Casey Financial Planning Limited

Reference number: 944939

Instant download

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.
  • Casey Financial Planning Limited (FRN 944939) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Casey Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Casey 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 caseyfinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 07792 849982 is
  • Who else gives the postcode B47 5RB
Instant PDF download

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
08082892
Company status
Active
Company type
Private limited company
Incorporated
25 May 2012 (14 years old)
Registered office
Houndsfield Cottage 24 Silver Birch Drive, Hollywood, Birmingham, B47 5RB, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Ciaran Joseph Casey Director Sep 1983 25 May 2012 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
Instant PDF download

Filed accounts and finances

Year to 31 May 2025Micro-entity accountsNot audited

Net assets

£7,502

+274% from £2,004

Employees (average)

3

Same as 3

Owed within a year

£30.1k

+12% from £26.9k

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
Instant PDF download
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 08082892. 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

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

2021

15 February 2021

  • Became an appointed representative
  • Began trading as "Casey Financial Planning"

FCA register

2016

6 April 2016

  • Ciaran Casey took control (75–100% of shares)

Companies House

2012

25 May 2012

  • Incorporated at Companies House
  • Ciaran Joseph Casey appointed as a director

Companies House

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

Firms like Casey Financial Planning

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

In Birmingham

Affinity Business Services LimitedBirminghamAppointed representativeAndrzej GarwolinskiBirminghamAppointed representativeAtkins Wealth Consultancy LtdBirminghamAppointed representativeBetter Invest Direct limitedBirminghamAppointed representativeCarlatton Capital LimitedBirminghamAppointed representativeCedar Wealth Planning LtdBirminghamAppointed 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 Casey Financial Planning

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 5 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Casey Financial Planning Limited FCA authorised?
Casey Financial Planning Limited (FRN 944939) 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 Casey 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. Casey Financial Planning Limited (FRN 944939) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Casey Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Casey 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 Casey Financial Planning’s phone number and website?
The FCA register lists the phone number 07792 849982 and the website caseyfinancial.co.uk for Casey Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Casey Financial Planning a scam or clone?
Casey 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 Casey Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Casey Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Casey Financial Planning?
Companies House lists one person with significant control of Casey Financial Planning: Mr Ciaran Casey (75–100% of shares).
Who runs Casey Financial Planning?
Companies House lists one director of Casey Financial Planning: Ciaran Joseph Casey.
How long has Casey Financial Planning been in business?
The company was formed on 25 May 2012.
What do Casey Financial Planning’s latest accounts show?
Its latest accounts, to 31 May 2025, show net assets of £7,502 (+274% from £2,004).

Sources and links

The full report on Casey Financial Planning Limited

£19.99 · Instant PDF download

Loading secure checkout…