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.
- Appointed for 7 years
- Protected through the principal
- No FCA actions
- Active company since 2019
- Accounts filed up to 31 March 2025
- On its latest accounts it owed £200 more than it owned
Responsible principal firm
Quantum Wealth Management Ltd Reference number: 751222 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.
- Hallgarth Wealth Planning (Yorkshire) Ltd (FRN 842148) is an AR of Quantum Wealth Management Ltd (FRN 751222). When you use Hallgarth Wealth Planning (Yorkshire)'s services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Hallgarth Wealth Planning (Yorkshire), 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.
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No website on the FCA register
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Phone number
-
Address
Hammerain House, Hookstone Avenue, Harrogate, North Yorkshire, HG2 8ER, United Kingdom
In the full report: 2 background checks
- What kind of line 01423 876386 is
- Who else gives the postcode HG2 8ER
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Quantum Wealth Management Ltd, 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, freeYou 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.
- Company number
- 11923820 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 3 April 2019 (7 years old)
- Registered office
- Rose House Station Road, Tollerton, York, YO61 1RD, England
- Nature of business
-
- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Colin Nigel White | Director | Dec 1966 | 3 Apr 2019 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- All 3 people who have been directors, with their dates
Filed accounts and finances
Total equity
−£200
−115% from £1,379
Employees (average)
1
Same as 1
Owed within a year
£1,062
−76% from £4,422
Total equity is negative: on its last balance sheet the company owed £200 more than it owned.
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- The chart, over every year
- 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.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 11923820. 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
Hallgarth Wealth Planning (Yorkshire)’s history from the FCA register and Companies House, newest first.
2019
15 May 2019
- Became an appointed representative
FCA register
3 April 2019
- Incorporated at Companies House
- Colin Nigel White became a part-owner (25–50% of shares)
Companies House
In the full report: all 8 events
- All 8 events in its history (3 shown here)
- Every director appointment and resignation: 5
Firms connected to Hallgarth Wealth Planning (Yorkshire)
Other FCA-listed firms that share a director, phone number or address with Hallgarth Wealth Planning (Yorkshire). A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 5
- no longer authorised
- 1
- share its postcode
- 5
In the full report: all 5 connected firms, named
- How each is linked: the same postcode (5)
- Who links each one: the named directors, with dates
Firms like Hallgarth Wealth Planning (Yorkshire)
Other firms of the same type (financial adviser), nearest first.
In Harrogate
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 Hallgarth Wealth Planning (Yorkshire)
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 2 background checks on its contact details
- 6 years of accounts, charted
- All 8 events in its history
- 5 connected firms, named, and who links them
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Frequently asked questions about this firm
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What do Hallgarth Wealth Planning (Yorkshire)’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk