Comprehensive Financial Planning Limited: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 13 years
Your funds are protected by FSCS
No FCA actions
Active company since 2010
Accounts filed up to 30 June 2026

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.

Website

comprehensivefinancial.co.uk (opens in a new tab)
Phone number

0121 288 3507
Address

Eastwood, Wern, Weston Rhyn, Oswestry, Shropshire, SY10 7LH, United Kingdom

In the full report: 3 background checks

When comprehensivefinancial.co.uk first appeared online, and whether it can receive email
What kind of line 0121 288 3507 is
Who else gives the postcode SY10 7LH

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.
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 (6 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Dealing in investments as agent
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: 07204010 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 25 March 2010 (16 years old)
Registered office: Eastwood Wern, Weston Rhyn, Oswestry, SY10 7LH, England
Nature of business: Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Michael John Attree	Director	Mar 1962	25 Mar 2010	1 other company
Michael John Attree	Secretary	Not published	25 Mar 2010	–

Other companies run by its director

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 company: 1
still active: 1

In the full report: all 1 company, named

What each company does, and whether it is still trading
Which of its director sits on each board, and since when
Any that went into liquidation or administration

Filed accounts and finances

Year to 30 June 2026Small company accountsNot audited

Net assets

£166k

+16% from £143k

Cash at bank

£186k

+10% from £169k

Employees (average)

2

+100% from 1

Owed within a year

£26.0k

−14% from £30.4k

Net assets

In the full report: all 7 years of accounts

Every year from 2020 to 2026
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 07204010. 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

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

Key events (4) All events (7)

2016

6 April 2016

Michael John Attree took control (75–100% of shares)

Companies House

2013

1 October 2013

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2010

25 March 2010

Incorporated at Companies House

Companies House

In the full report: all 7 events

All 7 events in its history (4 shown here)
Every director appointment and resignation: 1

Firms like Comprehensive Financial Planning

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

In Oswestry

Anculo LtdOswestryAuthorised Andrew Grindley Financial Services LimitedOswestryAuthorised Beaumont Financial Planners LimitedOswestryAuthorised JNH Wealth Management LimitedOswestryAuthorised John Davies Investment and Mortgage Services LLPOswestryAuthorised Mid & West IFA LimitedOswestryAuthorised

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 Comprehensive Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

1 other company its directors have run, named
3 background checks on its contact details
7 years of accounts, charted
All 7 events in its history

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Frequently asked questions about this firm

Is Comprehensive Financial Planning Limited FCA authorised?

Yes, Comprehensive Financial Planning Limited (FRN 602295) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2013 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Comprehensive Financial Planning’s phone number and website?

The FCA register lists the phone number 0121 288 3507 and the website comprehensivefinancial.co.uk for Comprehensive Financial Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Comprehensive Financial Planning a scam or clone?

Comprehensive 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 Comprehensive 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 Comprehensive Financial Planning to the Financial Ombudsman Service, free of charge.

Who owns Comprehensive Financial Planning?

Companies House lists one person with significant control of Comprehensive Financial Planning: Mr Michael John Attree (75–100% of shares).

Who runs Comprehensive Financial Planning?

Companies House lists one director of Comprehensive Financial Planning: Michael John Attree.

How long has Comprehensive Financial Planning been in business?

The company was formed on 25 March 2010, and has held its current FCA authorisation since October 2013.

What do Comprehensive Financial Planning’s latest accounts show?

Its latest accounts, to 30 June 2026, show net assets of £166k (+16% from £143k) and cash at bank of £186k (+10% from £169k).