Condy Mathias Financial Planners Limited

Reference number: 472913

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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.

In the full report: 3 background checks

  • When cmcfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01752 562605 is
  • Who else gives the postcode PL2 3DE
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Other names (1)

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

  • Condy Mathias - Chartered Financial Planners Trading name: A name it trades under now.

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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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
  • Assisting in the administration and performance of a contract of insurance
  • 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
Private limited company
Incorporated
9 August 2002 (24 years old)
Registered office
Park House, 28 Outland Road, Plymouth, Devon, PL2 3DE
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Alun Nicholas Pells Director Feb 1962 15 Sep 2008 1 other company
Gareth Hale Director Apr 1972 11 Apr 2012 3 other companies
Andrew John Martin Director Aug 1973 6 Apr 2018 1 other company
Darcie Victoria Butler Director Jan 1976 13 Jul 2021 1 other company
Joanne Maxine Spaulding Director Oct 1969 18 May 2023 1 other company

Other companies run by these 5 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
3
still active
3
run together
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 5 directors run together
  • All 15 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£1.82m

+12% from £1.63m

Cash at bank

£121k

−23% from £158k

Employees (average)

20

Same as 20

Owed within a year

£383k

+31% from £293k

Assets and liabilities

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
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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 04508157. 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

Condy Mathias Financial Planners’s history from the FCA register and Companies House, newest first.

2016

6 April 2016

  • Condy Mathias (Holdings) Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

18 February 2008

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2002

9 August 2002

  • Incorporated at Companies House

Companies House

In the full report: all 32 events

  • All 32 events in its history (5 shown here)
  • Every director appointment and resignation: 23
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Firms like Condy Mathias Financial Planners

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

In Plymouth

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 Condy Mathias Financial Planners

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 32 events in its history

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Frequently asked questions about this firm

Is Condy Mathias Financial Planners Limited FCA authorised?
Yes, Condy Mathias Financial Planners Limited (FRN 472913) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2008 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Condy Mathias Financial Planners’ phone number and website?
The FCA register lists the phone number 01752 562605 and the website cmcfp.co.uk for Condy Mathias Financial Planners. If you were given different contact details, use these to check with the firm before going any further.
Is Condy Mathias Financial Planners a scam or clone?
Condy Mathias Financial Planners 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 Condy Mathias Financial Planners?
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 Condy Mathias Financial Planners to the Financial Ombudsman Service, free of charge.
Who owns Condy Mathias Financial Planners?
Condy Mathias Financial Planners is owned by Condy Mathias (Holdings) Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Condy Mathias Financial Planners?
Companies House lists 5 directors of Condy Mathias Financial Planners: Alun Nicholas Pells, Gareth Hale, Andrew John Martin, Darcie Victoria Butler and Joanne Maxine Spaulding.
How long has Condy Mathias Financial Planners been in business?
The company was formed on 9 August 2002, and has held its current FCA authorisation since February 2008.
What do Condy Mathias Financial Planners’ latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £1.82m (+12% from £1.63m) and cash at bank of £121k (−23% from £158k).
Does Condy Mathias Financial Planners use any other names?
It trades as Condy Mathias - Chartered Financial Planners.

Sources and links

The full report on Condy Mathias Financial Planners Limited

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