Fern Financial Planning Limited
Reference number: 767654
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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.
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Phone number
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Address
Mile End, Overton Road, Ludlow, SY8 4AA, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When fernfinancial.co.uk first appeared online, and whether it can receive email
- What kind of line 01584 817272 is
- Who else gives the postcode SY8 4AA
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou 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 number
- 10205768 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 31 May 2016 (10 years old)
- Registered office
- Mile End, Overton Road, Ludlow, Shropshire, SY8 4AA, England
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Julie Anne Morris | Director | Jul 1973 | 31 May 2016 | None |
| Kevin John Morris | Director | Oct 1971 | 31 May 2016 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
Filed accounts and finances
Net assets
£55.1k
+21% from £45.6k
Cash at bank
£87.1k
+5.5% from £82.6k
Employees (average)
3
Same as 3
Owed within a year
£53.5k
+13% from £47.2k
Assets and liabilities
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
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 10205768. 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
Fern Financial Planning’s history from the FCA register and Companies House, newest first.
2017
15 June 2017
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2016
31 May 2016
- Incorporated at Companies House
- Julie Anne Morris became a part-owner (25–50% of shares)
- Kevin John Morris became a part-owner (25–50% of shares)
Companies House
In the full report: all 9 events
- All 9 events in its history (5 shown here)
- Every director appointment and resignation: 2
Firms like Fern Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Ludlow
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 Fern Financial 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
- 3 background checks on its contact details, 1 flagged
- 7 years of accounts, charted
- All 9 events in its history
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Frequently asked questions about this firm
Is Fern Financial Planning Limited FCA authorised?
What is Fern Financial Planning’s phone number and website?
Is Fern Financial Planning a scam or clone?
Is my money safe with Fern Financial Planning?
Who owns Fern Financial Planning?
Who runs Fern Financial Planning?
How long has Fern Financial Planning been in business?
What do Fern Financial Planning’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk