Forvis Mazars Financial Planning Limited
Reference number: 182644
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
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.
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Phone number
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Address
Forvis Mazars LLP, 30 Old Bailey, London, City Of London, EC4M 7AU, United Kingdom
In the full report: 3 background checks
- When forvismazars.com first appeared online, and whether it can receive email
- What kind of line 020 7063 4000 is, and the 2 other firms that give it
- Who else gives the postcode EC4M 7AU
Other names (31)
If you were contacted under any of these names, it is this firm.
- Forvis Mazars Trading name: A name it trades under now.
- Forvis Mazars Wealth Management Trading name: A name it trades under now.
- Independent Women Trading name: A name it trades under now.
- Mazars Financial Planning Limited Former name: A name it was registered under before.
- Mazars Financial Services Limited Former name: A name it was registered under before.
- NR Financial Services Limited Former name: A name it was registered under before.
- DSH Financial Services Former trading name: A name it used to trade under.
- EA Kench & Co Financial Services Former trading name: A name it used to trade under.
- Greenwich Financial Services Former trading name: A name it used to trade under.
- Hallidays Financial Services Former trading name: A name it used to trade under.
- HKM Financial Services Former trading name: A name it used to trade under.
- Indepenent Women Former trading name: A name it used to trade under.
- John Torrible Financial Services Former trading name: A name it used to trade under.
- Mazars Former trading name: A name it used to trade under.
- Mazars Receivables Management Former trading name: A name it used to trade under.
- Mazars (Sports Management) Former trading name: A name it used to trade under.
- Mazars Wealth Management Former trading name: A name it used to trade under.
- Muras Baker Jones Financial Services Former trading name: A name it used to trade under.
- Neville Russell Financial Services Former trading name: A name it used to trade under.
- Neville Russell Financial Services (ASAP) Former trading name: A name it used to trade under.
- Neville Russell Financial Services (Ashmore) Former trading name: A name it used to trade under.
- Neville Russell Financial Services (David Gist & Co) Former trading name: A name it used to trade under.
- Neville Russell Financial Services (Davies Gimber Brown) Former trading name: A name it used to trade under.
- Neville Russell Financial Services (Ellis Fermor Negus) Former trading name: A name it used to trade under.
- Neville Russell Financial Services (Linnells) Former trading name: A name it used to trade under.
- Neville Russell Financial Services (Machins) Former trading name: A name it used to trade under.
- Neville Russell Financial Services (Mitchells Roberton) Former trading name: A name it used to trade under.
- Neville Russell Financial Services (Neville Jones) Former trading name: A name it used to trade under.
- Neville Russell Financial Services (Sports Management) Former trading name: A name it used to trade under.
- Richard Freeman & Co Financial Services Former trading name: A name it used to trade under.
- Walter Hunter & Co Financial Services Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (11 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Credit Broking
- Dealing in investments as agent
- Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- Making arrangements with a view to transactions in investments
- Managing 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
- 03172233 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 13 March 1996 (30 years old)
- Registered office
- 30 Old Bailey, London, EC4M 7AU, United Kingdom
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| David John Baker | Director | Jul 1979 | 27 Sep 2017 | 2 other companies |
| Alan Duley | Director | Jan 1968 | 30 Nov 2020 | 12 other companies |
| Margaret Laidlaw | Director | Oct 1965 | 11 Nov 2021 | 5 other companies |
| Natalie Dawn Van Horning | Director | Nov 1982 | 14 Jan 2025 | 1 other company |
Other companies run by these 4 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
- 16
- closed down
- 7
- run together
- 2
In the full report: all 16 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 2 companies these 4 directors run together
- All 24 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£21.6m
+13% from £19.2m
Profit before tax
£7.41m
+30% from £5.68m
Net assets
£9.16m
+21% from £7.59m
Cash at bank
£1.10m
+11% from £987k
Turnover and profit
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- Both charts, 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 03172233. 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
Forvis Mazars Financial Planning’s history from the FCA register and Companies House, newest first.
2024
3 June 2024
- Changed its registered name from "Mazars Financial Planning Limited"
FCA register
2016
6 April 2016
- Forvis Mazars Services Limited took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2005
8 September 2005
- Changed its registered name from "Mazars Financial Services Limited"
FCA register
2002
2 September 2002
- Board replaced: all 3 directors left and 2 new directors took over
- Changed its registered name from "NR Financial Services Limited"
Companies House · FCA register
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
1997
31 January 1997
- Regulated by the Personal Investment Authority from this date
FCA register
1996
13 March 1996
- Incorporated at Companies House
Companies House
In the full report: all 110 events
- All 110 events in its history (10 shown here)
- Every director appointment and resignation: 42
Firms connected to Forvis Mazars Financial Planning
Other FCA-listed firms that share a director, phone number or address with Forvis Mazars Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its phone number
- 2
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same phone number (2), the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Forvis Mazars Financial Planning
Other firms of the same type (lender), nearest first.
In London
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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 Forvis Mazars Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 16 other companies its directors have run, named
- 3 background checks on its contact details
- 6 years of accounts, charted
- All 110 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
Is Forvis Mazars Financial Planning Limited FCA authorised?
Yes, Forvis Mazars Financial Planning Limited (FRN 182644) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a lender. The FCA has placed no limits on its permissions.
What is Forvis Mazars Financial Planning’s phone number and website?
The FCA register lists the phone number 020 7063 4000 and the website forvismazars.com/uk/en for Forvis Mazars Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is Forvis Mazars Financial Planning a scam or clone?
Forvis Mazars 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 Forvis Mazars 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 Forvis Mazars Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Forvis Mazars Financial Planning?
Forvis Mazars Financial Planning is owned by Forvis Mazars Services Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Forvis Mazars Financial Planning?
Companies House lists 4 directors of Forvis Mazars Financial Planning: David John Baker, Alan Duley, Margaret Laidlaw and Natalie Dawn Van Horning.
How long has Forvis Mazars Financial Planning been in business?
The company was formed on 13 March 1996, and has held its current FCA authorisation since December 2001.
What do Forvis Mazars Financial Planning’s latest accounts show?
Its latest accounts, to 31 August 2025, show turnover of £21.6m (+13% from £19.2m) and profit before tax of £7.41m (+30% from £5.68m).
Does Forvis Mazars Financial Planning use any other names?
It trades as Forvis Mazars, Forvis Mazars Wealth Management and Independent Women. It has previously used 28 other names, including Mazars Financial Planning Limited, Mazars Financial Services Limited and NR Financial Services Limited.
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk