Hanna Hillen Financial Planning Ltd

Reference number: 969026

Instant download

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.

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.
  • Hanna Hillen Financial Planning Ltd (FRN 969026) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Hanna Hillen Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Hanna Hillen 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 hanna-hillen.com first appeared online, and whether it can receive email
  • What kind of line 028 3026 7531 is
  • Who else gives the postcode BT34 1DG
Instant PDF download
Other names (1)

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

  • Hanna Hillen Financial Services Trading name: A name it trades under now.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Best Practice IFA Group Limited, 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 status
Active
Company type
Private limited company
Incorporated
30 November 2021 (4 years old)
Registered office
85-87 Hill Street, Newry, BT34 1DG, Northern Ireland
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Alma Sarah Hanna Director Mar 1958 30 Nov 2021 4 other companies
James Hanna Director Jan 1987 30 Nov 2021 2 other companies
David Reid Hanna Mbe Director May 1956 30 Nov 2021 12 other companies

Other companies run by these 3 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
13
closed down
7
run together
4

In the full report: all 13 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 4 companies these 3 directors run together
Instant PDF download

Filed accounts and finances

Year to 31 March 2025Abridged accountsNot audited

Net assets

£175k

+90% from £91.7k

Cash at bank

£137k

+23% from £111k

Employees (average)

16

+23% from 13

Owed within a year

£152k

−53% from £326k

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 NI684164. 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

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

2025

31 March 2025

  • Alma Sarah Hanna stopped being a part-owner
  • David Reid Hanna Mbe stopped being a part-owner
  • Wheaton Capital Ltd became a part-owner (25–50% of shares)

Companies House

2023

23 October 2023

  • David Reid Hanna Mbe became a part-owner (25–50% of shares)

Companies House

2022

1 February 2022

  • Became an appointed representative

FCA register

2021

30 November 2021

  • Incorporated at Companies House
  • Alma Sarah Hanna became a part-owner (25–50% of shares)
  • James Hanna became a part-owner (25–50% of shares)

Companies House

In the full report: all 12 events

  • All 12 events in its history (8 shown here)
  • Every director appointment and resignation: 3
Instant PDF download

Firms like Hanna Hillen Financial Planning

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

In Newry

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 Hanna Hillen Financial Planning

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

  • 13 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 12 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Hanna Hillen Financial Planning Ltd FCA authorised?
Hanna Hillen Financial Planning Ltd (FRN 969026) 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 Hanna Hillen 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. Hanna Hillen Financial Planning Ltd (FRN 969026) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Hanna Hillen Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Hanna Hillen 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 Hanna Hillen Financial Planning’s phone number and website?
The FCA register lists the phone number 028 3026 7531 and the website hanna-hillen.com for Hanna Hillen Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Hanna Hillen Financial Planning a scam or clone?
Hanna Hillen 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 Hanna Hillen Financial Planning?
Protection works through Best Practice IFA Group Limited, the principal firm responsible for Hanna Hillen Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Hanna Hillen Financial Planning?
Companies House lists 2 people with significant control of Hanna Hillen Financial Planning: Wheaton Capital Ltd (25–50% of shares) and Mr James Hanna (25–50% of shares). Before that, it was controlled by Mr David Reid Hanna Mbe and Mrs Alma Sarah Hanna.
Who runs Hanna Hillen Financial Planning?
Companies House lists 3 directors of Hanna Hillen Financial Planning: Alma Sarah Hanna, James Hanna and David Reid Hanna Mbe.
How long has Hanna Hillen Financial Planning been in business?
The company was formed on 30 November 2021.
What do Hanna Hillen Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £175k (+90% from £91.7k) and cash at bank of £137k (+23% from £111k).
Does Hanna Hillen Financial Planning use any other names?
It trades as Hanna Hillen Financial Services.

Sources and links

The full report on Hanna Hillen Financial Planning Ltd

£19.99 · Instant PDF download

Loading secure checkout…