BHP Financial Planning Limited
Reference number: 191336
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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.
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Phone number
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Address
Albert Works, 71 Sidney Street, Sheffield, South Yorkshire, S1 4RG, United Kingdom
In the full report: 3 background checks
- When bhp.co.uk first appeared online, and whether it can receive email
- What kind of line 0113 483 0093 is
- Who else gives the postcode S1 4RG
Other names (1)
If you were contacted under any of these names, it is this firm.
- BHP Financial Services Limited Former name: A name it was registered under before.
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.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- 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 (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
- Credit Broking
- 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
- 03833962 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 31 August 1999 (27 years old)
- Registered office
- Albert Works C/O Bhp, Sidney Street, Sheffield, S1 4RG, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Joy Michelle Clegg | Director | Sep 1965 | 1 May 2011 | 5 other companies |
| Nicholas Charles Scott Brier | Director | Feb 1969 | 23 Jun 2011 | None |
| Lisa Ann Leighton | Director | Aug 1973 | 2 Aug 2023 | 18 other companies |
| Hamish Moir Morrison | Director | Apr 1974 | 2 Aug 2023 | 13 other companies |
Other companies run by these 4 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
- 22
- closed down
- 14
- went insolvent
- 1
In the full report: all 22 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- The one that went into liquidation or administration
- The one on the FCA register, including one no longer authorised
- The 12 companies these 4 directors run together
- All 13 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£931k
+101% from £462k
Cash at bank
£711k
+296% from £179k
Employees (average)
21
+17% from 18
Owed within a year
£770k
+4.6% from £737k
Assets and liabilities
In the full report: all 5 years of accounts
- Every year from 2020 to 2024
- 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.
Accounts filed at Companies House for company 03833962. 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
BHP Financial Planning’s history from the FCA register and Companies House, newest first.
2025
18 February 2025
- Bhp Financial Planning Topco Limited became the majority owner (50–75% of shares)
- Hamish Moir Morrison gave up control
- Lisa Ann Leighton gave up control
Companies House
2023
2 August 2023
- Hamish Moir Morrison took control (75–100% of shares)
- Lisa Ann Leighton took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2011
1 July 2011
- Changed its registered name from "BHP Financial Services Limited"
FCA register
23 February 2011
- Board replaced: both directors left and 2 new directors took over
Companies House
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
2000
20 March 2000
- Regulated by the Personal Investment Authority from this date
FCA register
1999
31 August 1999
- Incorporated at Companies House
Companies House
In the full report: all 37 events
- All 37 events in its history (12 shown here)
- Every director appointment and resignation: 20
Firms connected to BHP Financial Planning
Other FCA-listed firms that share a director, phone number or address with BHP Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- no longer authorised
- 1
- share a director
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1)
- Who links it to this firm: the named directors, with dates
Firms like BHP Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Sheffield
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 BHP Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 22 other companies its directors have run, named
- 3 background checks on its contact details
- 5 years of accounts, charted
- All 37 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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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