Finances Sorted Limited

Reference number: 306352

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Authorisation being cancelled

This firm has asked the FCA to cancel its authorisation. It is still in force until the FCA processes the application, so existing business keeps its protection, but its regulated work is winding down.

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

    01924 262002

  • Address

    32 Teall Street, Ossett, West Yorkshire, WF5 0NY, United Kingdom

In the full report: 2 background checks

  • What kind of line 01924 262002 is
  • Who else gives the postcode WF5 0NY
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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.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (12 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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
  • Credit Broking
  • Debt-counselling
  • 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 status
Active
Company type
Private limited company
Incorporated
30 July 2002 (24 years old)
Registered office
32 Teall Street, Ossett, Wakefield, West Yorkshire, WF5 0NY
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Philip Thompson Director Oct 1964 12 Aug 2002 2 other companies
Philip Thompson Secretary Not published 12 Aug 2002 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
closed down
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 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 July 2026Micro-entity accountsNot audited

Net assets

£107k

−23% from £139k

Employees (average)

3

Same as 3

Owed within a year

£46.6k

−21% from £59.0k

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
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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 04498455. 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

Finances Sorted’s history from the FCA register and Companies House, newest first.

2025

1 August 2025

  • Mary Catherine Thompson stopped being a part-owner

Companies House

2023

14 August 2023

  • Mary Catherine Thompson became a part-owner (25–50% of shares)

Companies House

2021

13 September 2021

  • Mary Catherine Thompson stopped being a part-owner

Companies House

2016

30 July 2016

  • Mary Catherine Thompson became a part-owner (25–50% of shares)
  • Philip Thompson became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

31 October 2004

  • Regulated by the Financial Services Authority from this date
  • Applied to cancel its FCA authorisation

FCA register

2002

30 July 2002

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (9 shown here)
  • Every director appointment and resignation: 3
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Firms like Finances Sorted

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

In the Wakefield (WF) postcode area

Elsewhere in the UK

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 Finances Sorted

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
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 17 events in its history

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Frequently asked questions about this firm

Is Finances Sorted Limited FCA authorised?
Finances Sorted Limited (FRN 306352) is on the FCA register, but its authorisation is changing (authorisation being cancelled). Check the register before dealing with it.
What is Finances Sorted’s phone number?
The FCA register lists the phone number 01924 262002 for Finances Sorted. If you were given different contact details, use these to check with the firm before going any further.
Is Finances Sorted a scam or clone?
Finances Sorted 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 Finances Sorted?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Finances Sorted to the Financial Ombudsman Service, free of charge.
Who owns Finances Sorted?
Companies House lists one person with significant control of Finances Sorted: Mr Philip Thompson (25–50% of shares). Before that, it was controlled by Mrs Mary Catherine Thompson.
Who runs Finances Sorted?
Companies House lists one director of Finances Sorted: Philip Thompson.
How long has Finances Sorted been in business?
The company was formed on 30 July 2002.
What do Finances Sorted’s latest accounts show?
Its latest accounts, to 31 July 2026, show net assets of £107k (−23% from £139k).

Sources and links

The full report on Finances Sorted Limited

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