Conroy Financial Planning LLP

Reference number: 800932

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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 conroyfinancialplanning.co.uk first appeared online, and whether it can receive email
  • What kind of line 028 9070 4090 is
  • Who else gives the postcode BT8 6PE
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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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

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
NC001492
Company status
Active
Company type
Limited liability partnership
Incorporated
8 January 2018 (8 years old)
Registered office
290a Saintfield Road, Belfast, BT8 6PE, Northern Ireland

Directors and company secretaries

Name Role Born Appointed Other companies
Desmond Conroy LLP designated member Nov 1972 8 Jan 2018 None
Helen Victoria Conroy LLP designated member Sep 1971 8 Jan 2018 1 other company

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 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 these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 March 2020Micro-entity accountsNot audited

Net assets

£148k

No earlier figure to compare

Employees (average)

5

No earlier figure to compare

Owed within a year

£34.7k

No earlier figure to compare

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 NC001492. 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

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

Key events (5) All events (9)

2018

24 May 2018

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

FCA register

8 January 2018

  • Incorporated at Companies House
  • Desmond Conroy gained significant control
  • Helen Victoria Conroy became a part-owner (25–50% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like Conroy Financial Planning

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

In Belfast

Andrew Clements Partnership LtdBelfastAuthorisedBartholomew & James (Financial Services) LimitedBelfastAuthorisedCarlile Financial Services LtdBelfastAuthorisedCompass Financial Associates LimitedBelfastAuthorisedCrn Financial Services LimitedBelfastAuthorisedFinancial Prospects (N.I.) LtdBelfastAuthorised

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 Conroy 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
  • All 9 events in its history

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Frequently asked questions about this firm

Is Conroy Financial Planning LLP FCA authorised?
Yes, Conroy Financial Planning LLP (FRN 800932) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2018 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Conroy Financial Planning’s phone number and website?
The FCA register lists the phone number 028 9070 4090 and the website conroyfinancialplanning.co.uk for Conroy Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Conroy Financial Planning a scam or clone?
Conroy 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 Conroy 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 Conroy Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Conroy Financial Planning?
Companies House lists 2 people with significant control of Conroy Financial Planning: Mrs Helen Victoria Conroy (25–50% of surplus assets) and Mr Desmond Conroy (significant influence or control).
Who runs Conroy Financial Planning?
Companies House lists 2 directors of Conroy Financial Planning: Desmond Conroy and Helen Victoria Conroy.
How long has Conroy Financial Planning been in business?
The company was formed on 8 January 2018, and has held its current FCA authorisation since May 2018.
What do Conroy Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2020, show net assets of £148k (no earlier figure to compare).

Sources and links

The full report on Conroy Financial Planning LLP

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