Henderson Loggie Financial Planning Limited

Reference number: 192409

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

This company holds another FCA record

A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.

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 hlfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01382 200055 is
  • Who else gives the postcode DD1 4QB
Instant PDF download
Other names (2)

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

  • Henderson Loggie Financial Services Limited Former name
  • MHA Henderson Loggie Financial Planning Former trading name

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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (8 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
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • 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 number
SC200834
Company status
Active
Company type
Private limited company
Incorporated
19 October 1999 (27 years old)
Registered office
The Vision Building, 20 Greenmarket, Dundee, DD1 4QB
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
David Douglas Smith Director Mar 1970 21 May 2014 4 other companies
Ricky Clark Director Apr 1980 1 Apr 2022 None
Jonathan Mcdowall Director Oct 1983 1 Apr 2022 None
Stephen James Bain Secretary Not published 1 Apr 2019 –

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
4
closed down
1
still active
3

In the full report: all 4 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
  • All 12 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 March 2026Full accountsAudited

Net assets

£125k

+3.6% from £121k

Cash at bank

£362k

−3.3% from £375k

Owed within a year

£324k

<1% from £325k

Assets and liabilities

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
Instant PDF download
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.

Accounts filed at Companies House for company SC200834. 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

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

Key events (9) All events (37)

2019

17 April 2019

  • Changed its registered name from "Henderson Loggie Financial Services Limited"

FCA register

1 April 2019

  • Henderson Loggie LLP gave up control
  • Henderson Loggie LLP took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Henderson Loggie LLP took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2000

18 July 2000

  • Regulated by the Personal Investment Authority from this date

FCA register

1999

19 October 1999

  • Incorporated at Companies House

Companies House

In the full report: all 37 events

  • All 37 events in its history (9 shown here)
  • Every director appointment and resignation: 21
Instant PDF download

Firms connected to Henderson Loggie Financial Planning

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
Instant PDF download

Firms like Henderson Loggie Financial Planning

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

In Dundee

Impartial Financial Solutions Dundee LLPDundeeAuthorisedJohn TimoneyDundeeAuthorisedMGA Financial Management LimitedDundeeAuthorisedTayside Investments Ltd.DundeeAuthorisedThorntons Wealth Management LimitedDundeeAuthorisedVerus Financial Planning LimitedDundeeAuthorised

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 Henderson Loggie Financial Planning

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

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 37 events in its history
  • 1 connected firm, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Henderson Loggie Financial Planning Limited FCA authorised?
Yes, Henderson Loggie Financial Planning Limited (FRN 192409) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Henderson Loggie Financial Planning’s phone number and website?
The FCA register lists the phone number 01382 200055 and the website hlfp.co.uk for Henderson Loggie Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Henderson Loggie Financial Planning a scam or clone?
Henderson Loggie 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 Henderson Loggie 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 Henderson Loggie Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Henderson Loggie Financial Planning?
Henderson Loggie Financial Planning is owned by Henderson Loggie LLP, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 1 April 2019.
Who runs Henderson Loggie Financial Planning?
Companies House lists 3 directors of Henderson Loggie Financial Planning: David Douglas Smith, Ricky Clark and Jonathan McDowall.
How long has Henderson Loggie Financial Planning been in business?
The company was formed on 19 October 1999, and has held its current FCA authorisation since December 2001.
What do Henderson Loggie Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £125k (+3.6% from £121k) and cash at bank of £362k (−3.3% from £375k).
Does Henderson Loggie Financial Planning use any other names?
It has previously used 2 other names: Henderson Loggie Financial Services Limited and MHA Henderson Loggie Financial Planning.

Sources and links

The full report on Henderson Loggie Financial Planning Limited

£19.99 · Instant PDF download

Loading secure checkout…