Chester Rose Financial Planning Ltd
Reference number: 726620
Instant download
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.
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Phone number
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Address
53 Bartholomew Street, Newbury, Berkshire, RG14 5QA, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When chesterrose.co.uk first appeared online, and whether it can receive email
- What kind of line 01635 48727 is
- Who else gives the postcode RG14 5QA
Other names (1)
If you were contacted under any of these names, it is this firm.
- Heritage Financial Advisers Ltd Former name: A name it was registered under before.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (13 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- 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) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Arranging safeguarding and administration of assets
- Credit Broking
- Debt-counselling
- 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
- 05835113 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 1 June 2006 (20 years old)
- Registered office
- 53 Bartholomew Street, Newbury, RG14 5QA, England
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Suzanne Allen | Director | Feb 1977 | 1 Jun 2006 | None |
| Richard Thomas Dunbabin | Director | Jan 1957 | 3 Nov 2020 | 14 other companies |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 14
- closed down
- 11
- are FCA-registered
- 2
In the full report: all 14 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 2 on the FCA register
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£408k
+39% from £294k
Cash at bank
£22.7k
−54% from £49.8k
Employees (average)
34
+62% from 21
Owed within a year
£338k
+71% from £198k
Net assets
In the full report: all 6 years of accounts
- Every year from 2020 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 05835113. 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
Chester Rose Financial Planning’s history from the FCA register and Companies House, newest first.
2022
14 July 2022
- Changed its registered name from "Heritage Financial Advisers Ltd"
FCA register
2020
3 November 2020
- Chester Rose Ltd took control (75–100% of shares)
- Peter Malcolm Dunn stopped being a part-owner
- Suzanne Allen stopped being a part-owner
Companies House
2016
1 July 2016
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
6 April 2016
- Peter Malcolm Dunn became a part-owner (25–50% of shares)
- Suzanne Allen became a part-owner (25–50% of shares)
Companies House
2006
1 June 2006
- Incorporated at Companies House
Companies House
In the full report: all 17 events
- All 17 events in its history (9 shown here)
- Every director appointment and resignation: 6
Firms connected to Chester Rose Financial Planning
Other FCA-listed firms that share a director, phone number or address with Chester Rose Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- past link
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1)
- Who links it to this firm: the named directors, with dates
- 1 past link through former directors
Firms like Chester Rose Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Newbury
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 Chester Rose Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 14 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 6 years of accounts, charted
- All 17 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk