Grange Financial Planning Limited

Reference number: 596063

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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.

In the full report: 3 background checks

  • When grange-ifa.co.uk first appeared online, and whether it can receive email
  • What kind of line 01962 676104 is
  • Who else gives the postcode SO21 1LZ
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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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • 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
03679643
Company status
Active
Company type
Private limited company
Incorporated
7 December 1998 (27 years old)
Registered office
Long Barn Hazeley Road, Morestead, Winchester, Hampshire, SO21 1LZ
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Elizabeth Anne Mackenzie Director Jan 1963 7 Dec 1998 2 other companies

Other companies run by its director

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
still active
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 May 2025Small company accountsNot audited

Net assets

£56.2k

−22% from £72.4k

Cash at bank

£62.7k

−21% from £78.9k

Employees (average)

3

−57% from 7

Owed within a year

£9,229

−13% from £10.6k

Net assets

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 03679643. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (4) All events (12)

2016

6 April 2016

  • Elizabeth Anne Mackenzie took control (75–100% of shares)

Companies House

2013

20 June 2013

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

1998

7 December 1998

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (4 shown here)
  • Every director appointment and resignation: 5
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Firms like Grange Financial Planning

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

In Winchester

Christopher Jones Wealth Management LtdWinchesterAuthorisedCollingbourne Wealth Management LtdWinchesterAuthorisedDixon Financial Planning LtdWinchesterAuthorisedIndependent Professional Investments LimitedWinchesterAuthorisedWealthwise Financial Services LimitedWinchesterAuthorisedWinchester Investment Solutions LtdWinchesterAuthorised

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 Grange 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
  • All 12 events in its history

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Frequently asked questions about this firm

Is Grange Financial Planning Limited FCA authorised?
Yes, Grange Financial Planning Limited (FRN 596063) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2013 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Grange Financial Planning’s phone number and website?
The FCA register lists the phone number 01962 676104 and the website grange-ifa.co.uk for Grange Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Grange Financial Planning a scam or clone?
Grange 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 Grange 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 Grange Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Grange Financial Planning?
Companies House lists one person with significant control of Grange Financial Planning: Mrs Elizabeth Anne Mackenzie (75–100% of shares).
Who runs Grange Financial Planning?
Companies House lists one director of Grange Financial Planning: Elizabeth Anne Mackenzie.
How long has Grange Financial Planning been in business?
The company was formed on 7 December 1998, and has held its current FCA authorisation since June 2013.
What do Grange Financial Planning’s latest accounts show?
Its latest accounts, to 31 May 2025, show net assets of £56.2k (−22% from £72.4k) and cash at bank of £62.7k (−21% from £78.9k).

Sources and links

The full report on Grange Financial Planning Limited

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