Finli (Westerham) LLP

Reference number: 579543

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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.

Responsible principal firm

Finli (G&P) Ltd Reference number: 142752 Authorised View firm →
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.
  • Finli (Westerham) LLP (FRN 579543) is an AR of Finli (G&P) Ltd (FRN 142752). When you use Finli (Westerham)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Finli (Westerham), 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.

In the full report: 3 background checks, 1 thing worth a closer look

  • When finli.co.uk first appeared online, and whether it can receive email
  • What kind of line 01959 581020 is
  • Who else gives the postcode TN16 1SL
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Other names (5)

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

  • Finli Trading name
  • Beaufort Financial Planning (Westerham) LLP Former name
  • Minotaur Wealth LLP Former name
  • Beaufort Financial Former trading name
  • Beaufort Planning Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Finli (G&P) Ltd, 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 number
OC353366
Company status
Active
Company type
Limited liability partnership
Incorporated
18 March 2010 (16 years old)
Registered office
C/O Freeths Llp 3rd Floor, Northgate House, 450-500 Silbury Boulevard, Milton Keynes, MK9 2AD, England

Directors and company secretaries

Name Role Born Appointed Other companies
H H WEALTH LTD Corporate LLP designated member Not published 14 Aug 2013 None
GOAT'S GARDEN LIMITED Corporate LLP designated member Not published 1 Jan 2016 None
FINLI (KENT) LIMITED Corporate LLP member Not published 29 Jan 2026 None

In the full report: every company its directors have run

  • Confirmation that these 3 directors run no other company
  • All 17 people who have been directors, with their dates
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Key dates in its history

Finli (Westerham)’s history from the FCA register and Companies House, newest first.

Key events (8) All events (29)

2026

29 January 2026

  • Finli (Kent) Limited became the majority owner (50–75% of shares)
  • Finli Advice Holdings Limited stopped being the majority owner

Companies House

2024

9 December 2024

  • Changed its registered name from "Beaufort Financial Planning (Westerham) LLP"

FCA register

18 October 2024

  • Finli Advice Holdings Limited became the majority owner (50–75% of shares)

Companies House

1 August 2024

  • H H Wealth Limited became a part-owner (25–50% of shares)

Companies House

2013

7 November 2013

  • Changed its registered name from "Minotaur Wealth LLP"

FCA register

2012

18 April 2012

  • Became an appointed representative

FCA register

2010

18 March 2010

  • Incorporated at Companies House

Companies House

In the full report: all 29 events

  • All 29 events in its history (8 shown here)
  • Every director appointment and resignation: 16
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Firms like Finli (Westerham)

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

In Westerham

Darien Williams Wealth Management LtdWesterhamAppointed representativeHuke Wealth Management LtdWesterhamAppointed representativeKaren Sandra WilliamsWesterhamAppointed representativeMaria KyritsisWesterhamAppointed representativePFD Financial Services LtdWesterhamAppointed representativeHeritage Wealth Planning LtdWesterhamAppointed representative

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 Finli (Westerham)

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
  • All 29 events in its history

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Frequently asked questions about this firm

Is Finli (Westerham) LLP FCA authorised?
Finli (Westerham) LLP (FRN 579543) 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 Finli (Westerham)?
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. Finli (Westerham) LLP (FRN 579543) is an AR of Finli (G&P) Ltd (FRN 142752). When you use Finli (Westerham)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Finli (Westerham), 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 Finli (Westerham)’s phone number and website?
The FCA register lists the phone number 01959 581020 and the website finli.co.uk/westerham for Finli (Westerham). If you were given different contact details, use these to check with the firm before going any further.
Is Finli (Westerham) a scam or clone?
Finli (Westerham) 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 Finli (Westerham)?
Protection works through Finli (G&P) Ltd, the principal firm responsible for Finli (Westerham)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Finli (Westerham)?
Finli (Westerham) is owned by Finli (Kent) Limited, which holds 50–75% of votes and 50–75% of surplus assets, since 29 January 2026. Before that, it was controlled by Finli Advice Holdings Limited.
Who runs Finli (Westerham)?
Companies House lists 3 directors of Finli (Westerham): H H Wealth Ltd, Goat's Garden Limited and Finli (Kent) Limited.
How long has Finli (Westerham) been in business?
The company was formed on 18 March 2010.
Does Finli (Westerham) use any other names?
It trades as Finli. It has previously used 4 other names, including Beaufort Financial Planning (Westerham) LLP, Minotaur Wealth LLP and Beaufort Financial.

Sources and links

The full report on Finli (Westerham) LLP

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