Corbel Partners Limited

Reference number: 429142

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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 corbelpartners.co.uk first appeared online, and whether it can receive email
  • What kind of line 01925 637891 is, and the 10 other firms that give it
  • Who else gives the postcode WA1 1GG
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Other names (55)

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

  • Adrian Cox Asset Management Trading name
  • Ansari Financial Planning Trading name
  • arcus Wealth Trading name
  • Billingtons IFA Trading name
  • Chiswick Wealth Planning Trading name
  • Chris Barney Financial Adviser Trading name
  • Croft Pensions & Investments Trading name
  • Elucidate Financial Planning Trading name
  • Fane Financial Services Trading name
  • Gateway Employee Benefits Trading name
  • Grayson Wealth Trading name
  • Juniper Financial Trading name
  • Kirkwood Financial Planning Trading name
  • Northern Eagles Trading name
  • Paul Rose Financial Planning Trading name
  • Philippa Cowan Financial Planning Trading name
  • RDS Financial Planning Trading name
  • RWS Financial Planning Trading name
  • Seraphim Financial Planning Trading name
  • Simply Mortgage Place Trading name
  • Stanton Wealth Trading name
  • TaylorMade Wealth Trading name
  • The Life Company Trading name
  • Unica Financial Trading name
  • L J Financial Planning Ltd Former name
  • A2B Financial Planning Former trading name
  • Alexander Peter Wealth (UK) Former trading name
  • Altitude Financial Solutions Former trading name
  • Anna Gidman Wealth Former trading name
  • Ashall Glover Financial Services Former trading name
  • Bow Financial Services Former trading name
  • Care Fees Complete Former trading name
  • Cheshire Wealth Former trading name
  • Copper-Plate IFA Former trading name
  • County Financial Services Former trading name
  • Elucidate Financial Planners Former trading name
  • GAH & Associates Former trading name
  • Gohil & Gunby Financial Services Former trading name
  • Gwynfor Jones & Co Financial Services Former trading name
  • Jay Maru Wealth Management Former trading name
  • Jim McArthur Independent Financial Services Former trading name
  • John Hall Financial Planning Former trading name
  • Liberate Financial Planning Former trading name
  • Mandarin Wealth Former trading name
  • Morgan Knightley Former trading name
  • Nestbox Financial Planning Former trading name
  • Oakcrest Private Office Former trading name
  • Proven IFA Former trading name
  • Prudent Financial Investments Former trading name
  • Real Financial Former trading name
  • relevantlifepolicies.co.uk Former trading name
  • Tom McCullagh Financial Services Former trading name
  • Wealth Compass Former trading name
  • Wellesbourne Wealth Former trading name
  • XV Wealth Former trading name

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 · Arrange equity release 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 (14 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • 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) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action

FCA action

fine
1
in fines
£107k
most recent
December 2020
  • Fined £107,200 on 10 December 2020
    On 10 December 2020, the FCA has imposed a financial penalty of £107,200 on LJ Financial Planning Ltd. The reason for this action is because between 5 March 2010 and 6 December 2012 (“the Primary Relevant Period”), LJFP recommended that 114 customers transfer their pensions into SIPPs, without providing any advice on the underlying investments which were to be held in those SIPPs. The total amount invested in this way by LJFP’s customers was just over £6 million. In making a personal recommendation to a retail customer to establish a SIPP, LJFP was required to consider whether that recommendation was suitable, not only in the sense that a SIPP was a suitable vehicle for the customer in the light of his personal circumstances, but also that it was suitable in the light of the investments which were proposed to be held within the SIPP. In addition, LJFP was required to assess whether both the SIPP wrapper itself and the underlying investments proposed to be held within the SIPP matched the customer’s attitude to risk and capacity for loss as well as his knowledge and experience. During the Primary Relevant Period, LJFP failed, in breach of Principle 9 and certain rules of the Authority’s Conduct of Business Sourcebook (“COBS”), to take reasonable care to ensure the suitability of its advice for its customers who were entitled to rely upon its judgement in relation to the transfer of their existing pensions into SIPPs. Further, between 1 January 2013 and 6 November 2017, (“the Secondary Relevant Period”), LJFP failed, in breach of Principle 8 and certain rules of the Authority’s Systems and Controls Sourcebook (“SYSC”), to ensure that it identified and managed potential conflicts of interests fairly between itself and its customers and, where necessary, disclosed those conflicts of interest to its customers. As a consequence of these failings, the FCA imposed a financial penalty of £107,200 pursuant to section 206 of the Act. LJ Financial Planning Ltd agreed to resolve this matter and qualified for a 30% (stage 1) discount under the Authority’s executive settlement procedures. Were it not for this discount, the Authority would have imposed a financial penalty of £153,200 on LJFP. The FCA’s action took effect on 10 December 2020 and a copy of the Final Notice is displayed on the FCA's web site.

