Evergreen Financial Planning LTD

Reference number: 998172

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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

M&G ADVICE PARTNERS LIMITED Reference number: 584256 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.
  • Evergreen Financial Planning LTD (FRN 998172) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Evergreen Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Evergreen 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.

In the full report: 3 background checks

  • When mandg.com first appeared online, and whether it can receive email
  • What kind of line 07773 814791 is
  • Who else gives the postcode E4 9LD
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through M&g Advice Partners 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
14852229
Company status
Active
Company type
Private limited company
Incorporated
8 May 2023 (3 years old)
Registered office
Hamilton House, 4a The Avenue, London, E4 9LD, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Ryan Nobbs Director Sep 1989 8 May 2023 2 other companies

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 companies
2
still active
2

In the full report: all 2 companies, 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
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 May 2025Micro-entity accountsNot audited

Total equity

£9,667

+54% from £6,272

Employees (average)

0

−100% from 2

Owed within a year

£97.4k

+15% from £84.8k

Assets and liabilities

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 14852229. 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

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

Key events (5) All events (8)

2025

3 September 2025

  • Nathan Daniel Waldron stopped being a part-owner

Companies House

2023

18 June 2023

  • Became an appointed representative

FCA register

8 May 2023

  • Incorporated at Companies House
  • Nathan Daniel Waldron became a part-owner (25–50% of shares)
  • Ryan Nobbs became a part-owner (25–50% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Evergreen Financial Planning

Other FCA-listed firms that share a director, phone number or address with Evergreen 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 Evergreen Financial Planning

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

In the East London (E) postcode area

AByrne Collective LtdLondonAppointed representativeAccretive Wealth Management LtdCanary WharfAppointed representativeAlan SmithLondonAppointed representativeAlex ŴynneLondonAppointed representativeAnderson Ross Financial Services LTDLondonAppointed representativeBlackstone Financial Advice LtdLondonAppointed 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 Evergreen Financial 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
  • All 8 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Evergreen Financial Planning LTD FCA authorised?
Evergreen Financial Planning LTD (FRN 998172) 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 Evergreen 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. Evergreen Financial Planning LTD (FRN 998172) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Evergreen Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Evergreen 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 Evergreen Financial Planning’s phone number and website?
The FCA register lists the phone number 07773 814791 and the website mandg.com/wealth/advice/get-financial-advice/adviser-sites/evergreen-financial-planning-limited for Evergreen Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Evergreen Financial Planning a scam or clone?
Evergreen 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 Evergreen Financial Planning?
Protection works through M&g Advice Partners Limited, the principal firm responsible for Evergreen Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Evergreen Financial Planning?
Companies House lists one person with significant control of Evergreen Financial Planning: Mr Ryan Nobbs (25–50% of shares). Before that, it was controlled by Mr Nathan Daniel Waldron.
Who runs Evergreen Financial Planning?
Companies House lists one director of Evergreen Financial Planning: Ryan Nobbs.
How long has Evergreen Financial Planning been in business?
The company was formed on 8 May 2023.
What do Evergreen Financial Planning’s latest accounts show?
Its latest accounts, to 31 May 2025, show total equity of £9,667 (+54% from £6,272).

Sources and links

The full report on Evergreen Financial Planning LTD

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