business Centre, Great North Road, Darrington, West Yorkshire, WF8 3HR, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Thomas Brookes | Director | Dec 1991 | 28 Oct 2024 | None |
| Emma Jane Brookes | Director | Jul 1992 | 28 May 2026 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
Filed accounts and finances
Net assets
£3,081
No earlier figure to compare
Cash at bank
£5,406
No earlier figure to compare
Employees (average)
0
No earlier figure to compare
Owed within a year
£6,818
No earlier figure to compare
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 16043303. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Arboretum Financial Planning’s history from the FCA register and Companies House, newest first.
2026
28 May 2026
- Emma Jane Brookes appointed as a director
Companies House
2025
10 February 2025
- Became an appointed representative
FCA register
2024
28 October 2024
- Incorporated at Companies House
- Thomas Brookes took control (75–100% of shares)
- Thomas Brookes appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Arboretum Financial Planning
Other FCA-listed firms that share a director, phone number or address with Arboretum Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Arboretum Financial Planning
Other firms of the same type (financial adviser), nearest first.
In the Wakefield (WF) postcode area
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 Arboretum 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
- 2 background checks on its contact details
- All 5 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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How long has Arboretum Financial Planning been in business?
What do Arboretum Financial Planning’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk