Fraser Evelyn Financial Planning Ltd

Reference number: 1000232

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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

Best Practice IFA Group Limited Reference number: 223112 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.
  • Fraser Evelyn Financial Planning Ltd (FRN 1000232) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Fraser Evelyn Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Fraser Evelyn 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 fraserevelyn.co.uk first appeared online, and whether it can receive email
  • What kind of line 07845 564061 is
  • Who else gives the postcode GL53 7BQ
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Best Practice IFA Group 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
14923344
Company status
Active
Company type
Private limited company
Incorporated
8 June 2023 (3 years old)
Registered office
Moreton House, 31 High Street, Buckingham, MK18 1NU, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Thomas Martin Leonard Warwick Director Sep 1974 8 Jun 2023 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 30 June 2025Full accountsNot audited

Net assets

£15.9k

+32% from £12.0k

Cash at bank

£23.8k

+48% from £16.1k

Owed within a year

£25.8k

+93% from £13.4k

Assets and liabilities

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 14923344. 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

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

2023

9 August 2023

  • Became an appointed representative

FCA register

8 June 2023

  • Incorporated at Companies House
  • Thomas Martin Leonard Warwick took control (75–100% of shares)
  • Thomas Martin Leonard Warwick appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Fraser Evelyn Financial Planning

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

In Cheltenham

Amir MahvanCheltenhamAppointed representativeAnderson Wealth Advice LimitedCheltenhamAppointed representativeAngus CarmichaelCheltenhamAppointed representativeAwb Financial LtdCheltenhamAppointed representativeBlincoe Financial Planning LimitedCheltenhamAppointed representativeConverse Financial LimitedCheltenhamAppointed 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 Fraser Evelyn 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
  • All 4 events in its history

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Frequently asked questions about this firm

Is Fraser Evelyn Financial Planning Ltd FCA authorised?
Fraser Evelyn Financial Planning Ltd (FRN 1000232) 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 Fraser Evelyn 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. Fraser Evelyn Financial Planning Ltd (FRN 1000232) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Fraser Evelyn Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Fraser Evelyn 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 Fraser Evelyn Financial Planning’s phone number and website?
The FCA register lists the phone number 07845 564061 and the website fraserevelyn.co.uk for Fraser Evelyn Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Fraser Evelyn Financial Planning a scam or clone?
Fraser Evelyn 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 Fraser Evelyn Financial Planning?
Protection works through Best Practice IFA Group Limited, the principal firm responsible for Fraser Evelyn Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Fraser Evelyn Financial Planning?
Companies House lists one person with significant control of Fraser Evelyn Financial Planning: Mr Thomas Martin Leonard Warwick (75–100% of shares).
Who runs Fraser Evelyn Financial Planning?
Companies House lists one director of Fraser Evelyn Financial Planning: Thomas Martin Leonard Warwick.
How long has Fraser Evelyn Financial Planning been in business?
The company was formed on 8 June 2023.
What do Fraser Evelyn Financial Planning’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £15.9k (+32% from £12.0k) and cash at bank of £23.8k (+48% from £16.1k).

Sources and links

The full report on Fraser Evelyn Financial Planning Ltd

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