Brilliance Financial Planning Limited

Reference number: 489357

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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 brilliancefp.com first appeared online, and whether it can receive email
  • What kind of line 020 7099 8608 is
  • Who else gives the postcode HP22 6EQ
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Other names (1)

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

  • Novatis Asset Management Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · 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.
  • 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.
  • 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 P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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
06552147
Company status
Active
Company type
Private limited company
Incorporated
1 April 2008 (18 years old)
Registered office
C/O Andrew Miller & Co Stratton Cleeve, Cheltenham Road, Cirencester, Gloucestershire, GL7 2JD, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Duncan Reginald Miles Director Dec 1975 1 Apr 2008 2 other companies
Scott Robert Taylor Director Oct 1963 1 Apr 2008 7 other companies
Susi Taylor Director Jul 1967 1 Apr 2008 8 other companies

Other companies run by these 3 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
9
closed down
7
run together
6

In the full report: all 9 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 6 companies these 3 directors run together
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£116k

+22% from £95.3k

Employees (average)

5

+25% from 4

Owed within a year

£85.5k

−18% from £104k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 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 06552147. 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

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

Key events (8) All events (18)

2016

6 April 2016

  • Duncan Reginald Miles became a part-owner (25–50% of shares)
  • Scott Robert Taylor became a part-owner (25–50% of shares)
  • Susi Taylor became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

5 May 2009

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2 January 2009

  • Became authorised by the FCA

FCA register

2008

24 September 2008

  • Regulated by the Financial Services Authority from this date

FCA register

1 April 2008

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (8 shown here)
  • Every director appointment and resignation: 5
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Firms like Brilliance Financial Planning

Other firms of the same type (investment or fund manager), nearest first.

In Aylesbury

Davis Financial Consulting LimitedAylesburyAppointed representativeQW Invest LLPAylesburyAppointed representativeJ Rothschild Services LimitedAylesburyAppointed 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 Brilliance Financial Planning

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

  • 9 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 18 events in its history

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Frequently asked questions about this firm

Is Brilliance Financial Planning Limited FCA authorised?
Yes, Brilliance Financial Planning Limited (FRN 489357) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2009 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Brilliance Financial Planning’s phone number and website?
The FCA register lists the phone number 020 7099 8608 and the website brilliancefp.com for Brilliance Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Brilliance Financial Planning a scam or clone?
Brilliance 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 Brilliance 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 Brilliance Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Brilliance Financial Planning?
Companies House lists 3 people with significant control of Brilliance Financial Planning: Mr Scott Robert Taylor (25–50% of shares), Mrs Susi Taylor (25–50% of shares) and Mr Duncan Reginald Miles (25–50% of shares).
Who runs Brilliance Financial Planning?
Companies House lists 3 directors of Brilliance Financial Planning: Duncan Reginald Miles, Scott Robert Taylor and Susi Taylor.
How long has Brilliance Financial Planning been in business?
The company was formed on 1 April 2008, and has held its current FCA authorisation since January 2009.
What do Brilliance Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £116k (+22% from £95.3k).
Does Brilliance Financial Planning use any other names?
It has previously used the name Novatis Asset Management.

Sources and links

The full report on Brilliance Financial Planning Limited

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