Greentree Financial Planning Ltd

Reference number: 501916

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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.
  • Greentree Financial Planning Ltd (FRN 501916) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Greentree Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Greentree 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 greentreefp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07763 559366 is
  • Who else gives the postcode NR18 9JH
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Other names (1)

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

  • Justin Brady Former 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.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
09489587
Company status
Active
Company type
Private limited company
Incorporated
13 March 2015 (11 years old)
Registered office
Flint Cottage, Sawyers Lane, Suton, Wymondham, NR18 9JH, United Kingdom
Nature of business
  • Activities of mortgage finance companies (SIC 64922)

Directors and company secretaries

Name Role Born Appointed Other companies
Justin Piers Brady Director Aug 1971 13 Mar 2015 1 other company
Justin Piers Brady Secretary Not published 13 Mar 2015 –

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 company
1
closed down
1

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

Year to 31 March 2026Small company accountsNot audited

Net assets

£12.9k

+223% from £3,997

Cash at bank

£19.4k

+179% from £6,945

Employees (average)

2

+100% from 1

Owed within a year

£6,546

+115% from £3,048

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 09489587. 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

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

2023

6 September 2023

  • Judith Katherine Brady stopped being a part-owner

Companies House

2021

1 November 2021

  • Judith Katherine Brady became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Justin Piers Brady took control (75–100% of shares)

Companies House

2015

17 July 2015

  • Changed its registered name from "Justin Brady"

FCA register

13 March 2015

  • Incorporated at Companies House
  • Justin Piers Brady appointed as a director

Companies House

2012

28 June 2012

  • Began trading as "Greentree Financial Planning"

FCA register

2009

3 June 2009

  • Became an appointed representative

FCA register

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

Firms like Greentree Financial Planning

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

In Wymondham

Ardent Financial PlanningWymondhamAppointed representativeCosmic Dogg LimitedWymondhamAppointed representativeMedHaven Financial Planning LtdWymondhamAppointed representativeCrawford Financial Consulting LimitedWymondhamAuthorisedML Financial Associates LimitedWymondhamAuthorised

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 Greentree 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 8 events in its history

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Frequently asked questions about this firm

Is Greentree Financial Planning Ltd FCA authorised?
Greentree Financial Planning Ltd (FRN 501916) 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 Greentree 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. Greentree Financial Planning Ltd (FRN 501916) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Greentree Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Greentree 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 Greentree Financial Planning’s phone number and website?
The FCA register lists the phone number 07763 559366 and the website greentreefp.co.uk for Greentree Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Greentree Financial Planning a scam or clone?
Greentree 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 Greentree Financial Planning?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Greentree Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Greentree Financial Planning?
Companies House lists one person with significant control of Greentree Financial Planning: Mr Justin Piers Brady (75–100% of shares). Before that, it was controlled by Mrs Judith Katherine Brady.
Who runs Greentree Financial Planning?
Companies House lists one director of Greentree Financial Planning: Justin Piers Brady.
How long has Greentree Financial Planning been in business?
The company was formed on 13 March 2015.
What do Greentree Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £12.9k (+223% from £3,997) and cash at bank of £19.4k (+179% from £6,945).
Does Greentree Financial Planning use any other names?
It has previously used the name Justin Brady.

Sources and links

The full report on Greentree Financial Planning Ltd

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