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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No website on the FCA register
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Phone number
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Address
Foresight I F P Ltd, Suite 3, Richmond House 1a, Heath Road, Altrincham, Trafford, WA14 2XP, United Kingdom
In the full report: 2 background checks
- What kind of line 0161 926 9350 is, and the other firm that gives it
- Who else gives the postcode WA14 2XP
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
- 08010365 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 28 March 2012 (14 years old)
- Registered office
- Richmond House 1a Heath Road, Hale, Altrincham, Cheshire, WA14 2XP, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Simon Warwick Booth | Director | Jan 1964 | 8 Feb 2024 | 8 other companies |
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 companies
- 8
- closed down
- 2
- is FCA-registered
- 1
In the full report: all 8 companies, 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
- The one on the FCA register
- All 7 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
£199k
No earlier figure to compare
Cash at bank
£302k
No earlier figure to compare
Employees (average)
8
No earlier figure to compare
Owed within a year
£124k
No earlier figure to compare
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 08010365. 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
Cassons Financial Planning’s history from the FCA register and Companies House, newest first.
2025
20 March 2025
- Claret F P H Limited gave up control
- Foresight Wealth Group Limited took control (75–100% of shares)
Companies House
2024
8 February 2024
- Board replaced: all 5 directors left and a new director took over
Companies House
2016
6 April 2016
- Claret F P H Limited took control (75–100% of shares)
Companies House
2014
2 January 2014
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2012
28 March 2012
- Incorporated at Companies House
Companies House
In the full report: all 22 events
- All 22 events in its history (7 shown here)
- Every director appointment and resignation: 13
Firms connected to Cassons Financial Planning
Other FCA-listed firms that share a director, phone number or address with Cassons Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- share its phone number
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Cassons Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Altrincham
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 Cassons Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 8 other companies its directors have run, named
- 2 background checks on its contact details
- All 22 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