C. Alexander Financial Planning Limited

Reference number: 622387

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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 calexander.co.uk first appeared online, and whether it can receive email
  • What kind of line 0115 969 3400 is
  • Who else gives the postcode NG5 1GN
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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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • 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
  • Credit Broking
  • 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
08984405
Company status
Active
Company type
Private limited company
Incorporated
8 April 2014 (12 years old)
Registered office
15 Foster Avenue Beeston, Nottingham, NG9 1AE
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Samantha Tracey Brown Director Mar 1973 1 Sep 2014 1 other company

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
still active
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
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2026Micro-entity accountsNot audited

Net assets

£416k

+15% from £361k

Owed within a year

£49.4k

−20% from £61.5k

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 08984405. 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

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

Key events (8) All events (15)

2022

16 December 2022

  • David Phillip Picker stopped being a part-owner
  • Margaret Jean Picker stopped being a part-owner
  • Samson Wealth Management Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • David Phillip Picker became a part-owner (25–50% of shares)
  • Margaret Jean Picker became a part-owner (25–50% of shares)

Companies House

2014

1 July 2014

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

FCA register

8 April 2014

  • Incorporated at Companies House

Companies House

In the full report: all 15 events

  • All 15 events in its history (8 shown here)
  • Every director appointment and resignation: 5
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Firms connected to C. Alexander Financial Planning

Other FCA-listed firms that share a director, phone number or address with C. Alexander 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
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Firms like C. Alexander Financial Planning

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

In Nottingham

AVA Wealth LtdNottinghamAuthorisedBalance: Wealth Planning LimitedNottinghamAuthorisedBEST Wealth Management LtdNottinghamSee the registerBlowfish Financial Services LimitedNottinghamAuthorisedBlueJay Financial Planning LtdNottinghamAuthorisedBradstock Bourne LimitedNottinghamAuthorised

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 C. Alexander 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
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 15 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is C. Alexander Financial Planning Limited FCA authorised?
Yes, C. Alexander Financial Planning Limited (FRN 622387) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is C. Alexander Financial Planning’s phone number and website?
The FCA register lists the phone number 0115 969 3400 and the website calexander.co.uk for C. Alexander Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is C. Alexander Financial Planning a scam or clone?
C. Alexander 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 C. Alexander 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 C. Alexander Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns C. Alexander Financial Planning?
C. Alexander Financial Planning is owned by Samson Wealth Management Limited, which holds 75–100% of shares and 75–100% of votes, since 16 December 2022. Before that, it was controlled by Mr David Phillip Picker and Mrs Margaret Jean Picker.
Who runs C. Alexander Financial Planning?
Companies House lists one director of C. Alexander Financial Planning: Samantha Tracey Brown.
How long has C. Alexander Financial Planning been in business?
The company was formed on 8 April 2014, and has held its current FCA authorisation since July 2014.
What do C. Alexander Financial Planning’s latest accounts show?
Its latest accounts, to 30 April 2026, show net assets of £416k (+15% from £361k).

Sources and links

The full report on C. Alexander Financial Planning Limited

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