Chalfont Financial Planning Limited: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 10 years
Your funds are protected by FSCS
No FCA actions
Active company since 2013
Accounts filed up to 31 December 2025

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.

No website on the FCA register
Phone number

01494 766029
Address

Suite E2, Tower House, Latimer Park, Latimer, Chesham, Buckinghamshire, HP5 1TU, United Kingdom

In the full report: 2 background checks

What kind of line 01494 766029 is, and the other firm that gives it
Who else gives the postcode HP5 1TU

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A 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 apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Complaints Ombudsman, free
You 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: 08469975 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 2 April 2013 (13 years old)
Registered office: Suite E2, Tower House, Latimer Park, Latimer, Chesham, Buckinghamshire, HP5 1TU, England
Nature of business: Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Julian Headland	Director	May 1967	2 Apr 2013	None

In the full report: every company its directors have run

Confirmation that its director runs no other company

Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£54.0k

−20% from £67.7k

Cash at bank

£114k

−8.8% from £125k

Employees (average)

1

Same as 1

Owed within a year

£61.9k

+3.8% from £59.6k

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

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 08469975. 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

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

Key events (4) All events (7)

2016

1 July 2016

Julien Headland took control (75–100% of shares)

Companies House

20 May 2016

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2013

2 April 2013

Incorporated at Companies House

Companies House

In the full report: all 7 events

All 7 events in its history (4 shown here)
Every director appointment and resignation: 1

Firms connected to Chalfont Financial Planning

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

connected firms: 2
share its phone number: 1
share its postcode: 2

In the full report: all 2 connected firms, named

How each is linked: the same phone number (1), the same postcode (2)
Who links each one: the named directors, with dates

Firms like Chalfont Financial Planning

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

In Chesham

Cripps Financial Planning LimitedCheshamAuthorised Masters Financial Planning LtdCheshamAppointed representative

In the Hemel Hempstead (HP) postcode area

Alan Donald & Company LtdTringAuthorised ASTUS Financial Planning LtdBeaconsfieldAuthorised Austyn Smith Associates LimitedBeaconsfieldAuthorised Bespoke Wealth Solutions LimitedBeaconsfieldAuthorised

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 Chalfont 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
2 background checks on its contact details
7 years of accounts, charted
All 7 events in its history
2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Chalfont Financial Planning Limited FCA authorised?

Yes, Chalfont Financial Planning Limited (FRN 717296) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Chalfont Financial Planning’s phone number?

The FCA register lists the phone number 01494 766029 for Chalfont Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.

Is Chalfont Financial Planning a scam or clone?

Chalfont 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 Chalfont Financial Planning?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Chalfont Financial Planning to the Financial Ombudsman Service, free of charge.

Who owns Chalfont Financial Planning?

Companies House lists one person with significant control of Chalfont Financial Planning: Mr Julien Headland (75–100% of shares).

Who runs Chalfont Financial Planning?

Companies House lists one director of Chalfont Financial Planning: Julian Headland.

How long has Chalfont Financial Planning been in business?

The company was formed on 2 April 2013, and has held its current FCA authorisation since May 2016.

What do Chalfont Financial Planning’s latest accounts show?

Its latest accounts, to 31 December 2025, show net assets of £54.0k (−20% from £67.7k) and cash at bank of £114k (−8.8% from £125k).