Hall Financial Planning LLP

Reference number: 618207

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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 hallfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 0800 043 2294 is
  • Who else gives the postcode OX7 6QS
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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 number
OC346300
Company status
Active
Company type
Limited liability partnership
Incorporated
11 June 2009 (17 years old)
Registered office
Oriel House 22 William Smith Close, Churchill, Chipping Norton, OX7 6QS, England

Directors and company secretaries

Name Role Born Appointed Other companies
Helen Joanne Hall LLP designated member Oct 1971 11 Jun 2009 1 other company
Matthew Charles Hall LLP designated member Nov 1971 11 Jun 2009 2 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
2
closed down
1
run together
1

In the full report: all 2 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 1 company these 2 directors run together
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Filed accounts and finances

9 months to 31 March 2025Small company accountsNot audited

Net assets

£100k

No earlier figure to compare

Cash at bank

£103k

+26% from £82.3k

Employees (average)

2

Same as 2

Owed within a year

£21.6k

−34% from £33.0k

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • 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 OC346300. 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

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

Key events (5) All events (9)

2016

1 July 2016

  • Helen Joanne Hall gained 25–50% of the votes
  • Matthew Charles Hall gained 50–75% of the votes

Companies House

2014

22 July 2014

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

FCA register

2009

11 June 2009

  • Incorporated at Companies House

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like Hall Financial Planning

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

In Chipping Norton

Longhurst LimitedChipping NortonAuthorisedCottons Wealth LimitedChipping NortonAppointed representative

In the Oxford (OX) postcode area

A1 Mortgages LimitedBicesterAuthorisedAdaurum LimitedWatlingtonAuthorisedAmber Wealth Creation LimitedWitneyAuthorisedAxiom Financial Services LtdOxfordAuthorised

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 Hall 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
  • 7 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Hall Financial Planning LLP FCA authorised?
Yes, Hall Financial Planning LLP (FRN 618207) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Hall Financial Planning’s phone number and website?
The FCA register lists the phone number 0800 043 2294 and the website hallfp.co.uk for Hall Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Hall Financial Planning a scam or clone?
Hall 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 Hall 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 Hall Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Hall Financial Planning?
Companies House lists 2 people with significant control of Hall Financial Planning: Mr Matthew Charles Hall (50–75% of votes) and Mrs Helen Joanne Hall (25–50% of votes).
Who runs Hall Financial Planning?
Companies House lists 2 directors of Hall Financial Planning: Helen Joanne Hall and Matthew Charles Hall.
How long has Hall Financial Planning been in business?
The company was formed on 11 June 2009, and has held its current FCA authorisation since July 2014.
What do Hall Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £100k (no earlier figure to compare) and cash at bank of £103k (+26% from £82.3k).

Sources and links

The full report on Hall Financial Planning LLP

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