Hannon Financial Planning Ltd

Reference number: 972236

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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.
  • Hannon Financial Planning Ltd (FRN 972236) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Hannon Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Hannon 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, 1 thing worth a closer look

  • When hannonfinancialplanning.co.uk first appeared online, and whether it can receive email
  • What kind of line 07860 570090 is
  • Whether EH3 7NS is a shared office: 52 other firms give it
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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
SC720341
Company status
Active
Company type
Private limited company
Incorporated
19 January 2022 (4 years old)
Registered office
30 Maude Place, Kirkliston, EH29 9FH, Scotland
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Julie Alexandra Hannon Director Aug 1979 19 Jan 2022 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
closed down
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
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Filed accounts and finances

Year to 31 January 2025Small company accountsNot audited

Net assets

£13.3k

Up £13.2k from £153

Cash at bank

£43.7k

+343% from £9,865

Employees (average)

1

Same as 1

Owed within a year

£103k

+64% from £62.9k

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 SC720341. 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

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

2022

16 March 2022

  • Became an appointed representative

FCA register

19 January 2022

  • Incorporated at Companies House
  • Julie Alexandra Hannon took control (75–100% of shares)
  • Julie Alexandra Hannon appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Hannon Financial Planning

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

In Edinburgh

Royal College Of Surgeons Of EdinburghEdinburghAppointed representativeAB1 Financial Planning LtdEdinburghAppointed representativeAdam LeechEdinburghAppointed representativeAdrian HangerEdinburghAppointed representativeAlasdair McLeishEdinburghAppointed representativeAlex DockarEdinburghAppointed 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 Hannon 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
  • 3 background checks on its contact details, 1 flagged
  • All 4 events in its history

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Frequently asked questions about this firm

Is Hannon Financial Planning Ltd FCA authorised?
Hannon Financial Planning Ltd (FRN 972236) 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 Hannon 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. Hannon Financial Planning Ltd (FRN 972236) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Hannon Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Hannon 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 Hannon Financial Planning’s phone number and website?
The FCA register lists the phone number 07860 570090 and the website hannonfinancialplanning.co.uk for Hannon Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Hannon Financial Planning a scam or clone?
Hannon 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 Hannon Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Hannon Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Hannon Financial Planning?
Companies House lists one person with significant control of Hannon Financial Planning: Mrs Julie Alexandra Hannon (75–100% of shares).
Who runs Hannon Financial Planning?
Companies House lists one director of Hannon Financial Planning: Julie Alexandra Hannon.
How long has Hannon Financial Planning been in business?
The company was formed on 19 January 2022.
What do Hannon Financial Planning’s latest accounts show?
Its latest accounts, to 31 January 2025, show net assets of £13.3k (up £13.2k from £153) and cash at bank of £43.7k (+343% from £9,865).

Sources and links

The full report on Hannon Financial Planning Ltd

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