Financial Planning For Professionals Limited

Reference number: 523366

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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.

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.
  • Financial Planning For Professionals Limited (FRN 523366) is an AR of Milsted Langdon Financial Services Limited (FRN 126457). When you use Financial Planning For Professionals's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Financial Planning For Professionals, 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.

  • No website on the FCA register

  • Phone number

    01823 445544

  • Address

    Winchester House, Deane Gate Avenue, Taunton, Somerset, TA1 2UH, United Kingdom

In the full report: 2 background checks

  • What kind of line 01823 445544 is
  • Who else gives the postcode TA1 2UH
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Other names (1)

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

  • Milsted Langdon Financial Planning Trading name: A name it trades under now.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Milsted Langdon Financial Services 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 status
Active
Company type
Private limited company
Incorporated
17 September 2009 (17 years old)
Registered office
Winchester House, Deane Gate Avenue, Taunton, TA1 2UH
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon John Verrechia Director Dec 1971 5 May 2025 1 other company
Taras Rybak Director Nov 1981 10 Aug 2026 22 other companies

Other companies run by these 2 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
22
closed down
8
are FCA-registered
4

In the full report: all 22 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 4 on the FCA register
  • The 1 company these 2 directors run together
  • All 9 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 May 2025Full accountsAudited

Net assets

£648k

+21% from £534k

Employees (average)

6

−65% from 17

Owed within a year

£215k

−16% from £257k

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.

Accounts filed at Companies House for company 07022172. 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

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

2023

31 January 2023

  • Bidco Ml Limited took control (75–100% of shares)
  • Milsted Langdon Financial Services Limited gave up control

Companies House

2021

4 June 2021

  • Milsted Langdon Financial Services Limited took control (75–100% of shares)

Companies House

2010

4 May 2010

  • Became an appointed representative

FCA register

2009

17 September 2009

  • Incorporated at Companies House

Companies House

In the full report: all 22 events

  • All 22 events in its history (5 shown here)
  • Every director appointment and resignation: 16
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Firms connected to Financial Planning For Professionals

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

connected firms
8
no longer authorised
2
share a director
4

In the full report: all 8 connected firms, named

  • How each is linked: shared directors (4), the same postcode (5)
  • Who links each one: the named directors, with dates
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Firms like Financial Planning For Professionals

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

In Taunton

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 Financial Planning For Professionals

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

  • 22 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 22 events in its history
  • 8 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Financial Planning For Professionals Limited FCA authorised?
Financial Planning For Professionals Limited (FRN 523366) 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 Financial Planning For Professionals?
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. Financial Planning For Professionals Limited (FRN 523366) is an AR of Milsted Langdon Financial Services Limited (FRN 126457). When you use Financial Planning For Professionals's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Financial Planning For Professionals, 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 Financial Planning For Professionals’ phone number?
The FCA register lists the phone number 01823 445544 for Financial Planning For Professionals. If you were given different contact details, use these to check with the firm before going any further.
Is Financial Planning For Professionals a scam or clone?
Financial Planning For Professionals 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 Financial Planning For Professionals?
Protection works through Milsted Langdon Financial Services Limited, the principal firm responsible for Financial Planning For Professionals's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Financial Planning For Professionals?
Financial Planning For Professionals is owned by Bidco Ml Limited, which holds 75–100% of shares and 75–100% of votes, since 31 January 2023. Before that, it was controlled by Milsted Langdon Financial Services Limited.
Who runs Financial Planning For Professionals?
Companies House lists 2 directors of Financial Planning For Professionals: Simon John Verrechia and Taras Rybak.
How long has Financial Planning For Professionals been in business?
The company was formed on 17 September 2009.
What do Financial Planning For Professionals’ latest accounts show?
Its latest accounts, to 31 May 2025, show net assets of £648k (+21% from £534k).
Does Financial Planning For Professionals use any other names?
It trades as Milsted Langdon Financial Planning.

Sources and links

The full report on Financial Planning For Professionals Limited

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