Bluestone Financial Planning Limited

Reference number: 966977

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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

    07771 897680

  • Address

    Bluestone Financial Planning Ltd, Merlin House, Commerce Park, Brunel Road, Reading, West Berkshire, RG7 4AB, United Kingdom

In the full report: 2 background checks

  • What kind of line 07771 897680 is
  • Who else gives the postcode RG7 4AB
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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.
  • 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 (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
  • 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 status
Active
Company type
Private limited company
Incorporated
21 September 2021 (5 years old)
Registered office
Merlin House, Brunel Road, Reading, Berkshire, RG7 4AB, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Derek Langton Director Jan 1978 21 Sep 2021 1 other company
Lisa Langton Secretary Not published 21 Sep 2021 –

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 company
1
closed down
1

In the full report: all 1 company, 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
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Filed accounts and finances

Year to 30 September 2025Small company accountsNot audited

Total equity

£146k

+2.8% from £142k

Cash at bank

£200k

<1% from £201k

Employees (average)

6

−14% from 7

Owed within a year

£111k

+34% from £82.8k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 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 13633880. 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

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

2022

9 May 2022

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2021

21 September 2021

  • Incorporated at Companies House
  • Derek Langton took control (75–100% of shares)

Companies House

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Bluestone Financial Planning

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

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Bluestone Financial Planning

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

In Reading

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 Bluestone Financial Planning

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

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • 4 years of accounts, charted
  • All 7 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Bluestone Financial Planning Limited FCA authorised?
Yes, Bluestone Financial Planning Limited (FRN 966977) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2022 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Bluestone Financial Planning’s phone number?
The FCA register lists the phone number 07771 897680 for Bluestone Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Bluestone Financial Planning a scam or clone?
Bluestone 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 Bluestone 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 Bluestone Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Bluestone Financial Planning?
Companies House lists one person with significant control of Bluestone Financial Planning: Derek Langton (75–100% of shares).
Who runs Bluestone Financial Planning?
Companies House lists one director of Bluestone Financial Planning: Derek Langton.
How long has Bluestone Financial Planning been in business?
The company was formed on 21 September 2021, and has held its current FCA authorisation since May 2022.
What do Bluestone Financial Planning’s latest accounts show?
Its latest accounts, to 30 September 2025, show total equity of £146k (+2.8% from £142k) and cash at bank of £200k (<1% from £201k).

Sources and links

The full report on Bluestone Financial Planning Limited

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