CFM Financial Planning Ltd

Reference number: 623144

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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

HL Partnership Limited Reference number: 303397 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.
  • CFM Financial Planning Ltd (FRN 623144) is an AR of HL Partnership Limited (FRN 303397). When you use CFM Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from CFM 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 cfmfinancialplanning.co.uk first appeared online, and whether it can receive email
  • What kind of line 01737 779427 is
  • Who else gives the postcode RH1 6DP
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through HL Partnership 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
08927586
Company status
Active
Company type
Private limited company
Incorporated
7 March 2014 (12 years old)
Registered office
12 Earlsbrook Road, Earlswood, Redhill, Surrey, RH1 6DP, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Sean Alexander Mcsorley Director Jan 1981 7 Mar 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
closed down
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
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£57.9k

+34% from £43.4k

Employees (average)

1

Same as 1

Owed within a year

£16.7k

+86% from £8,964

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 08927586. 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

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

2022

4 April 2022

  • Began trading as "CFM Financial Planning"

FCA register

2017

7 March 2017

  • Sean Alexander McSorley took control (75–100% of shares)

Companies House

2014

12 May 2014

  • Became an appointed representative

FCA register

7 March 2014

  • Incorporated at Companies House
  • Sean Alexander McSorley appointed as a director

Companies House

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

Firms like CFM Financial Planning

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

In Redhill

Ajay SonatunRedhillAppointed representativeAlan NorrisRedhillAppointed representativeDonna MatthewsRedhillAppointed representativeSt Julien Financial Planning LimitedRedhillAppointed representativeCameron Reeves Financial Planning LimitedRedhillAuthorisedCLB Financial Consulting LimitedRedhillAuthorised

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 CFM 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 5 events in its history

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Frequently asked questions about this firm

Is CFM Financial Planning Ltd FCA authorised?
CFM Financial Planning Ltd (FRN 623144) 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 CFM 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. CFM Financial Planning Ltd (FRN 623144) is an AR of HL Partnership Limited (FRN 303397). When you use CFM Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from CFM 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 CFM Financial Planning’s phone number and website?
The FCA register lists the phone number 01737 779427 and the website cfmfinancialplanning.co.uk for CFM Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is CFM Financial Planning a scam or clone?
CFM 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 CFM Financial Planning?
Protection works through HL Partnership Limited, the principal firm responsible for CFM Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns CFM Financial Planning?
Companies House lists one person with significant control of CFM Financial Planning: Mr Sean Alexander McSorley (75–100% of shares).
Who runs CFM Financial Planning?
Companies House lists one director of CFM Financial Planning: Sean Alexander McSorley.
How long has CFM Financial Planning been in business?
The company was formed on 7 March 2014.
What do CFM Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £57.9k (+34% from £43.4k).

Sources and links

The full report on CFM Financial Planning Ltd

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