Aurelian Financial Planning Ltd
Reference number: 1026441
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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.
- Appointed for 1 year
- Protected through the principal
- No FCA actions
- Active company since 2025
- Accounts filed up to 30 April 2026
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 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.
- Aurelian Financial Planning Ltd (FRN 1026441) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Aurelian Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Aurelian 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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Phone number
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Address
11, Berkhamsted House, 121 High Street, Berkhamsted, Hertfordshire, HP4 2DJ, United Kingdom
In the full report: 3 background checks
- When aurelianfinancialplanning.co.uk first appeared online, and whether it can receive email
- What kind of line 01442 506500 is
- Who else gives the postcode HP4 2DJ
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, 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
- 16174813 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 10 January 2025 (1 year old)
- Registered office
- Unit 7a Waterside Business Park, Waterside, Chesham, HP5 1PE, England
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Edward John Evans | Director | Aug 1996 | 10 Jan 2025 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Net assets
£7,242
No earlier figure to compare
Cash at bank
£34.5k
No earlier figure to compare
Employees (average)
1
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 16174813. 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
Aurelian Financial Planning’s history from the FCA register and Companies House, newest first.
2025
27 February 2025
- Became an appointed representative
- Began trading as "Aurelian Financial Planning"
FCA register
10 January 2025
- Incorporated at Companies House
- Edward John Evans took control (75–100% of shares)
- Edward John Evans appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Aurelian Financial Planning
Other FCA-listed firms that share a director, phone number or address with Aurelian 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
Firms like Aurelian Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Berkhamsted
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 Aurelian 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
- 3 background checks on its contact details
- All 5 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
Is Aurelian Financial Planning Ltd FCA authorised?
What does appointed representative mean for Aurelian Financial Planning?
What is Aurelian Financial Planning’s phone number and website?
Is Aurelian Financial Planning a scam or clone?
Is my money safe with Aurelian Financial Planning?
Who owns Aurelian Financial Planning?
Who runs Aurelian Financial Planning?
How long has Aurelian Financial Planning been in business?
What do Aurelian 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