Burfield Financial Planning Limited
Reference number: 521077
Instant download
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
Burfield Financial Planning Ltd, 1 Royal Court, Gadbrook Way, Gadbrook Park, Northwich, Cheshire West And Chester, CW9 7UT, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When burfieldfp.co.uk first appeared online, and whether it can receive email
- What kind of line 01606 839720 is
- Who else gives the postcode CW9 7UT
Other names (2)
If you were contacted under any of these names, it is this firm.
- Happy2Advise Former trading name: A name it used to trade under.
- pensionsadviceuk Former trading name: A name it used to trade under.
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.
- 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 (4 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
- 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
- 07177075 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 3 March 2010 (16 years old)
- Registered office
- 1 Royal Court Gadbrook Park, Rudheath, Northwich, CW9 7UT, 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 |
|---|---|---|---|---|
| Peter Martin Jenkins | Director | Feb 1970 | 1 Apr 2014 | 3 other companies |
| Ashley James Clark | Director | Mar 1992 | 6 Feb 2024 | 1 other company |
| David Adam Parker | Director | Apr 1985 | 6 Feb 2024 | 1 other company |
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
- 4
- closed down
- 1
- run together
- 1
In the full report: all 4 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 1 company these 3 directors run together
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£689k
+8.7% from £634k
Cash at bank
£439k
+21% from £362k
Employees (average)
11
Same as 11
Owed within a year
£153k
+18% from £130k
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
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 07177075. 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
Burfield Financial Planning’s history from the FCA register and Companies House, newest first.
2023
20 September 2023
- Burfield Fp Holdings Ltd became a part-owner (25–50% of shares)
- Christopher Dando stopped being a part-owner
Companies House
2017
1 February 2017
- Christopher Dando became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2010
22 October 2010
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
3 March 2010
- Incorporated at Companies House
Companies House
In the full report: all 21 events
- All 21 events in its history (7 shown here)
- Every director appointment and resignation: 7
Firms connected to Burfield Financial Planning
Other FCA-listed firms that share a director, phone number or address with Burfield Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Burfield Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Northwich
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 Burfield Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 4 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 6 years of accounts, charted
- All 21 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