Family Equity Plan Limited

Reference number: 122351

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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 onefamily.com first appeared online, and whether it can receive email
  • What kind of line 0344 892 0920 is, and the 3 other firms that give it
  • Who else gives the postcode BN1 2RL
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Other names (2)

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

  • Family Investments Trading name
  • OneFamily Trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · 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 (5 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Safeguarding and administration of assets (without arranging)

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
02208249
Company status
Active
Company type
Private limited company
Incorporated
24 December 1987 (38 years old)
Registered office
16-17 West Street, Brighton, East Sussex, BN1 2RL
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Philippa Jane Herz Director Aug 1968 13 Apr 2017 19 other companies
Jamshaid Islam Director Feb 1975 1 Jan 2020 26 other companies
Cara Ann Whatford Director Apr 1972 1 Nov 2023 14 other companies
Josie Green Secretary Not published 1 Nov 2023 –

Other companies run by these 3 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
35
closed down
15
are FCA-registered
8

In the full report: all 35 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 8 on the FCA register, including one no longer authorised
  • The 15 companies these 3 directors run together
  • All 18 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Turnover

£42.8m

No earlier figure to compare

Profit before tax

£2.93m

No earlier figure to compare

Net assets

£9.68m

No earlier figure to compare

Cash at bank

£3.56m

No earlier figure to compare

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.

Accounts filed at Companies House for company 02208249. 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

Family Equity Plan’s history from the FCA register and Companies House, newest first.

Key events (6) All events (43)

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1994

5 December 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1988

24 May 1988

  • Regulated by the Investment Management Regulatory Organisation from this date

FCA register

1987

24 December 1987

  • Incorporated at Companies House

Companies House

In the full report: all 43 events

  • All 43 events in its history (6 shown here)
  • Every director appointment and resignation: 31
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Firms connected to Family Equity Plan

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

connected firms
6
share a director
3
share its phone number
3

In the full report: all 6 connected firms, named

  • How each is linked: shared directors (3), the same phone number (3), the same postcode (5)
  • Who links each one: the named directors, with dates
  • 5 past links through former directors
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Firms like Family Equity Plan

Other firms of the same type (investment platform or stockbroker), nearest first.

In the Brighton (BN) postcode area

Equiniti Financial Services LimitedWorthingAuthorised

Elsewhere in the UK

Wise Assets UK LtdLondonAuthorisedOANDA Europe LimitedLondonAuthorisedSantander ISA Managers LimitedGlasgowAuthorisedCapital Com (UK) LimitedLondonAuthorisedTrading 212 UK LimitedLondonAuthorised

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 Family Equity Plan

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

  • 35 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 43 events in its history
  • 6 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Family Equity Plan Limited FCA authorised?
Yes, Family Equity Plan Limited (FRN 122351) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment platform or stockbroker. The FCA has placed no limits on its permissions.
What is Family Equity Plan’s phone number and website?
The FCA register lists the phone number 0344 892 0920 and the website onefamily.com for Family Equity Plan. 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 3 other FCA firms.
Is Family Equity Plan a scam or clone?
Family Equity Plan 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 Family Equity Plan?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Family Equity Plan to the Financial Ombudsman Service, free of charge.
Who runs Family Equity Plan?
Companies House lists 3 directors of Family Equity Plan: Philippa Jane Herz, Jamshaid Islam and Cara Ann Whatford.
How long has Family Equity Plan been in business?
The company was formed on 24 December 1987, and has held its current FCA authorisation since December 2001.
What do Family Equity Plan’s latest accounts show?
Its latest accounts, to 31 December 2025, show turnover of £42.8m (no earlier figure to compare) and profit before tax of £2.93m (no earlier figure to compare).
Does Family Equity Plan use any other names?
It trades as Family Investments and OneFamily.

Sources and links

The full report on Family Equity Plan Limited

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