Charnwood Financial Planning LLP

Reference number: 572955

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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.

  • No website on the FCA register

  • Phone number

    07802 450674

  • Address

    45 The Banks, Barrow Upon Soar, Loughborough, Leicestershire, LE12 8NL, United Kingdom

In the full report: 2 background checks

  • What kind of line 07802 450674 is
  • Who else gives the postcode LE12 8NL
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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 (10 permissions)
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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 status
Active
Company type
Limited liability partnership
Incorporated
9 December 2011 (14 years old)
Registered office
Christopher House, 94b London Road, Leicester, Leicestershire, LE2 0QS, England

Directors and company secretaries

Name Role Born Appointed Other companies
KEITH BENNETT FINANCIAL SERVICES LTD Corporate LLP designated member Not published 9 Dec 2011 None
LINDSAY BENNETT FINANCIAL SERVICES LIMITED Corporate LLP designated member Not published 1 Sep 2026 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 5 people who have been directors, with their dates
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Filed accounts and finances

Year to 5 April 2025Micro-entity accountsNot audited

Employees (average)

0

Same as 0

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 OC370650. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

2026

1 September 2026

  • Lindsay Bennett Financial Services Limited gained 25–50% of the votes
  • Lindsay Helen Bennett no longer holds 25–50% of the votes

Companies House

1 May 2026

  • Lindsay Helen Bennett gained 25–50% of the votes

Companies House

20 April 2026

  • Kenneth Bell stopped being a part-owner
  • Rds Financial Services Limited stopped being a part-owner

Companies House

2016

6 April 2016

  • Keith Bennett Financial Services Limited became a part-owner (25–50% of shares)
  • Kenneth Bell became a part-owner (25–50% of shares)
  • Rds Financial Services Limited became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

18 April 2012

  • Became authorised by the FCA

FCA register

20 March 2012

  • Regulated by the Financial Services Authority from this date

FCA register

2011

9 December 2011

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (12 shown here)
  • Every director appointment and resignation: 4
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Firms like Charnwood Financial Planning

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

In Loughborough

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 Charnwood 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
  • 6 years of accounts, charted
  • All 20 events in its history

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Frequently asked questions about this firm

Is Charnwood Financial Planning LLP FCA authorised?
Yes, Charnwood Financial Planning LLP (FRN 572955) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2012 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Charnwood Financial Planning’s phone number?
The FCA register lists the phone number 07802 450674 for Charnwood Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Charnwood Financial Planning a scam or clone?
Charnwood 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 Charnwood 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 Charnwood Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Charnwood Financial Planning?
Companies House lists 2 people with significant control of Charnwood Financial Planning: Lindsay Bennett Financial Services Limited (25–50% of votes) and Keith Bennett Financial Services Limited (25–50% of votes). Before that, it was controlled by Rds Financial Services Limited, Mr Kenneth Bell and Miss Lindsay Helen Bennett.
Who runs Charnwood Financial Planning?
Companies House lists 2 directors of Charnwood Financial Planning: Keith Bennett Financial Services Ltd and Lindsay Bennett Financial Services Limited.
How long has Charnwood Financial Planning been in business?
The company was formed on 9 December 2011, and has held its current FCA authorisation since April 2012.
What do Charnwood Financial Planning’s latest accounts show?

Sources and links

The full report on Charnwood Financial Planning LLP

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