Capital Planning Partners (Holdings) Ltd

Reference number: 1030521

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Capital Planning Partners (Holdings) Ltd (FRN 1030521) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Capital Planning Partners (Holdings)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Capital Planning Partners (Holdings), 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 capitalplanningpartners.co.uk first appeared online, and whether it can receive email
  • What kind of line 01420 549334 is
  • Who else gives the postcode GU34 1BX
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Other names (1)

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

  • Capital Planning Partners Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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
16087845
Company status
Active
Company type
Private limited company
Incorporated
19 November 2024 (1 year old)
Registered office
Winterton House First Floor, High Street, Westerham, TN16 1AQ, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel Leslie Burns Director Jan 1980 13 Feb 2025 2 other companies
Barry Roy Williamson Director Apr 1972 13 Feb 2025 None

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 companies
2
closed down
1
still active
1

In the full report: all 2 companies, 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
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

7 months to 22 June 2025Dormant company accountsNot audited

Net assets

£300

No earlier figure to compare

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

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 16087845. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Capital Planning Partners (Holdings)’s history from the FCA register and Companies House, newest first.

Key events (8) All events (15)

2025

23 June 2025

  • Alison Mary Pask became a part-owner (25–50% of shares)
  • Daniel Leslie Burns stopped being a part-owner

Companies House

2 April 2025

  • Became an appointed representative

FCA register

13 February 2025

  • Barry Roy Williamson became a part-owner (25–50% of shares)
  • Daniel Leslie Burns became a part-owner (25–50% of shares)
  • Martyn Pask gave up control

Companies House

2024

19 November 2024

  • Incorporated at Companies House
  • Martyn Pask took control (75–100% of shares)

Companies House

In the full report: all 15 events

  • All 15 events in its history (8 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Capital Planning Partners (Holdings)

Other FCA-listed firms that share a director, phone number or address with Capital Planning Partners (Holdings). A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
no longer authorised
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 Capital Planning Partners (Holdings)

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

In Alton

Atticus Financial Planning LtdAltonAppointed representativeLainston Wealth Management LimitedAltonAppointed representativeOakpath Financial Planning LtdAltonAppointed representativeNigel Green Wealth Management LimitedAltonAppointed representativeAll Aspects Financial Planning LimitedAltonAuthorisedBourne Independent Financial Advisers LimitedAltonAuthorised

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 Capital Planning Partners (Holdings)

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 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 Capital Planning Partners (Holdings) Ltd FCA authorised?
Capital Planning Partners (Holdings) Ltd (FRN 1030521) 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 Capital Planning Partners (Holdings)?
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. Capital Planning Partners (Holdings) Ltd (FRN 1030521) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Capital Planning Partners (Holdings)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Capital Planning Partners (Holdings), 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 Capital Planning Partners (Holdings)’s phone number and website?
The FCA register lists the phone number 01420 549334 and the website capitalplanningpartners.co.uk for Capital Planning Partners (Holdings). If you were given different contact details, use these to check with the firm before going any further.
Is Capital Planning Partners (Holdings) a scam or clone?
Capital Planning Partners (Holdings) 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 Capital Planning Partners (Holdings)?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Capital Planning Partners (Holdings)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Capital Planning Partners (Holdings)?
Companies House lists 2 people with significant control of Capital Planning Partners (Holdings): Mrs Alison Mary Pask (25–50% of shares) and Mr Barry Roy Williamson (25–50% of shares). Before that, it was controlled by Mr Daniel Leslie Burns and Mr Martyn Pask.
Who runs Capital Planning Partners (Holdings)?
Companies House lists 2 directors of Capital Planning Partners (Holdings): Daniel Leslie Burns and Barry Roy Williamson.
How long has Capital Planning Partners (Holdings) been in business?
The company was formed on 19 November 2024.
What do Capital Planning Partners (Holdings)’s latest accounts show?
Its latest accounts, to 22 June 2025, show net assets of £300 (no earlier figure to compare).
Does Capital Planning Partners (Holdings) use any other names?
It trades as Capital Planning Partners.

Sources and links

The full report on Capital Planning Partners (Holdings) Ltd

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