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.
- Appointed for 19 years
- Protected through the principal
- No FCA actions
- Active company since 2007
- Accounts filed up to 31 March 2026
Responsible principal firm
75point3 Limited Reference number: 418618 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.
- D.R.E. & Co Financial Planning LLP (FRN 469570) is an AR of 75point3 Limited (FRN 418618). When you use D.R.E. & Co Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from D.R.E. & Co 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.
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No website on the FCA register
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Phone number
-
Address
Beecholme, Pwllycrochan Avenue, Colwyn Bay, Conwy, LL29 7BW, United Kingdom
In the full report: 2 background checks
- What kind of line 01745 530202 is, and the 2 other firms that give it
- Who else gives the postcode LL29 7BW
FCA permissions and consumer protection
- Protection through the principal firmProtection works through 75point3 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, freeYou 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
- OC330800 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 22 August 2007 (19 years old)
- Registered office
- 7 Lower Brook Street, Oswestry, Shropshire, SY11 2HG
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Stephen Allen Jones | LLP designated member | Jun 1963 | 26 Jun 2024 | None |
| Aaron James Powis | LLP designated member | Jul 1986 | 1 Apr 2025 | 6 other companies |
| 75 POINT 3 LIMITED | Corporate LLP designated member | Not published | 14 Sep 2008 | None |
Other companies run by these 3 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
- 6
- still active
- 6
In the full report: all 6 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- All 8 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£522k
+59% from £329k
Employees (average)
0
Same as 0
Owed within a year
£3,050
+76% from £1,730
Turnover
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.
Accounts filed at Companies House for company OC330800. Figures are exactly as filed; nothing is estimated.
Key dates in its history
D.R.E. & Co Financial Planning’s history from the FCA register and Companies House, newest first.
2025
10 January 2025
- Changed its registered name from "DRE & Co Financial Planning LLP"
FCA register
2016
6 April 2016
- 75 Point 3 Limited became a part-owner (25–50% of shares)
- Dre & Co Financial Services Ltd became a part-owner (25–50% of shares)
Companies House
2007
22 August 2007
- Incorporated at Companies House
Companies House
27 June 2007
- Became an appointed representative
FCA register
In the full report: all 16 events
- All 16 events in its history (5 shown here)
- Every director appointment and resignation: 10
Firms connected to D.R.E. & Co Financial Planning
Other FCA-listed firms that share a director, phone number or address with D.R.E. & Co Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share its phone number
- 2
- share its postcode
- 4
In the full report: all 4 connected firms, named
- How each is linked: the same phone number (2), the same postcode (4)
- Who links each one: the named directors, with dates
Firms like D.R.E. & Co Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Colwyn Bay
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 D.R.E. & Co Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 6 other companies its directors have run, named
- 2 background checks on its contact details
- 7 years of accounts, charted
- All 16 events in its history
- 4 connected firms, named, and who links them
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Frequently asked questions about this firm
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What do D.R.E. & Co Financial Planning’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk