Hamilton Pullen Financial Planning Ltd

Reference number: 959728

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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.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised 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.
  • Hamilton Pullen Financial Planning Ltd (FRN 959728) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Hamilton Pullen Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Hamilton Pullen Financial Planning, 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.

In the full report: 3 background checks

  • When hamiltonpullenfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07485 639239 is
  • Who else gives the postcode EX5 1FY
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • Natasha Pullen Former name
  • Tasha Pullen Former name
  • Hamilton Pullen Wealth Management Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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, free
    You 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
15131052
Company status
Active
Company type
Private limited company
Incorporated
11 September 2023 (3 years old)
Registered office
5 Providence Court, Pynes Hill, Exeter, EX2 5JL, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Tasha Nikkie Hamilton Pullen Director Apr 1974 11 Sep 2023 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 30 September 2025Small company accountsNot audited

Net assets

£27.4k

Up £33.0k from −£5,574

Cash at bank

£4

Down £450 from £454

Employees (average)

1

Same as 1

Owed within a year

£45.3k

+48% from £30.6k

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 15131052. 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

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

Key events (5) All events (10)

2023

16 September 2023

  • Changed its registered name from "Tasha Pullen"

FCA register

11 September 2023

  • Incorporated at Companies House
  • Tasha Nikkie Hamilton Pullen took control (75–100% of shares)

Companies House

2022

20 January 2022

  • Changed its registered name from "Natasha Pullen"

FCA register

2021

6 October 2021

  • Became an appointed representative

FCA register

In the full report: all 10 events

  • All 10 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Hamilton Pullen Financial Planning

Other FCA-listed firms that share a director, phone number or address with Hamilton Pullen Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
5
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
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Firms like Hamilton Pullen Financial Planning

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

In the Exeter (EX) postcode area

Andrew KeechBarnstapleAppointed representativeAnna Gidman Wealth LtdExeterAppointed representativeAstria Payroll LimitedExeterAppointed representativeAvocet Wealth Partnership LtdExmouthAppointed representativeBlueprint Financial Planning LimitedBarnstapleAppointed representativeBright Future Financial LtdAxminsterAppointed representative

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 Hamilton Pullen Financial Planning

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
  • 3 background checks on its contact details
  • All 10 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Hamilton Pullen Financial Planning Ltd FCA authorised?
Hamilton Pullen Financial Planning Ltd (FRN 959728) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Hamilton Pullen Financial Planning?
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. Hamilton Pullen Financial Planning Ltd (FRN 959728) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Hamilton Pullen Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Hamilton Pullen Financial Planning, 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.
What is Hamilton Pullen Financial Planning’s phone number and website?
The FCA register lists the phone number 07485 639239 and the website hamiltonpullenfp.co.uk for Hamilton Pullen Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Hamilton Pullen Financial Planning a scam or clone?
Hamilton Pullen 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 Hamilton Pullen Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Hamilton Pullen Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Hamilton Pullen Financial Planning?
Companies House lists one person with significant control of Hamilton Pullen Financial Planning: Ms Tasha Nikkie Hamilton Pullen (75–100% of shares).
Who runs Hamilton Pullen Financial Planning?
Companies House lists one director of Hamilton Pullen Financial Planning: Tasha Nikkie Hamilton Pullen.
How long has Hamilton Pullen Financial Planning been in business?
The company was formed on 11 September 2023.
What do Hamilton Pullen Financial Planning’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £27.4k (up £33.0k from −£5,574) and cash at bank of £4 (down £450 from £454).
Does Hamilton Pullen Financial Planning use any other names?
It has previously used 3 other names: Natasha Pullen, Tasha Pullen and Hamilton Pullen Wealth Management.

Sources and links

The full report on Hamilton Pullen Financial Planning Ltd

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