Caliber Financial Planning Limited

Reference number: 524454

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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

Caliber Financial Associates Limited Reference number: 211875 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.
  • Caliber Financial Planning Limited (FRN 524454) is an AR of Caliber Financial Associates Limited (FRN 211875). When you use Caliber Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Caliber 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.

In the full report: 3 background checks

  • When caliber-financial.co.uk first appeared online, and whether it can receive email
  • What kind of line 01844 351929 is
  • Who else gives the postcode OX39 4HB
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Other names (1)

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

  • Caliber Financial Planning Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Caliber Financial Associates Limited, 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
06985997
Company status
Active
Company type
Private limited company
Incorporated
10 August 2009 (17 years old)
Registered office
Appletree House, 28 Oakley Road, Chinnor, Oxfordshire, OX39 4HB
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Iain Donald Rankin Director Oct 1962 10 Aug 2009 1 other company
Tracey Lorraine Rankin Director Jun 1965 10 Aug 2009 1 other company
Tracey Lorraine Rankin Secretary Not published 10 Aug 2009 1 other company

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 company
1
closed down
1
run together
1

In the full report: all 1 company, 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
  • The 1 company these 2 directors run together
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Net assets

£795k

+35% from £587k

Employees (average)

7

−13% from 8

Owed within a year

£135k

+56% from £86.0k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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 06985997. 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

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

2026

15 May 2026

  • Changed its registered name from "Caliber Financial Planning Ltd"

FCA register

2016

6 April 2016

  • Iain Donald Rankin became a part-owner (25–50% of shares)
  • Tracey Lorraine Rankin became a part-owner (25–50% of shares)

Companies House

2010

21 May 2010

  • Became an appointed representative

FCA register

2009

10 August 2009

  • Incorporated at Companies House
  • Iain Donald Rankin appointed as a director
  • Tracey Lorraine Rankin appointed as a director

Companies House

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

Firms like Caliber Financial Planning

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

In Chinnor

Paul JohnsonChinnorAppointed representativeYellow Bear Financial Consultancy LLPChinnorAuthorisedSomnium Financial Planning LtdChinnorAuthorised

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 Caliber 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 7 events in its history

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Frequently asked questions about this firm

Is Caliber Financial Planning Limited FCA authorised?
Caliber Financial Planning Limited (FRN 524454) 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 Caliber 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. Caliber Financial Planning Limited (FRN 524454) is an AR of Caliber Financial Associates Limited (FRN 211875). When you use Caliber Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Caliber 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 Caliber Financial Planning’s phone number and website?
The FCA register lists the phone number 01844 351929 and the website caliber-financial.co.uk for Caliber Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Caliber Financial Planning a scam or clone?
Caliber 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 Caliber Financial Planning?
Protection works through Caliber Financial Associates Limited, the principal firm responsible for Caliber Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Caliber Financial Planning?
Companies House lists 2 people with significant control of Caliber Financial Planning: Mr Iain Donald Rankin (25–50% of shares) and Mrs Tracey Lorraine Rankin (25–50% of shares).
Who runs Caliber Financial Planning?
Companies House lists 2 directors of Caliber Financial Planning: Iain Donald Rankin and Tracey Lorraine Rankin.
How long has Caliber Financial Planning been in business?
The company was formed on 10 August 2009.
What do Caliber Financial Planning’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £795k (+35% from £587k).
Does Caliber Financial Planning use any other names?
It has previously used the name Caliber Financial Planning Ltd.

Sources and links

The full report on Caliber Financial Planning Limited

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