Barry W P Bennett Ltd
Reference number: 799367
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.
-
Phone number
-
Address
Bennett Wealth Planning, Ground Floor, Woburn House, The Rock Complex, Yelverton, Devon, PL20 6BS, United Kingdom
In the full report: 3 background checks
- When bennettwealthplanning.com first appeared online, and whether it can receive email
- What kind of line 01822 855060 is
- Who else gives the postcode PL20 6BS
Other names (1)
If you were contacted under any of these names, it is this firm.
- BENNETT WEALTH PLANNING Trading name: A name it trades under now.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible 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 applyEligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 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
- 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
- 08495206 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 18 April 2013 (13 years old)
- Registered office
- Barry W P Bennett Ltd T/A Bennett Wealth Planning Woburn House, The Rock Complex, Yelverton, Devon, PL20 6BS, England
- Nature of business
-
- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Barry William Prosser Bennett | Director | Feb 1955 | 18 Apr 2013 | 2 other companies |
| Karen Bennett | Director | Apr 1958 | 24 Jul 2018 | None |
| Simon Peter Bennett | Director | Apr 1988 | 24 Jul 2018 | 1 other company |
| Simon Peter Bennett | Secretary | Not published | 18 Apr 2013 | – |
Other companies run by these 3 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
- 1
- still active
- 2
In the full report: all 3 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
Filed accounts and finances
Net assets
£79.3k
+334% from £18.3k
Cash at bank
£94.3k
+185% from £33.0k
Employees (average)
6
+20% from 5
Owed within a year
£117k
+9.8% from £106k
Net assets
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 08495206. 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
Barry W P Bennett’s history from the FCA register and Companies House, newest first.
2018
18 April 2018
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2016
25 July 2016
- Barry William Prosser Bennett gained significant control
- Simon Peter Bennett gained significant control
Companies House
2013
18 April 2013
- Incorporated at Companies House
Companies House
In the full report: all 11 events
- All 11 events in its history (5 shown here)
- Every director appointment and resignation: 3
Firms like Barry W P Bennett
Other firms of the same type (pension transfer adviser), nearest first.
In the Plymouth (PL) postcode area
Elsewhere in the UK
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 Barry W P Bennett
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 11 events in its history
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Barry W P Bennett Ltd FCA authorised?
What is Barry W P Bennett’s phone number and website?
Is Barry W P Bennett a scam or clone?
Is my money safe with Barry W P Bennett?
Who owns Barry W P Bennett?
Who runs Barry W P Bennett?
How long has Barry W P Bennett been in business?
What do Barry W P Bennett’s latest accounts show?
Does Barry W P Bennett use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk