Belbury Financial Planning Limited

Reference number: 503408

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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.

  • No website on the FCA register

  • Phone number

    0118 959 7744

  • Address

    30 Queens Road, Reading, Berkshire, RG1 4AU, United Kingdom

In the full report: 2 background checks

  • What kind of line 0118 959 7744 is
  • Who else gives the postcode RG1 4AU
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Other names (1)

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

  • Stuart Lacey and Associates Trading 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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • 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
06943677
Company status
Active
Company type
Private limited company
Incorporated
24 June 2009 (17 years old)
Registered office
4 Reading Road, Pangbourne, Reading, Berkshire, RG8 7LY, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Geoffrey Brian Poland Director Oct 1949 24 Jun 2009 4 other companies

Other companies run by its director

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
4
closed down
2
is FCA-registered
1

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
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Filed accounts and finances

Year to 30 June 2025Small company accountsNot audited

Net assets

£807k

<1% from £806k

Cash at bank

£24.5k

−96% from £609k

Employees (average)

1

−50% from 2

Owed within a year

£52.9k

+20% from £44.1k

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
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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 06943677. 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

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

Key events (7) All events (12)

2024

30 July 2024

  • Geoffrey Brian Poland gave up control
  • Mrw Group Holdings Ltd took control (75–100% of shares)

Companies House

2016

25 June 2016

  • Geoffrey Brian Poland took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

2 February 2010

  • Regulated by the Financial Services Authority from this date

FCA register

2009

7 October 2009

  • Became authorised by the FCA

FCA register

24 June 2009

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (7 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Belbury Financial Planning

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like Belbury Financial Planning

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

In Reading

Crowe Financial Planning UK LimitedReadingAuthorisedBluestone Financial Planning LimitedReadingAuthorisedFinli (Thames Valley) LtdReadingSee the registerJ M G Independent Financial AdvisersReadingAuthorisedJanus Financial Consultancy LtdReadingAuthorisedJpm Asset Management LtdReadingAuthorised

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 Belbury Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 4 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 12 events in its history

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Frequently asked questions about this firm

Is Belbury Financial Planning Limited FCA authorised?
Yes, Belbury Financial Planning Limited (FRN 503408) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2009 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Belbury Financial Planning’s phone number?
The FCA register lists the phone number 0118 959 7744 for Belbury Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Belbury Financial Planning a scam or clone?
Belbury 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 Belbury 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 Belbury Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Belbury Financial Planning?
Belbury Financial Planning is owned by Mrw Group Holdings Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 30 July 2024. Before that, it was controlled by Mr Geoffrey Brian Poland.
Who runs Belbury Financial Planning?
Companies House lists one director of Belbury Financial Planning: Geoffrey Brian Poland.
How long has Belbury Financial Planning been in business?
The company was formed on 24 June 2009, and has held its current FCA authorisation since October 2009.
What do Belbury Financial Planning’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £807k (<1% from £806k) and cash at bank of £24.5k (−96% from £609k).
Does Belbury Financial Planning use any other names?
It trades as Stuart Lacey and Associates.

Sources and links

The full report on Belbury Financial Planning Limited

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