H B Cranfield Wealth Management Ltd.

Reference number: 429496

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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.

  • No website on the FCA register

  • Phone number

    01798 872323

  • Address

    Neil Ross Ltd, Mitre House 44-46, Fleet Street, London, City Of London, EC4Y 1BN, United Kingdom

In the full report: 2 background checks

  • What kind of line 01798 872323 is
  • Who else gives the postcode EC4Y 1BN
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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.
  • 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 (5 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
  • 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 status
Active
Company type
Private limited company
Incorporated
11 January 2005 (21 years old)
Registered office
First Floor Mitre House, 44-46 Fleet Street, London, EC4Y 1BP, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Cullen Director May 1977 31 Jan 2023 4 other companies
David Pelster Director Jul 1967 31 Jan 2023 6 other companies

Other companies run by these 2 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
6
closed down
1
are FCA-registered
3

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 3 on the FCA register
  • The 4 companies these 2 directors run together
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2022Small company accountsNot audited

Net assets

£186k

+93% from £96.5k

Cash at bank

£341k

+54% from £222k

Employees (average)

6

Same as 6

Owed within a year

£167k

+6.9% from £157k

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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 05329477. 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

H B Cranfield Wealth Management’s history from the FCA register and Companies House, newest first.

2023

22 March 2023

  • Chancery Financial Planning Holdings Limited took control (75–100% of shares)
  • Francesca Sonja Karen Stewart stopped being a part-owner
  • Garry James Hillier stopped being a part-owner
  • Gary Busby stopped being a part-owner

Companies House

31 January 2023

  • Board replaced: both directors left and 2 new directors took over

Companies House

2021

30 September 2021

  • Francesca Sonja Karen Stewart became a part-owner (25–50% of shares)

Companies House

2016

1 November 2016

  • Garry James Hillier became a part-owner (25–50% of shares)
  • Gary Busby became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

16 May 2005

  • Became authorised by the FCA

FCA register

13 May 2005

  • Regulated by the Financial Services Authority from this date

FCA register

11 January 2005

  • Incorporated at Companies House

Companies House

In the full report: all 21 events

  • All 21 events in its history (12 shown here)
  • Every director appointment and resignation: 6
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Firms connected to H B Cranfield Wealth Management

Other FCA-listed firms that share a director, phone number or address with H B Cranfield Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
4
share a director
2
share its postcode
2

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (2), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like H B Cranfield Wealth Management

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

In London

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 H B Cranfield Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 6 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 21 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is H B Cranfield Wealth Management Ltd. FCA authorised?
Yes, H B Cranfield Wealth Management Ltd. (FRN 429496) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is H B Cranfield Wealth Management’s phone number?
The FCA register lists the phone number 01798 872323 for H B Cranfield Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is H B Cranfield Wealth Management a scam or clone?
H B Cranfield Wealth Management 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 H B Cranfield Wealth Management?
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 H B Cranfield Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns H B Cranfield Wealth Management?
H B Cranfield Wealth Management is owned by Chancery Financial Planning Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 22 March 2023. Before that, it was controlled by Miss Francesca Sonja Karen Stewart, Mr Garry James Hillier and Mr Gary Busby.
Who runs H B Cranfield Wealth Management?
Companies House lists 2 directors of H B Cranfield Wealth Management: Paul Cullen and David Pelster.
How long has H B Cranfield Wealth Management been in business?
The company was formed on 11 January 2005, and has held its current FCA authorisation since May 2005.
What do H B Cranfield Wealth Management’s latest accounts show?
Its latest accounts, to 30 September 2022, show net assets of £186k (+93% from £96.5k) and cash at bank of £341k (+54% from £222k).

Sources and links

The full report on H B Cranfield Wealth Management Ltd.

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