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
05280582
Company status
Active
Company type
Private limited company
Incorporated
8 November 2004 (21 years old)
Registered office
750 Mandarin Court, Warrington, Cheshire, WA1 1GG
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
David Anthony O'Hara Director Jul 1969 8 Nov 2004 10 other companies
Paul Heath Director Jul 1973 8 Nov 2004 12 other companies
Anthony Jackson Morrow Director Oct 1974 8 Sep 2022 None
Christopher Blythe Director May 1977 24 Oct 2024 None
David Anthony O'Hara Secretary Not published 23 May 2020 –

Other companies run by these 4 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
16
closed down
6
are FCA-registered
5

In the full report: all 16 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 5 on the FCA register
  • The 6 companies these 4 directors run together
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Group accountsAudited

Turnover

£27.5m

First group accounts: no earlier group figure to compare

Profit before tax

£557k

First group accounts: no earlier group figure to compare

Net assets

£1.55m

First group accounts: no earlier group figure to compare

Cash at bank

£2.20m

First group accounts: no earlier group figure to compare

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • Both charts, 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.

Figures from the year to 31 March 2026 are for the group: the company and the businesses it owns. Earlier years are the company’s own accounts, from before it had a group.

The figures for the year to 31 March 2026 were read from the printed accounts, because the filing does not tag them in a form that can be read automatically. They were checked against the accounts’ own totals.

Accounts filed at Companies House for company 05280582. 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

Corbel Partners’s history from the FCA register and Companies House, newest first.

Key events (10) All events (105)

2022

16 September 2022

  • Changed its registered name from "L J Financial Planning Ltd"

FCA register

2020

10 December 2020

  • Fined £107,200 by the FCA

FCA register

23 May 2020

  • Roy Alfred Hursey stopped being a part-owner

Companies House

2016

6 April 2016

  • David Anthony O'Hara became a part-owner (25–50% of shares)
  • Paul Heath became a part-owner (25–50% of shares)
  • Roy Alfred Hursey became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

17 June 2005

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

FCA register

2004

8 November 2004

  • Incorporated at Companies House

Companies House

In the full report: all 105 events

  • All 105 events in its history (10 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Corbel Partners

Other FCA-listed firms that share a director, phone number or address with Corbel Partners. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
12
share a director
5
share its phone number
9

In the full report: all 12 connected firms, named

  • How each is linked: shared directors (5), the same phone number (9), the same postcode (9)
  • Who links each one: the named directors, with dates
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Firms like Corbel Partners

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

In Warrington

Ashley Kneale Associates LtdWarringtonAuthorisedAt Retirement Options Wealth Management LtdWarringtonAuthorisedB & S Financial Management LimitedWarringtonAuthorisedBallma LtdWarringtonAuthorisedBlithe House Financial Management LtdWarringtonAuthorisedChartwell Financial Services LimitedWarringtonAuthorised

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 Corbel Partners

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

  • 16 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 105 events in its history
  • 12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Corbel Partners Limited FCA authorised?
Yes, Corbel Partners Limited (FRN 429142) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Corbel Partners’ phone number and website?
The FCA register lists the phone number 01925 637891 and the website corbelpartners.co.uk for Corbel Partners. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 10 other FCA firms.
Is Corbel Partners a scam or clone?
Corbel Partners 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 Corbel Partners?
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 Corbel Partners to the Financial Ombudsman Service, free of charge.
Who owns Corbel Partners?
Companies House lists 2 people with significant control of Corbel Partners: Mr David Anthony O'Hara (25–50% of shares) and Mr Paul Heath (25–50% of shares). Before that, it was controlled by Mr Roy Alfred Hursey.
Who runs Corbel Partners?
Companies House lists 4 directors of Corbel Partners: David Anthony O'Hara, Paul Heath, Anthony Jackson Morrow and Christopher Blythe.
How long has Corbel Partners been in business?
The company was formed on 8 November 2004, and has held its current FCA authorisation since June 2005.
What do Corbel Partners’ latest accounts show?
Its latest accounts, to 31 March 2026, show turnover of £27.5m (first group accounts: no earlier group figure to compare) and profit before tax of £557k (first group accounts: no earlier group figure to compare).
Has the FCA taken action against Corbel Partners?
Yes. The FCA register records 1 fine in 2020, £107,200 in total. The details are in the disciplinary section above, with links to the FCA's notices.
Does Corbel Partners use any other names?
It trades as Adrian Cox Asset Management, Ansari Financial Planning, arcus Wealth, Billingtons IFA and Chiswick Wealth Planning, and 19 more names. It has previously used 31 other names, including L J Financial Planning Ltd, A2B Financial Planning and Alexander Peter Wealth (UK).

Sources and links

The full report on Corbel Partners Limited

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