Diligent Wealth Planning Limited

Reference number: 709682

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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 diligentwealthplanning.com first appeared online, and whether it can receive email
  • What kind of line 01443 486301 is, and the other firm that gives it
  • Who else gives the postcode CF37 2BN
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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 (14 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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
  • Credit Broking
  • Debt-counselling
  • Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Making arrangements with a view to regulated mortgage contracts
  • 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 number
09555382
Company status
Active
Company type
Private limited company
Incorporated
22 April 2015 (11 years old)
Registered office
Ground Floor, 32 Gelliwastad Road, Pontypridd, Mid Glamorgan, CF37 2BN, Wales
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Stephen Vivian Davies Director Jul 1978 22 Apr 2015 2 other companies
Gareth Anthony William Harris Director May 1979 22 Apr 2015 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 companies
2
closed down
1
is FCA-registered
1

In the full report: all 2 companies, 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
  • The one on the FCA register
  • The 1 company these 2 directors run together
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Filed accounts and finances

Year to 30 April 2026Small company accountsNot audited

Net assets

£86.7k

+11% from £78.2k

Cash at bank

£145k

+6.1% from £136k

Employees (average)

2

Same as 2

Owed within a year

£58.0k

<1% from £58.2k

Net assets

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 09555382. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Diligent Wealth Planning’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2016

6 April 2016

  • Gareth Anthony William Harris gained 25–50% of the votes
  • Stephen Vivian Davies gained 25–50% of the votes

Companies House

2015

9 December 2015

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

FCA register

22 April 2015

  • Incorporated at Companies House

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 connected to Diligent Wealth Planning

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

connected firm
1
share a director
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Diligent Wealth Planning

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

In Pontypridd

University of South WalesPontypriddAuthorisedPurple Shoots Business Lending LimitedPontypriddAuthorisedRent2buytv LtdPontypriddAuthorised

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 Diligent Wealth Planning

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 9 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Diligent Wealth Planning Limited FCA authorised?
Yes, Diligent Wealth Planning Limited (FRN 709682) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2015 and works as a lender. The FCA has placed no limits on its permissions.
What is Diligent Wealth Planning’s phone number and website?
The FCA register lists the phone number 01443 486301 and the website diligentwealthplanning.com for Diligent Wealth Planning. 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 one other FCA firm.
Is Diligent Wealth Planning a scam or clone?
Diligent Wealth 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 Diligent Wealth 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 Diligent Wealth Planning to the Financial Ombudsman Service, free of charge.
Who owns Diligent Wealth Planning?
Companies House lists 2 people with significant control of Diligent Wealth Planning: Mr Stephen Vivian Davies (25–50% of votes) and Mr Gareth Anthony William Harris (25–50% of votes).
Who runs Diligent Wealth Planning?
Companies House lists 2 directors of Diligent Wealth Planning: Stephen Vivian Davies and Gareth Anthony William Harris.
How long has Diligent Wealth Planning been in business?
The company was formed on 22 April 2015, and has held its current FCA authorisation since December 2015.
What do Diligent Wealth Planning’s latest accounts show?
Its latest accounts, to 30 April 2026, show net assets of £86.7k (+11% from £78.2k) and cash at bank of £145k (+6.1% from £136k).

Sources and links

The full report on Diligent Wealth Planning Limited

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