Chalk Farm Financial Planning Ltd

Reference number: 751106

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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.
  • Chalk Farm Financial Planning Ltd (FRN 751106) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Chalk Farm Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Chalk Farm 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 chalkfarmfinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 01760 444000 is
  • Who else gives the postcode PE32 1HY
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Other names (2)

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

  • Jonathan Smith Former name
  • Chalk Farm Financial Plannin Former 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
11086579
Company status
Active
Company type
Private limited company
Incorporated
28 November 2017 (8 years old)
Registered office
9-10 The Crescent, Wisbech, Cambridgeshire, PE13 1EH, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan Philip Smith Director Apr 1984 28 Nov 2017 None
Kylie Avril Smith Secretary Not published 2 Jan 2019 –

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£391k

+7.1% from £365k

Employees (average)

4

Same as 4

Owed within a year

£156k

−11% from £176k

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 11086579. 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

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

Key events (5) All events (10)

2018

1 June 2018

  • Kylie Avril Smith became a part-owner (25–50% of shares)

Companies House

10 January 2018

  • Changed its registered name from "Jonathan Smith"

FCA register

2017

28 November 2017

  • Incorporated at Companies House
  • Jonathan Philip Smith became the majority owner (50–75% of shares)

Companies House

2016

28 June 2016

  • Became an appointed representative

FCA register

In the full report: all 10 events

  • All 10 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Chalk Farm Financial Planning

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

connected firm
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 Chalk Farm Financial Planning

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

In King's Lynn

David IrvingKing's LynnAppointed representativeDominic HughesKing's LynnAppointed representativeHayley Steeles Financial Planning LimitedKing's LynnAppointed representativeJ & E AllenKing's LynnAppointed representativeMacLean Securities LimitedKing's LynnAppointed representativeNathanial SimsKing's LynnAppointed 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 Chalk Farm 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
  • 7 years of accounts, charted
  • All 10 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Chalk Farm Financial Planning Ltd FCA authorised?
Chalk Farm Financial Planning Ltd (FRN 751106) 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 Chalk Farm 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. Chalk Farm Financial Planning Ltd (FRN 751106) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Chalk Farm Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Chalk Farm 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 Chalk Farm Financial Planning’s phone number and website?
The FCA register lists the phone number 01760 444000 and the website chalkfarmfinancial.co.uk for Chalk Farm Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Chalk Farm Financial Planning a scam or clone?
Chalk Farm 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 Chalk Farm Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Chalk Farm Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Chalk Farm Financial Planning?
Companies House lists 2 people with significant control of Chalk Farm Financial Planning: Mr Jonathan Philip Smith (50–75% of shares) and Mrs Kylie Avril Smith (25–50% of shares).
Who runs Chalk Farm Financial Planning?
Companies House lists one director of Chalk Farm Financial Planning: Jonathan Philip Smith.
How long has Chalk Farm Financial Planning been in business?
The company was formed on 28 November 2017.
What do Chalk Farm Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £391k (+7.1% from £365k).
Does Chalk Farm Financial Planning use any other names?
It has previously used 2 other names: Jonathan Smith and Chalk Farm Financial Plannin.

Sources and links

The full report on Chalk Farm Financial Planning Ltd

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