Braitch Financial Planning Ltd

Reference number: 1043842

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Vision Independent Financial Planning Ltd Reference number: 487395 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Braitch Financial Planning Ltd (FRN 1043842) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use Braitch Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Braitch Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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

    07738 375193

  • Address

    25 Ennerdale Road, Tettenhall, Wolverhampton, Wolverhampton, WV6 9DH, United Kingdom

In the full report: 2 background checks

  • What kind of line 07738 375193 is
  • Who else gives the postcode WV6 9DH
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Vision Independent Financial Planning Ltd, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
15103144
Company status
Active
Company type
Private limited company
Incorporated
29 August 2023 (3 years old)
Registered office
25 Ennerdale Road, Tettenhall, Wolverhampton, WV6 9DH, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Jtinder Braitch Director Sep 1972 29 Aug 2023 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 August 2025Dormant company accountsNot audited

Net assets

£1

Same as £1

These accounts were filed as dormant: the company reported no significant trading in the period.

Net assets

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 15103144. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

2025

26 November 2025

  • Became an appointed representative

FCA register

2023

29 August 2023

  • Incorporated at Companies House
  • Jtinder Braitch took control (75–100% of shares)
  • Jtinder Braitch appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Braitch Financial Planning

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

In Wolverhampton

Abacus Wealth Services LimitedWolverhamptonAppointed representativeAJI Financial Planning LtdWolverhamptonAppointed representativeAstute Financial Planning LimitedWolverhamptonAppointed representativeCaptain Adrian GoldsbroughWolverhamptonAppointed representativeDamon Scott PikeWolverhamptonAppointed representativeDBS Financial Associates LtdWolverhamptonAppointed 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 Braitch Financial Planning

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

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • All 4 events in its history

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Frequently asked questions about this firm

Is Braitch Financial Planning Ltd FCA authorised?
Braitch Financial Planning Ltd (FRN 1043842) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Braitch Financial Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Braitch Financial Planning Ltd (FRN 1043842) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use Braitch Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Braitch Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Braitch Financial Planning’s phone number?
The FCA register lists the phone number 07738 375193 for Braitch Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Braitch Financial Planning a scam or clone?
Braitch 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 Braitch Financial Planning?
Protection works through Vision Independent Financial Planning Ltd, the principal firm responsible for Braitch Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Braitch Financial Planning?
Companies House lists one person with significant control of Braitch Financial Planning: Mr Jtinder Braitch (75–100% of shares).
Who runs Braitch Financial Planning?
Companies House lists one director of Braitch Financial Planning: Jtinder Braitch.
How long has Braitch Financial Planning been in business?
The company was formed on 29 August 2023.
What do Braitch Financial Planning’s latest accounts show?
Its latest accounts, to 31 August 2025, show net assets of £1 (same as £1).

Sources and links

The full report on Braitch Financial Planning Ltd

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