City Capital Financial Planning LLP

Reference number: 584402

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

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.
  • City Capital Financial Planning LLP (FRN 584402) is an AR of ValidPath Limited (FRN 197107). When you use City Capital Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from City Capital 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.

In the full report: 3 background checks, 1 thing worth a closer look

  • When ccfpllp.com first appeared online, and whether it can receive email
  • What kind of line 020 3196 0761 is
  • Who else gives the postcode SE1 8ND
Instant PDF download
Other names (1)

If you were contacted under any of these names, it is this firm.

  • Charles Cameron Financial Planning LLP Former name

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
OC369699
Company status
Active
Company type
Limited liability partnership
Incorporated
10 November 2011 (14 years old)
Registered office
15 Canfield Place, London, NW6 3BT, United Kingdom

Directors and company secretaries

Name Role Born Appointed Other companies
MOMAX FINANCIAL LIMITED Corporate LLP designated member Not published 7 Jun 2012 None
DAVID SCHILLER CONSULTANCY LIMITED Corporate LLP designated member Not published 24 Sep 2020 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 11 people who have been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Cash at bank

£2,240

Up £2,200 from £40

Employees (average)

5

+25% from 4

Owed within a year

£8,836

−14% from £10.3k

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • Every filed figure, year by year
Instant PDF download
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 OC369699. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (4) All events (14)

2019

18 February 2019

  • Changed its registered name from "Charles Cameron Financial Planning LLP"

FCA register

2016

6 April 2016

  • Momax Financial Limited took control (75–100% of shares)

Companies House

2012

10 July 2012

  • Became an appointed representative

FCA register

2011

10 November 2011

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (4 shown here)
  • Every director appointment and resignation: 10
Instant PDF download

Firms connected to City Capital Financial Planning

Other FCA-listed firms that share a director, phone number or address with City Capital Financial 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 City Capital Financial Planning

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

In the South East London (SE) postcode area

National Association of Head TeachersLondonAppointed representativeAbacus Accounting Technicians LimitedLondonAppointed representativeAcuity Investors LtdLondonAppointed representativeAdroit Wealth Management LtdLondonAppointed representativeAlan AyngeLondonAppointed representativeBirchwood Wealth Management LimitedLondonAppointed 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 City Capital 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, 1 flagged
  • 7 years of accounts, charted
  • All 14 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 City Capital Financial Planning LLP FCA authorised?
City Capital Financial Planning LLP (FRN 584402) 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 City Capital 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. City Capital Financial Planning LLP (FRN 584402) is an AR of ValidPath Limited (FRN 197107). When you use City Capital Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from City Capital 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 City Capital Financial Planning’s phone number and website?
The FCA register lists the phone number 020 3196 0761 and the website ccfpllp.com for City Capital Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is City Capital Financial Planning a scam or clone?
City Capital 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 City Capital Financial Planning?
Protection works through ValidPath Limited, the principal firm responsible for City Capital Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns City Capital Financial Planning?
City Capital Financial Planning is owned by Momax Financial Limited, which holds 75–100% of votes, 75–100% of surplus assets and can appoint and remove the board, since 6 April 2016.
Who runs City Capital Financial Planning?
Companies House lists 2 directors of City Capital Financial Planning: Momax Financial Limited and David Schiller Consultancy Limited.
How long has City Capital Financial Planning been in business?
The company was formed on 10 November 2011.
What do City Capital Financial Planning’s latest accounts show?
Its latest accounts, to 31 December 2025, show cash at bank of £2,240 (up £2,200 from £40).
Does City Capital Financial Planning use any other names?
It has previously used the name Charles Cameron Financial Planning LLP.

Sources and links

The full report on City Capital Financial Planning LLP

£19.99 · Instant PDF download

Loading secure checkout…