Fortuna Major Financial Planning Ltd

Reference number: 793655

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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

Quilter Financial Services Limited Reference number: 440703 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.
  • Fortuna Major Financial Planning Ltd (FRN 793655) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Fortuna Major Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Fortuna Major 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 fortunamajor.co.uk first appeared online, and whether it can receive email
  • What kind of line 01395 220077 is
  • Who else gives the postcode EX8 2SG
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Other names (2)

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

  • Bronsens Financial Services Trading name
  • KSK Financial Solutions Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter 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 number
10930568
Company status
Active
Company type
Private limited company
Incorporated
24 August 2017 (9 years old)
Registered office
14 Hartley Road, Exmouth, Devon, EX8 2SG, England
Nature of business
  • Life insurance (SIC 65110)
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Marcus Owen Dollimore Director Jun 1958 24 Aug 2017 1 other company
Simon Graham Hall Director Jun 1965 24 Aug 2017 None

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 company
1
still active
1

In the full report: all 1 company, 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
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Filed accounts and finances

Year to 31 August 2025Micro-entity accountsNot audited

Total equity

£125k

+58% from £79.1k

Employees (average)

5

+25% from 4

Owed within a year

£224k

+364% from £48.3k

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.

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

Accounts filed at Companies House for company 10930568. 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

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

Key events (5) All events (10)

2024

1 October 2024

  • Jane Catherine Hall became a part-owner (25–50% of shares)

Companies House

2018

1 August 2018

  • Marcus Owen Dollimore became a part-owner (25–50% of shares)

Companies House

2017

8 November 2017

  • Became an appointed representative

FCA register

24 August 2017

  • Incorporated at Companies House
  • Simon Graham Hall took control (75–100% of shares)

Companies House

In the full report: all 10 events

  • All 10 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like Fortuna Major Financial Planning

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

In Exmouth

Avocet Wealth Partnership LtdExmouthAppointed representativeCameron Jones Financial Management LimitedExmouthAppointed representativeEstuary Financial Planning LtdExmouthAppointed representativeJBM Wealth Management LtdExmouthAppointed representativeMeredith Morgan Taylor LtdExmouthAppointed representativeLatham Independent FinanceExmouthAuthorised

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 Fortuna Major Financial Planning

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is Fortuna Major Financial Planning Ltd FCA authorised?
Fortuna Major Financial Planning Ltd (FRN 793655) 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 Fortuna Major 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. Fortuna Major Financial Planning Ltd (FRN 793655) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Fortuna Major Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Fortuna Major 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 Fortuna Major Financial Planning’s phone number and website?
The FCA register lists the phone number 01395 220077 and the website fortunamajor.co.uk for Fortuna Major Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Fortuna Major Financial Planning a scam or clone?
Fortuna Major 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 Fortuna Major Financial Planning?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Fortuna Major Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Fortuna Major Financial Planning?
Companies House lists 3 people with significant control of Fortuna Major Financial Planning: Mr Simon Graham Hall (75–100% of shares), Mrs Jane Catherine Hall (25–50% of shares) and Mr Marcus Owen Dollimore (25–50% of shares).
Who runs Fortuna Major Financial Planning?
Companies House lists 2 directors of Fortuna Major Financial Planning: Marcus Owen Dollimore and Simon Graham Hall.
How long has Fortuna Major Financial Planning been in business?
The company was formed on 24 August 2017.
What do Fortuna Major Financial Planning’s latest accounts show?
Its latest accounts, to 31 August 2025, show total equity of £125k (+58% from £79.1k).
Does Fortuna Major Financial Planning use any other names?
It trades as Bronsens Financial Services. It has previously used the name KSK Financial Solutions.

Sources and links

The full report on Fortuna Major Financial Planning Ltd

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