Bourlet Financial Planning Limited

Reference number: 229328

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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.

In the full report: 3 background checks

  • When bourletconsulting.com first appeared online, and whether it can receive email
  • What kind of line 01249 903000 is
  • Who else gives the postcode SN13 0RP
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Other names (2)

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

  • Bourlet Consulting Trading name
  • Bourlet Wealth Management Former 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (8 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
  • Credit Broking
  • Dealing in investments as agent
  • 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
04939170
Company status
Active
Company type
Private limited company
Incorporated
21 October 2003 (23 years old)
Registered office
Hartham Park, Corsham, Wiltshire, SN13 0RP
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Roger Murray Bourlet Director Jun 1967 21 Oct 2003 3 other companies
Michelle Ruth Bourlet Director Feb 1969 11 Apr 2026 None
Michelle Ruth Bourlet Secretary Not published 21 Oct 2003 –

Other companies run by these 2 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 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£228k

−50% from £456k

Cash at bank

£192k

−59% from £467k

Employees (average)

13

+8.3% from 12

Owed within a year

£151k

−25% from £202k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 04939170. 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

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

Key events (9) All events (21)

2025

2 April 2025

  • Bourlet Holdings Limited took control (75–100% of shares)
  • Michelle Ruth Bourlet stopped being a part-owner
  • Roger Murray Bourlet stopped being a part-owner

Companies House

2016

6 April 2016

  • Michelle Ruth Bourlet became a part-owner (25–50% of shares)
  • Roger Murray Bourlet became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

5 February 2004

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2003

21 October 2003

  • Incorporated at Companies House

Companies House

In the full report: all 21 events

  • All 21 events in its history (9 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Bourlet Financial Planning

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

connected firms
5
share its postcode
5

In the full report: all 5 connected firms, named

  • How each is linked: the same postcode (5)
  • Who links each one: the named directors, with dates
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Firms like Bourlet Financial Planning

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

In Corsham

CBFP UK LtdCorshamAuthorisedFresh Perspective Financial Planning LtdCorshamAuthorisedIntegrated Financial Solutions LimitedCorshamSee the registerMayne Solutions LimitedCorshamAuthorisedCalon Wealth Management LtdCorshamAppointed representativeCatalyst Financial Consulting LLPCorshamAppointed representative

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 Bourlet Financial Planning

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 21 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Bourlet Financial Planning Limited FCA authorised?
Yes, Bourlet Financial Planning Limited (FRN 229328) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2004 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Bourlet Financial Planning’s phone number and website?
The FCA register lists the phone number 01249 903000 and the website bourletconsulting.com for Bourlet Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Bourlet Financial Planning a scam or clone?
Bourlet 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 Bourlet 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 Bourlet Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Bourlet Financial Planning?
Bourlet Financial Planning is owned by Bourlet Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 2 April 2025. Before that, it was controlled by Mrs Michelle Ruth Bourlet and Mr Roger Murray Bourlet.
Who runs Bourlet Financial Planning?
Companies House lists 2 directors of Bourlet Financial Planning: Roger Murray Bourlet and Michelle Ruth Bourlet.
How long has Bourlet Financial Planning been in business?
The company was formed on 21 October 2003, and has held its current FCA authorisation since February 2004.
What do Bourlet Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £228k (−50% from £456k) and cash at bank of £192k (−59% from £467k).
Does Bourlet Financial Planning use any other names?
It trades as Bourlet Consulting. It has previously used the name Bourlet Wealth Management.

Sources and links

The full report on Bourlet Financial Planning Limited

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