Ethical Wealth Planning Ltd: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 4 years
Your funds are protected by FSCS
No FCA actions
Active company since 2021
Accounts filed up to 31 March 2026

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

07825 288338
Address

11 Kingswood, Marchwood, Southampton, SO40 4YQ, United Kingdom

In the full report: 2 background checks

What kind of line 07825 288338 is
Who else gives the postcode SO40 4YQ

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.
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 (11 permissions)

Acting as a CBTL advisor
Acting as a CBTL Advisor
Acting as a CBTL arranger
Acting as a CBTL Arranger
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) deals in investments
Arranging (bringing about) regulated mortgage contracts
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: 13417661 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 24 May 2021 (5 years old)
Registered office: 11 Kingswood, Marchwood, Southampton, SO40 4YQ, England
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Tomas Richard Pyart	Director	Mar 1982	24 May 2021	1 other company

Other companies run by its director

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 company: 1
still active: 1
is FCA-registered: 1

In the full report: all 1 company, named

What each company does, and whether it is still trading
Which of its director sits on each board, and since when
Any that went into liquidation or administration
The one on the FCA register

Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£35.5k

+42% from £24.9k

Cash at bank

£73.4k

+31% from £56.2k

Employees (average)

1

Same as 1

Owed within a year

£48.0k

+2.2% from £47.0k

Net assets

In the full report: all 5 years of accounts

Every year from 2022 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 13417661. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (4) All events (7)

2022

4 January 2022

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

FCA register

2021

24 May 2021

Incorporated at Companies House
Tomas Richard Pyart took control (75–100% of shares)

Companies House

In the full report: all 7 events

All 7 events in its history (4 shown here)
Every director appointment and resignation: 1

Firms connected to Ethical Wealth Planning

Other FCA-listed firms that share a director, phone number or address with Ethical Wealth Planning. 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

Firms like Ethical Wealth Planning

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

In Southampton

ABS Financial Planning LimitedSouthamptonAuthorised Asset Management Financial Advisers LimitedSouthamptonAuthorised Barrie Financial Services LimitedSouthamptonAuthorised Calpe Financial Solutions LimitedSouthamptonAuthorised Darwins IFA LimitedSouthamptonAuthorised Forest Financial Planning LimitedSouthamptonAuthorised

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 Ethical Wealth Planning

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

1 other company its directors have run, named
2 background checks on its contact details
5 years of accounts, charted
All 7 events in its history

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Frequently asked questions about this firm

Is Ethical Wealth Planning Ltd FCA authorised?

Yes, Ethical Wealth Planning Ltd (FRN 955055) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2022 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Ethical Wealth Planning’s phone number?

The FCA register lists the phone number 07825 288338 for Ethical Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Ethical Wealth Planning a scam or clone?

Ethical 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 Ethical 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 Ethical Wealth Planning to the Financial Ombudsman Service, free of charge.

Who owns Ethical Wealth Planning?

Companies House lists one person with significant control of Ethical Wealth Planning: Mr Tomas Richard Pyart (75–100% of shares).

Who runs Ethical Wealth Planning?

Companies House lists one director of Ethical Wealth Planning: Tomas Richard Pyart.

How long has Ethical Wealth Planning been in business?

The company was formed on 24 May 2021, and has held its current FCA authorisation since January 2022.

What do Ethical Wealth Planning’s latest accounts show?

Its latest accounts, to 31 March 2026, show net assets of £35.5k (+42% from £24.9k) and cash at bank of £73.4k (+31% from £56.2k).