Charnock & Adlington Wealth Planning Limited

Reference number: 1026374

Instant download

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

Sandringham Financial Partners Limited Reference number: 581304 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.
  • Charnock & Adlington Wealth Planning Limited (FRN 1026374) is an AR of Sandringham Financial Partners Limited (FRN 581304). When you use Charnock & Adlington Wealth Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Charnock & Adlington Wealth 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.

  • No website on the FCA register

  • Phone number

    07760 808399

  • Address

    112 Spendmore Lane, Coppull, Chorley, Lancashire, PR7 5BX, United Kingdom

In the full report: 2 background checks

  • What kind of line 07760 808399 is
  • Who else gives the postcode PR7 5BX
Instant PDF download

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Sandringham Financial Partners 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
14673380
Company status
Active
Company type
Private limited company
Incorporated
18 February 2023 (3 years old)
Registered office
112 Spendmore Lane, Coppull, Chorley, PR7 5BX, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Steven Andrew Sasimowicz Director Mar 1982 18 Feb 2023 None
Gemma Sasimowicz-Hawkley-Holt Director Apr 1986 18 Feb 2023 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
Instant PDF download

Filed accounts and finances

Year to 28 February 2025Micro-entity accountsNot audited

Net assets

£29.0k

+147% from £11.8k

Employees (average)

4

Same as 4

Owed within a year

£33.9k

+3.7% from £32.6k

Assets and liabilities

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 14673380. 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

Charnock & Adlington Wealth Planning’s history from the FCA register and Companies House, newest first.

2025

26 February 2025

  • Became an appointed representative

FCA register

2023

18 February 2023

  • Incorporated at Companies House
  • Gemma Sasimowicz-Hawkley-Holt became a part-owner (25–50% of shares)
  • Steven Andrew Sasimowicz became a part-owner (25–50% of shares)
  • Gemma Sasimowicz-hawkley-holt appointed as a director
  • Steven Andrew Sasimowicz appointed as a director

Companies House

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

Firms connected to Charnock & Adlington Wealth Planning

Other FCA-listed firms that share a director, phone number or address with Charnock & Adlington Wealth 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
Instant PDF download

Firms like Charnock & Adlington Wealth Planning

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

In Chorley

Anton KirkpatrickChorleyAppointed representativeARW Wealth Management LimitedChorleyAppointed representativeCJ Workplace LtdChorleyAppointed representativeFinancial Experience LtdChorleyAppointed representativeGrosvenor Partners Financial Services LtdChorleyAppointed representativeHarness Wealth Management LtdChorleyAppointed 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 Charnock & Adlington Wealth 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
  • All 6 events in its history
  • 1 connected firm, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Charnock & Adlington Wealth Planning Limited FCA authorised?
Charnock & Adlington Wealth Planning Limited (FRN 1026374) 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 Charnock & Adlington Wealth 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. Charnock & Adlington Wealth Planning Limited (FRN 1026374) is an AR of Sandringham Financial Partners Limited (FRN 581304). When you use Charnock & Adlington Wealth Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Charnock & Adlington Wealth 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 Charnock & Adlington Wealth Planning’s phone number?
The FCA register lists the phone number 07760 808399 for Charnock & Adlington Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Charnock & Adlington Wealth Planning a scam or clone?
Charnock & Adlington Wealth 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 Charnock & Adlington Wealth Planning?
Protection works through Sandringham Financial Partners Limited, the principal firm responsible for Charnock & Adlington Wealth Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Charnock & Adlington Wealth Planning?
Companies House lists 2 people with significant control of Charnock & Adlington Wealth Planning: Mr Steven Andrew Sasimowicz (25–50% of shares) and Mrs Gemma Sasimowicz-Hawkley-Holt (25–50% of shares).
Who runs Charnock & Adlington Wealth Planning?
Companies House lists 2 directors of Charnock & Adlington Wealth Planning: Steven Andrew Sasimowicz and Gemma Sasimowicz-Hawkley-Holt.
How long has Charnock & Adlington Wealth Planning been in business?
The company was formed on 18 February 2023.
What do Charnock & Adlington Wealth Planning’s latest accounts show?
Its latest accounts, to 28 February 2025, show net assets of £29.0k (+147% from £11.8k).

Sources and links

The full report on Charnock & Adlington Wealth Planning Limited

£19.99 · Instant PDF download

Loading secure checkout…