Hallmark Financial Planning Ltd

Reference number: 469024

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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

    020 3697 6947

  • Address

    47 Ridge Road, Sutton, Surrey, SM3 9LF, United Kingdom

In the full report: 2 background checks

  • What kind of line 020 3697 6947 is
  • Who else gives the postcode SM3 9LF
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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
17 May 2007 (19 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Francis Geoffrey Clamp Director Nov 1954 17 May 2007 1 other company

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
still active
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
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£74.7k

−5.1% from £78.7k

Cash at bank

£63.2k

−6.8% from £67.7k

Employees (average)

1

Same as 1

Owed within a year

£8,505

−6.1% from £9,062

Net assets

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 06250484. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

2016

6 April 2016

  • Francis Geoffrey Clamp took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

6 November 2007

  • Regulated by the Financial Services Authority from this date

FCA register

30 July 2007

  • Became authorised by the FCA

FCA register

17 May 2007

  • Incorporated at Companies House

Companies House

In the full report: all 10 events

  • All 10 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms like Hallmark Financial Planning

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

In Sutton

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 Hallmark 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
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is Hallmark Financial Planning Ltd FCA authorised?
Yes, Hallmark Financial Planning Ltd (FRN 469024) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2007 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Hallmark Financial Planning’s phone number?
The FCA register lists the phone number 020 3697 6947 for Hallmark Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Hallmark Financial Planning a scam or clone?
Hallmark 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 Hallmark 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 Hallmark Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Hallmark Financial Planning?
Companies House lists one person with significant control of Hallmark Financial Planning: Mr Francis Geoffrey Clamp (75–100% of shares).
Who runs Hallmark Financial Planning?
Companies House lists one director of Hallmark Financial Planning: Francis Geoffrey Clamp.
How long has Hallmark Financial Planning been in business?
The company was formed on 17 May 2007, and has held its current FCA authorisation since July 2007.
What do Hallmark Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £74.7k (−5.1% from £78.7k) and cash at bank of £63.2k (−6.8% from £67.7k).

Sources and links

The full report on Hallmark Financial Planning Ltd

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