Executive Lifestyle Planning Ltd

Reference number: 727691

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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.

  • No website on the FCA register

  • Phone number

    020 7043 2425

  • Address

    1 Great Till Close, Otford, Sevenoaks, TN14 5LQ, United Kingdom

In the full report: 2 background checks

  • What kind of line 020 7043 2425 is
  • Who else gives the postcode TN14 5LQ
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • ELP Wealth Trading name: A name it trades under now.

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 Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • 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 status
Active
Company type
Private limited company
Incorporated
2 June 2011 (15 years old)
Registered office
24 Market Place, Swaffham, Norfolk, PE37 7QH, England
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Linda Streat Director Apr 1958 10 Sep 2026 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 30 June 2025Micro-entity accountsNot audited

Net assets

£27.4k

+13% from £24.3k

Employees (average)

1

Same as 1

Owed within a year

£11.8k

+8.3% from £10.9k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • 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 07656132. 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

Executive Lifestyle Planning’s history from the FCA register and Companies House, newest first.

2016

3 October 2016

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

FCA register

6 April 2016

  • Paul Philip Streat took control (75–100% of shares)

Companies House

2011

2 June 2011

  • Incorporated at Companies House

Companies House

In the full report: all 10 events

  • All 10 events in its history (4 shown here)
  • Every director appointment and resignation: 3
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Firms like Executive Lifestyle Planning

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

In Sevenoaks

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 Executive Lifestyle 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
  • 7 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is Executive Lifestyle Planning Ltd FCA authorised?
Yes, Executive Lifestyle Planning Ltd (FRN 727691) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Executive Lifestyle Planning’s phone number?
The FCA register lists the phone number 020 7043 2425 for Executive Lifestyle Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Executive Lifestyle Planning a scam or clone?
Executive Lifestyle 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 Executive Lifestyle 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 Executive Lifestyle Planning to the Financial Ombudsman Service, free of charge.
Who owns Executive Lifestyle Planning?
Companies House lists one person with significant control of Executive Lifestyle Planning: Mr Paul Philip Streat (75–100% of shares).
Who runs Executive Lifestyle Planning?
Companies House lists one director of Executive Lifestyle Planning: Linda Streat.
How long has Executive Lifestyle Planning been in business?
The company was formed on 2 June 2011, and has held its current FCA authorisation since October 2016.
What do Executive Lifestyle Planning’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £27.4k (+13% from £24.3k).
Does Executive Lifestyle Planning use any other names?
It trades as ELP Wealth.

Sources and links

The full report on Executive Lifestyle Planning Ltd

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