Hattersley Financial Planning Ltd

Reference number: 1039015

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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.
  • Hattersley Financial Planning Ltd (FRN 1039015) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Hattersley Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Hattersley 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 hattersleyfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07572 608943 is
  • Who else gives the postcode ST5 9QF
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Other names (1)

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

  • Danny Hattersley Financial Planning 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
16464245
Company status
Active
Company type
Private limited company
Incorporated
21 May 2025 (1 year old)
Registered office
Unit 6 Lymedale Business Centre Hooters Hall Road, Lymedale Business Park, Newcastle, ST5 9QF, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Danny Hattersley Director Jan 1993 21 May 2025 None
Elizabeth Mary Hattersley Secretary Not published 21 May 2025 –

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 31 May 2026Small company accountsNot audited

Net assets

£20.3k

No earlier figure to compare

Cash at bank

£60.2k

No earlier figure to compare

Employees (average)

2

No earlier figure to compare

Owed within a year

£87.0k

No earlier figure to compare

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 16464245. 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

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

2025

30 July 2025

  • Became an appointed representative
  • Began trading as "Danny Hattersley Financial Planning"

FCA register

21 May 2025

  • Incorporated at Companies House
  • Danny Hattersley became a part-owner (25–50% of shares)
  • Elizabeth Mary Hattersley became a part-owner (25–50% of shares)
  • Danny Hattersley appointed as a director

Companies House

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

Firms connected to Hattersley Financial Planning

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Hattersley Financial Planning

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

In Newcastle

Abacus Wealth Management Group LimitedNewcastleAppointed representativeMinerva Financial Solutions LimitedNewcastleAppointed representativeRichard Davenport + Jemma DavenportNewcastleAppointed representativeSeven Stars Private Wealth LimitedNewcastleAppointed representativeBRB Wealth Management LimitedNewcastleAuthorisedCharterhouse Financial LimitedNewcastleAuthorised

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 Hattersley 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 6 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Hattersley Financial Planning Ltd FCA authorised?
Hattersley Financial Planning Ltd (FRN 1039015) 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 Hattersley 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. Hattersley Financial Planning Ltd (FRN 1039015) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Hattersley Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Hattersley 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 Hattersley Financial Planning’s phone number and website?
The FCA register lists the phone number 07572 608943 and the website hattersleyfp.co.uk for Hattersley Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Hattersley Financial Planning a scam or clone?
Hattersley 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 Hattersley Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Hattersley Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Hattersley Financial Planning?
Companies House lists 2 people with significant control of Hattersley Financial Planning: Mrs Elizabeth Mary Hattersley (25–50% of shares) and Mr Danny Hattersley (25–50% of shares).
Who runs Hattersley Financial Planning?
Companies House lists one director of Hattersley Financial Planning: Danny Hattersley.
How long has Hattersley Financial Planning been in business?
The company was formed on 21 May 2025.
What do Hattersley Financial Planning’s latest accounts show?
Its latest accounts, to 31 May 2026, show net assets of £20.3k (no earlier figure to compare) and cash at bank of £60.2k (no earlier figure to compare).
Does Hattersley Financial Planning use any other names?
It trades as Danny Hattersley Financial Planning.

Sources and links

The full report on Hattersley Financial Planning Ltd

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