Astute Wealth Planning Limited

Reference number: 982479

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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 astutewealthplanning.com first appeared online, and whether it can receive email
  • What kind of line 01273 832833 is, and the other firm that gives it
  • Who else gives the postcode BN5 9UW
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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 (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • 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
07929944
Company status
Active
Company type
Private limited company
Incorporated
31 January 2012 (14 years old)
Registered office
Prospect House, 78 High Street, Hurstpierpoint, West Sussex, BN6 9RQ
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Timothy Michael Santry Director May 1962 31 Jul 2012 3 other companies
Michael Thorn Director Dec 1992 24 Mar 2022 None

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
3
closed down
2
is FCA-registered
1

In the full report: all 3 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
  • The one on the FCA register
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£114k

No earlier figure to compare

Employees (average)

3

Same as 3

Owed within a year

£88.5k

+35% from £65.7k

Assets and liabilities

In the full report: all 8 years of accounts

  • Every year from 2019 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 07929944. 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

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

Key events (6) All events (12)

2023

3 April 2023

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

FCA register

2020

10 July 2020

  • Alex Santry stopped being a part-owner

Companies House

2017

31 January 2017

  • Alex Santry became a part-owner (25–50% of shares)
  • Timothy Michael Santry took control (75–100% of shares)

Companies House

2012

31 January 2012

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Astute Wealth Planning

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

connected firm
1
share a director
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), 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 Astute Wealth Planning

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

In Henfield

Lighthouse (Hurstpierpoint) LtdHenfieldAppointed representative

In the Brighton (BN) postcode area

121 FS LtdEastbourneAuthorisedAdvisory Investment Services LimitedSteyningAuthorisedArnott Guy & Co LtdEastbourneAuthorisedBarwells Independent Financial Management LimitedLewesAuthorisedBlack Label Financial LtdSeafordAuthorised

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 Astute Wealth 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
  • 8 years of accounts, charted
  • All 12 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Astute Wealth Planning Limited FCA authorised?
Yes, Astute Wealth Planning Limited (FRN 982479) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2023 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Astute Wealth Planning’s phone number and website?
The FCA register lists the phone number 01273 832833 and the website astutewealthplanning.com for Astute Wealth 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 Astute Wealth Planning a scam or clone?
Astute 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 Astute Wealth 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 Astute Wealth Planning to the Financial Ombudsman Service, free of charge.
Who owns Astute Wealth Planning?
Companies House lists one person with significant control of Astute Wealth Planning: Mr Timothy Michael Santry (75–100% of shares). Before that, it was controlled by Mr Alex Santry.
Who runs Astute Wealth Planning?
Companies House lists 2 directors of Astute Wealth Planning: Timothy Michael Santry and Michael Thorn.
How long has Astute Wealth Planning been in business?
The company was formed on 31 January 2012, and has held its current FCA authorisation since April 2023.
What do Astute Wealth Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £114k (no earlier figure to compare).

Sources and links

The full report on Astute Wealth Planning Limited

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