Delta Financial Planning Limited

Reference number: 1061525

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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.

Responsible principal firm

ValidPath Limited Reference number: 197107 Authorised 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.
  • DELTA FINANCIAL PLANNING LIMITED (FRN 1061525) is an AR of ValidPath Limited (FRN 197107). When you use DELTA FINANCIAL PLANNING's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from DELTA 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.

  • No website on the FCA register

  • Phone number

    07471 030622

  • Address

    Office 101, Wilson House, 2 Lorne Park Road, Bournemouth, BH1 1JN, United Kingdom

In the full report: 2 background checks

  • What kind of line 07471 030622 is
  • Who else gives the postcode BH1 1JN
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath 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, free
    You 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
17319648
Company status
Active
Company type
Private limited company
Incorporated
4 July 2026 (less than a year old)
Registered office
Office 101, Wilson House 2 Lorne Park Road, Bournemouth, Dorset, BH1 1JN, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Luke Raymond Atkinson Director Jun 1982 4 Jul 2026 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

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

2026

11 September 2026

  • Became an appointed representative

FCA register

4 July 2026

  • Incorporated at Companies House
  • Atkinson Business Services Limited took control (75–100% of shares)
  • Luke Raymond Atkinson appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Delta Financial Planning

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

connected firms
5
share its postcode
5

In the full report: all 5 connected firms, named

  • How each is linked: the same postcode (5)
  • Who links each one: the named directors, with dates
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Firms like Delta Financial Planning

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

In Bournemouth

Ben JamesBournemouthAppointed representativeBenjamin Rogers Consultancy LtdBournemouthAppointed representativeCraig BrewardBournemouthAppointed representativeFinancial InnovationsBournemouthAppointed representativeFive Talents Financial Planning LimitedBournemouthAppointed representativeGareth GriffithsBournemouthAppointed representative

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 Delta Financial Planning

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

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • All 4 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Delta Financial Planning Limited FCA authorised?
Delta Financial Planning Limited (FRN 1061525) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Delta Financial Planning?
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. Delta Financial Planning Limited (FRN 1061525) is an AR of ValidPath Limited (FRN 197107). When you use Delta Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Delta 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.
What is Delta Financial Planning’s phone number?
The FCA register lists the phone number 07471 030622 for Delta Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Delta Financial Planning a scam or clone?
Delta 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 Delta Financial Planning?
Protection works through ValidPath Limited, the principal firm responsible for Delta Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Delta Financial Planning?
Delta Financial Planning is owned by Atkinson Business Services Limited, which holds 75–100% of shares and 75–100% of votes, since 4 July 2026.
Who runs Delta Financial Planning?
Companies House lists one director of Delta Financial Planning: Luke Raymond Atkinson.
How long has Delta Financial Planning been in business?
The company was formed on 4 July 2026.

Sources and links

The full report on Delta Financial Planning Limited

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