Aurea Financial Planning Limited

Reference number: 121212

Instant download

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 aureafp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01733 345525 is
  • Who else gives the postcode PE1 5DD
Instant PDF download
Other names (2)

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

  • Dunham Financial Services Limited Former name
  • John W Dunham & Partners (Life & Pensions) Brokers Ltd 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • 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
01327039
Company status
Active
Company type
Private limited company
Incorporated
25 August 1977 (49 years old)
Registered office
Room 239, Regus Stuart House, St Johns Street, Peterborough, PE1 5DD, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Helen Woolgar Bowles Director Feb 1976 1 Apr 1999 None
Rebecca Jane Taylor Director Jun 1975 20 Jul 2004 3 other companies
Helen Woolgar Bowles Secretary Not published 1 Apr 1999 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
3

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
  • All 9 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 30 June 2025Micro-entity accountsNot audited

Total equity

£124k

+15% from £108k

Employees (average)

6

Same as 6

Owed within a year

£79.3k

−8.2% from £86.4k

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
Instant PDF download
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 01327039. 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

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

Key events (9) All events (24)

2016

6 April 2016

  • Helen Woolgar-Bowles became a part-owner (25–50% of shares)
  • Rebecca Jane Taylor became a part-owner (25–50% of shares)

Companies House

2015

9 February 2015

  • Changed its registered name from "Dunham Financial Services Limited"

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

1994

1 August 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1988

29 February 1988

  • Changed its registered name from "John W Dunham & Partners (Life & Pensions) Brokers Ltd"

FCA register

1977

25 August 1977

  • Incorporated at Companies House

Companies House

In the full report: all 24 events

  • All 24 events in its history (9 shown here)
  • Every director appointment and resignation: 11
Instant PDF download

Firms connected to Aurea Financial Planning

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Aurea Financial Planning

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

In Peterborough

Fantastic Financial LtdPeterboroughAuthorisedFirst Call Financial Advice LimitedPeterboroughAuthorisedGM Financial Consultants LtdPeterboroughAuthorisedHaverfords LimitedPeterboroughAuthorisedHenson Crisp LimitedPeterboroughAuthorisedKFP Investment Solutions LimitedPeterboroughAuthorised

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 Aurea 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 24 events in its history
  • 2 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Aurea Financial Planning Limited FCA authorised?
Yes, Aurea Financial Planning Limited (FRN 121212) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Aurea Financial Planning’s phone number and website?
The FCA register lists the phone number 01733 345525 and the website aureafp.co.uk for Aurea Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Aurea Financial Planning a scam or clone?
Aurea 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 Aurea 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 Aurea Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Aurea Financial Planning?
Companies House lists 2 people with significant control of Aurea Financial Planning: Mrs Rebecca Jane Taylor (25–50% of shares) and Ms Helen Woolgar-Bowles (25–50% of shares).
Who runs Aurea Financial Planning?
Companies House lists 2 directors of Aurea Financial Planning: Helen Woolgar Bowles and Rebecca Jane Taylor.
How long has Aurea Financial Planning been in business?
The company was formed on 25 August 1977, and has held its current FCA authorisation since December 2001.
What do Aurea Financial Planning’s latest accounts show?
Its latest accounts, to 30 June 2025, show total equity of £124k (+15% from £108k).
Does Aurea Financial Planning use any other names?
It has previously used 2 other names: Dunham Financial Services Limited and John W Dunham & Partners (Life & Pensions) Brokers Ltd.

Sources and links

The full report on Aurea Financial Planning Limited

£19.99 · Instant PDF download

Loading secure checkout…