EPL Advisory LLP

Reference number: 483280

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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 epladvisory.co.uk first appeared online, and whether it can receive email
  • What kind of line 01962 779502 is
  • Who else gives the postcode SO21 1EG
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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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Not to hold or control client assets
    The firm must not hold or control client assets.
  • Corporate finance business only.
    The firm must not conduct designated investment business other than corporate finance business.

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
OC337020
Company status
Active
Company type
Limited liability partnership
Incorporated
1 May 2008 (18 years old)
Registered office
24 Bell Lane, Blackwater, Camberley, Surrey, GU17 0NW, England

Directors and company secretaries

Name Role Born Appointed Other companies
David John Lane Freer Anderson LLP designated member Oct 1956 1 May 2008 16 other companies
Jane Megan Owen Anderson LLP designated member Mar 1958 1 May 2008 3 other companies

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
18
closed down
3
is FCA-registered
1

In the full report: all 18 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
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£43.8k

No earlier figure to compare

Cash at bank

£51.3k

No earlier figure to compare

Employees (average)

0

Same as 0

Owed within a year

£7,649

No earlier figure to compare

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 OC337020. 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

EPL Advisory’s history from the FCA register and Companies House, newest first.

Key events (9) All events (13)

2019

15 August 2019

  • Epl Corporate Investments Limited stopped being a part-owner

Companies House

2016

2 May 2016

  • David John Lane Freer Anderson became a part-owner (25–50% of shares)
  • Epl Corporate Investments Limited became a part-owner (25–50% of shares)
  • Jane Megan Owen Anderson became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

12 June 2008

  • FCA imposed a requirement (Corporate finance business only.)
  • FCA imposed a requirement (Not to hold or control client assets)
  • Became authorised by the FCA

FCA register

1 May 2008

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (9 shown here)
  • Every director appointment and resignation: 2
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Firms connected to EPL Advisory

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like EPL Advisory

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

In Winchester

Christopher Jones Wealth Management LtdWinchesterAuthorisedCollingbourne Wealth Management LtdWinchesterAuthorisedDixon Financial Planning LtdWinchesterAuthorisedGrange Financial Planning LimitedWinchesterAuthorisedHanson Peak LLPWinchesterAuthorisedIndependent Professional Investments LimitedWinchesterAuthorised

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 EPL Advisory

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

  • 18 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 13 events in its history

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Frequently asked questions about this firm

Is EPL Advisory LLP FCA authorised?
Yes, EPL Advisory LLP (FRN 483280) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2008 and works as a financial adviser. The FCA has placed 2 limits on what it may do.
What is EPL Advisory’s phone number and website?
The FCA register lists the phone number 01962 779502 and the website epladvisory.co.uk for EPL Advisory. If you were given different contact details, use these to check with the firm before going any further.
Is EPL Advisory a scam or clone?
EPL Advisory 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 EPL Advisory?
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 EPL Advisory to the Financial Ombudsman Service, free of charge.
Who owns EPL Advisory?
Companies House lists 2 people with significant control of EPL Advisory: Mr David John Lane Freer Anderson (25–50% of votes) and Mrs Jane Megan Owen Anderson (25–50% of votes). Before that, it was controlled by Epl Corporate Investments Limited.
Who runs EPL Advisory?
Companies House lists 2 directors of EPL Advisory: David John Lane Freer Anderson and Jane Megan Owen Anderson.
How long has EPL Advisory been in business?
The company was formed on 1 May 2008, and has held its current FCA authorisation since June 2008.
What do EPL Advisory’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £43.8k (no earlier figure to compare) and cash at bank of £51.3k (no earlier figure to compare).

Sources and links

The full report on EPL Advisory LLP

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