Greenwood Financial Planning LLP
Reference number: 518096
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
The Barn, Audley End Business Centre, Wendens Ambo, Saffron Walden, Essex, CB11 4JL, United Kingdom
In the full report: 3 background checks
- When greenwoodfinancialplanning.co.uk first appeared online, and whether it can receive email
- What kind of line 01799 543222 is
- Who else gives the postcode CB11 4JL
FCA permissions and consumer protection
- 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.
- 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.
- 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 (6 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Credit Broking
- Debt-counselling
- 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
- OC346520 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 18 June 2009 (17 years old)
- Registered office
- The Barn London Road, Wendens Ambo, Saffron Walden, Essex, CB11 4JL
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Michael John Passfield | LLP member | Jan 1963 | 18 Jun 2009 | 5 other companies |
| Jonathan Charles Blain | LLP designated member | Jun 1968 | 2 Oct 2024 | None |
| Paul James Tarran | LLP designated member | Jun 1956 | 2 Oct 2024 | 50 other companies |
| GREENWOOD WEALTH MANAGEMENT LTD | Corporate LLP member | Not published | 7 Jan 2010 | None |
| HLO LTD | Corporate LLP member | Not published | 2 Oct 2024 | None |
Other companies run by these 5 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
- 54
- closed down
- 16
- went insolvent
- 4
In the full report: all 54 companies, named
- What each company does, and whether it is still trading
- Which of these 5 directors sit on each board, and since when
- The 4 that went into liquidation or administration
- The 6 on the FCA register
- The 1 company these 5 directors run together
- All 6 people who have ever been directors, with their dates
Filed accounts and finances
Cash at bank
£150k
−45% from £272k
Employees (average)
6
Same as 6
Owed within a year
£15.6k
−40% from £26.1k
The accounts for the year to 30 September 2024 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £1.09m, for the year to 31 October 2022.
In the full report: all 6 years of accounts
- Every year from 2019 to 2024
- 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 OC346520. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Greenwood Financial Planning’s history from the FCA register and Companies House, newest first.
2024
2 October 2024
- Greenwood Wealth Management Ltd stopped being a part-owner
- Hlo Ltd took control (75–100% of votes)
- Jonathan Charles Blain gained significant control
- Michael John Passfield stopped being a part-owner
- Paul James Tarran gained significant control
- Richard William Mumford stopped being a part-owner
Companies House
2016
6 April 2016
- Greenwood Wealth Management Ltd became a part-owner (25–50% of shares)
- Michael John Passfield became a part-owner (25–50% of shares)
- Richard William Mumford became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2010
31 August 2010
- Became authorised by the FCA
FCA register
24 June 2010
- Regulated by the Financial Services Authority from this date
FCA register
2009
18 June 2009
- Incorporated at Companies House
Companies House
In the full report: all 22 events
- All 22 events in its history (13 shown here)
- Every director appointment and resignation: 5
Firms connected to Greenwood Financial Planning
Other FCA-listed firms that share a director, phone number or address with Greenwood Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share a director
- 1
- share its postcode
- 3
In the full report: all 4 connected firms, named
- How each is linked: shared directors (1), the same postcode (3)
- Who links each one: the named directors, with dates
- 5 past links through former directors
Firms like Greenwood Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Saffron Walden
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 Greenwood Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 54 other companies its directors have run, named
- 3 background checks on its contact details
- 6 years of accounts, charted
- All 22 events in its history
- 4 connected firms, named, and who links them
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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