Charles Dickson Financial Planning LLP

Reference number: 515015

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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.

In the full report: 3 background checks

  • When cdfp-ifa.co.uk first appeared online, and whether it can receive email
  • What kind of line 01428 608803 is
  • Who else gives the postcode GU10 2LJ
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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.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (11 permissions)
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • 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
OC350153
Company status
Active
Company type
Limited liability partnership
Incorporated
18 November 2009 (16 years old)
Registered office
Baidland, Hale House Lane, Churt, Surrey, GU10 2LJ, United Kingdom

Directors and company secretaries

Name Role Born Appointed Other companies
Charles John Dickson LLP designated member Jun 1951 18 Nov 2009 None
Gillian Dickson LLP designated member Dec 1957 18 Nov 2009 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 5 April 2026Micro-entity accountsNot audited

Net assets

£31.4k

−14% from £36.6k

Employees (average)

2

Same as 2

Owed within a year

£4,103

Up £3,889 from £214

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 OC350153. 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

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

Key events (6) All events (12)

2016

6 April 2016

  • Charles John Dickson became a part-owner (25–50% of shares)
  • Gillian Dickson became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

1 April 2010

  • Became authorised by the FCA

FCA register

12 March 2010

  • Regulated by the Financial Services Authority from this date

FCA register

2009

18 November 2009

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (6 shown here)
  • Every director appointment and resignation: 2
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Firms like Charles Dickson Financial Planning

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

In Farnham

Face 2 Face Financial LtdFarnhamAuthorisedFinancial Profiles LimitedFarnhamAuthorisedGordon MacLeodFarnhamAuthorisedGrierson Dickens LimitedFarnhamAuthorisedHarvey WickhamFarnhamAuthorisedHoward Taylor AssociatesFarnhamAuthorised

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 Charles Dickson 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 12 events in its history

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Frequently asked questions about this firm

Is Charles Dickson Financial Planning LLP FCA authorised?
Yes, Charles Dickson Financial Planning LLP (FRN 515015) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2010 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Charles Dickson Financial Planning’s phone number and website?
The FCA register lists the phone number 01428 608803 and the website cdfp-ifa.co.uk for Charles Dickson Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Charles Dickson Financial Planning a scam or clone?
Charles Dickson 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 Charles Dickson 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 Charles Dickson Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Charles Dickson Financial Planning?
Companies House lists 2 people with significant control of Charles Dickson Financial Planning: Charles John Dickson (25–50% of votes) and Gillian Dickson (25–50% of votes).
Who runs Charles Dickson Financial Planning?
Companies House lists 2 directors of Charles Dickson Financial Planning: Charles John Dickson and Gillian Dickson.
How long has Charles Dickson Financial Planning been in business?
The company was formed on 18 November 2009, and has held its current FCA authorisation since April 2010.
What do Charles Dickson Financial Planning’s latest accounts show?
Its latest accounts, to 5 April 2026, show net assets of £31.4k (−14% from £36.6k).

Sources and links

The full report on Charles Dickson Financial Planning LLP

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