Fort Financial Planning Limited: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 21 years
Your funds are protected by FSCS
No FCA actions
Active company since 2004
Accounts filed up to 31 March 2026

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.

Website

ffp.org.uk (opens in a new tab)
Phone number

01935 813322
Address

Etheridge House, Barton View Business Park, Sheeplands Lane, Sherborne, Dorset, DT9 4FW, United Kingdom

In the full report: 3 background checks

When ffp.org.uk first appeared online, and whether it can receive email
What kind of line 01935 813322 is
Who else gives the postcode DT9 4FW

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.
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 (5 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
Debt-counselling
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: 05262921 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 18 October 2004 (22 years old)
Registered office: Etheridge House Barton View Business Park, Sheeplands Lane, Sherborne, Dorset, DT9 4FW, United Kingdom
Nature of business: Fund management activities (SIC 66300)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Andrew Nicholas Fort	Director	Apr 1957	18 Oct 2004	2 other companies
Mark Charles Salter	Director	Mar 1980	6 Apr 2016	None
Emily Margaret Clark Flynn	Director	May 1990	21 Sep 2018	None
Emily Margaret Clark Flynn	Secretary	Not published	4 Mar 2019	–

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: 2
closed down: 2

In the full report: all 2 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
All 5 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Net assets

£197k

+16% from £170k

Cash at bank

£192k

+12% from £172k

Owed within a year

£106k

+28% from £82.1k

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.

Accounts filed at Companies House for company 05262921. 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

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

Key events (5) All events (13)

2016

6 April 2016

Andrew Nicholas Fort became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

Regulated by the FCA from this date

FCA register

2005

1 April 2005

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

FCA register

2004

18 October 2004

Incorporated at Companies House

Companies House

In the full report: all 13 events

All 13 events in its history (5 shown here)
Every director appointment and resignation: 5

Firms like Fort Financial Planning

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

In Sherborne

CheckRisk LLPSherborneAuthorised

In the Dorchester (DT) postcode area

Alchemy Financial LimitedBlandford ForumAuthorised Blueberry Wealth LimitedDorchesterAuthorised Female Focussed Finance LtdWeymouthAuthorised Gillinghams Independent Financial Advisers LimitedBridportAuthorised Harney & Co Independent Financial AdvisersBlandford ForumAuthorised

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 Fort Financial Planning

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
3 background checks on its contact details
7 years of accounts, charted
All 13 events in its history

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Frequently asked questions about this firm

Is Fort Financial Planning Limited FCA authorised?

Yes, Fort Financial Planning Limited (FRN 425743) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Fort Financial Planning’s phone number and website?

The FCA register lists the phone number 01935 813322 and the website ffp.org.uk for Fort Financial Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Fort Financial Planning a scam or clone?

Fort Financial Planning 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 Fort Financial Planning?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Fort Financial Planning to the Financial Ombudsman Service, free of charge.

Who owns Fort Financial Planning?

Companies House lists one person with significant control of Fort Financial Planning: Mr Andrew Nicholas Fort (50–75% of shares).

Who runs Fort Financial Planning?

Companies House lists 3 directors of Fort Financial Planning: Andrew Nicholas Fort, Mark Charles Salter and Emily Margaret Clark Flynn.

How long has Fort Financial Planning been in business?

The company was formed on 18 October 2004, and has held its current FCA authorisation since April 2005.

What do Fort Financial Planning’s latest accounts show?

Its latest accounts, to 31 March 2026, show net assets of £197k (+16% from £170k) and cash at bank of £192k (+12% from £172k).