Choice Financial Planning Limited

Reference number: 1052341

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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

ValidPath Limited Reference number: 197107 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.
  • Choice Financial Planning Limited (FRN 1052341) is an AR of ValidPath Limited (FRN 197107). When you use Choice Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Choice 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.

  • No website on the FCA register

  • Phone number

    07500 520988

  • Address

    18 Hazel Mount, Garforth, Leeds, Leeds, LS25 1FF, United Kingdom

In the full report: 2 background checks

  • What kind of line 07500 520988 is
  • Who else gives the postcode LS25 1FF
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath 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
16913687
Company status
Active
Company type
Private limited company
Incorporated
16 December 2025 (less than a year old)
Registered office
18 Hazel Mount, Garforth, Leeds, LS25 1FF, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Barnaby Jake Wood Director Mar 1995 31 Jan 2026 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Key dates in its history

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

Key events (5) All events (8)

2026

3 March 2026

  • Became an appointed representative

FCA register

31 January 2026

  • Barnaby Jake Wood took control (75–100% of shares)
  • Sarah Clare Turvey gave up control

Companies House

2025

16 December 2025

  • Incorporated at Companies House
  • Sarah Clare Turvey took control (75–100% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms like Choice Financial Planning

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

In Leeds

Adam MacKenzie & PartnersLeedsAppointed representativeAndrew William BlackburnLeedsAppointed representativeAndrew YoungLeedsAppointed representativeArqera Capital LimitedLeedsAppointed representativeAyla Wealth Management LtdLeedsAppointed representativeBartlett Employee Benefits LimitedLeedsAppointed 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 Choice 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
  • All 8 events in its history

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Frequently asked questions about this firm

Is Choice Financial Planning Limited FCA authorised?
Choice Financial Planning Limited (FRN 1052341) 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 Choice 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. Choice Financial Planning Limited (FRN 1052341) is an AR of ValidPath Limited (FRN 197107). When you use Choice Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Choice 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 Choice Financial Planning’s phone number?
The FCA register lists the phone number 07500 520988 for Choice Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Choice Financial Planning a scam or clone?
Choice 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 Choice Financial Planning?
Protection works through ValidPath Limited, the principal firm responsible for Choice Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Choice Financial Planning?
Companies House lists one person with significant control of Choice Financial Planning: Mr Barnaby Jake Wood (75–100% of shares). Before that, it was controlled by Mrs Sarah Clare Turvey.
Who runs Choice Financial Planning?
Companies House lists one director of Choice Financial Planning: Barnaby Jake Wood.
How long has Choice Financial Planning been in business?
The company was formed on 16 December 2025.

Sources and links

The full report on Choice Financial Planning Limited

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