Forthview Financial Planning Ltd

Reference number: 939697

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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

M&G ADVICE PARTNERS LIMITED Reference number: 584256 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.
  • Forthview Financial Planning Ltd (FRN 939697) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Forthview Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Forthview Financial Planning, 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

  • When mandgwealth.com first appeared online, and whether it can receive email
  • What kind of line 07876 398573 is
  • Who else gives the postcode EH51 0DG
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through M&g Advice Partners 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 number
SC678358
Company status
Active
Company type
Private limited company
Incorporated
21 October 2020 (6 years old)
Registered office
12a Dundas Street, Bo'Ness, EH51 0DG, Scotland
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Karen Elizabeth Mcleod Director Mar 1978 21 Oct 2020 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 31 October 2025Micro-entity accountsNot audited

Net assets

£25.2k

+12% from £22.6k

Employees (average)

1

Same as 1

Owed within a year

£23.6k

−11% from £26.4k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company SC678358. 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

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

Key events (5) All events (8)

2023

9 January 2023

  • Stuart McLeod stopped being a part-owner

Companies House

2020

29 November 2020

  • Became an appointed representative

FCA register

21 October 2020

  • Incorporated at Companies House
  • Karen Elizabeth McLeod became a part-owner (25–50% of shares)
  • Stuart McLeod became a part-owner (25–50% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms like Forthview Financial Planning

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

In the Edinburgh (EH) postcode area

Royal College Of Surgeons Of EdinburghEdinburghAppointed representativeAB1 Financial Planning LtdEdinburghAppointed representativeAdam LeechEdinburghAppointed representativeAdrian HangerEdinburghAppointed representativeAlasdair McLeishEdinburghAppointed representativeAlex DockarEdinburghAppointed 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 Forthview 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
  • 5 years of accounts, charted
  • All 8 events in its history

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Frequently asked questions about this firm

Is Forthview Financial Planning Ltd FCA authorised?
Forthview Financial Planning Ltd (FRN 939697) 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 Forthview Financial Planning?
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. Forthview Financial Planning Ltd (FRN 939697) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Forthview Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Forthview Financial Planning, 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 Forthview Financial Planning’s phone number and website?
The FCA register lists the phone number 07876 398573 and the website mandgwealth.com/forthviewfinancialplanning for Forthview Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Forthview Financial Planning a scam or clone?
Forthview 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 Forthview Financial Planning?
Protection works through M&g Advice Partners Limited, the principal firm responsible for Forthview Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Forthview Financial Planning?
Companies House lists 2 people with significant control of Forthview Financial Planning: Mrs Karen Elizabeth McLeod (25–50% of shares) and Mr Stuart McLeod (25–50% of shares).
Who runs Forthview Financial Planning?
Companies House lists one director of Forthview Financial Planning: Karen Elizabeth McLeod.
How long has Forthview Financial Planning been in business?
The company was formed on 21 October 2020.
What do Forthview Financial Planning’s latest accounts show?
Its latest accounts, to 31 October 2025, show net assets of £25.2k (+12% from £22.6k).

Sources and links

The full report on Forthview Financial Planning Ltd

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