Hlsfm Limited

Reference number: 409034

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Authorised by the FCA

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

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 harperlees.co.uk first appeared online, and whether it can receive email
  • What kind of line 01277 350560 is
  • Who else gives the postcode CM4 9EH
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Other names (4)

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

  • HarperLees Trading name
  • HarperLees Financial Planning Trading name
  • HLS Financial Management Former trading name
  • HLS 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.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • 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
05190721
Company status
Active
Company type
Private limited company
Incorporated
27 July 2004 (22 years old)
Registered office
4 Rays Farm Barns, Roman Road, Ingatestone, Essex, CM4 9EH, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Ian Maclean Director Oct 1969 20 Apr 2018 2 other companies
Stephanie Longhurst Director Apr 1987 15 Oct 2018 None

Other companies run by these 2 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
2
still active
2
is FCA-registered
1

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register, including one no longer authorised
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 July 2026Micro-entity accountsNot audited

Net assets

£269k

+55% from £173k

Employees (average)

11

Same as 11

Owed within a year

£134k

<1% from £133k

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
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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 05190721. 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

Hlsfm’s history from the FCA register and Companies House, newest first.

Key events (10) All events (27)

2024

4 July 2024

  • Adrian Simon Quick stopped being the majority owner
  • Caroline Anne Quick stopped being a part-owner

Companies House

3 July 2024

  • Stephanie Longhurst became a part-owner (25–50% of shares)

Companies House

2018

24 July 2018

  • Mark Ian Maclean became a part-owner (25–50% of shares)

Companies House

2016

27 July 2016

  • Adrian Simon Quick became the majority owner (50–75% of shares)
  • Caroline Anne Quick became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

4 January 2005

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

FCA register

2004

27 July 2004

  • Incorporated at Companies House

Companies House

In the full report: all 27 events

  • All 27 events in its history (10 shown here)
  • Every director appointment and resignation: 6
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Firms connected to Hlsfm

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like Hlsfm

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

In Ingatestone

Cater Willis LimitedIngatestoneAuthorisedVenture Founders LimitedIngatestoneAuthorisedAlex Bergin-McCarthyIngatestoneAppointed representativeFowler Wealth Management LimitedIngatestoneAppointed 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 Hlsfm

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 27 events in its history

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Frequently asked questions about this firm

Is Hlsfm Limited FCA authorised?
Yes, Hlsfm Limited (FRN 409034) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Hlsfm’s phone number and website?
The FCA register lists the phone number 01277 350560 and the website harperlees.co.uk for Hlsfm. If you were given different contact details, use these to check with the firm before going any further.
Is Hlsfm a scam or clone?
Hlsfm 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 Hlsfm?
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 Hlsfm to the Financial Ombudsman Service, free of charge.
Who owns Hlsfm?
Companies House lists 2 people with significant control of Hlsfm: Ms Stephanie Longhurst (25–50% of shares) and Mark Ian Maclean (25–50% of shares). Before that, it was controlled by Caroline Anne Quick and Adrian Simon Quick.
Who runs Hlsfm?
Companies House lists 2 directors of Hlsfm: Mark Ian Maclean and Stephanie Longhurst.
How long has Hlsfm been in business?
The company was formed on 27 July 2004, and has held its current FCA authorisation since January 2005.
What do Hlsfm’s latest accounts show?
Its latest accounts, to 31 July 2026, show net assets of £269k (+55% from £173k).
Does Hlsfm use any other names?
It trades as HarperLees and HarperLees Financial Planning. It has previously used 2 other names: HLS Financial Management and HLS Financial Planning.

Sources and links

The full report on Hlsfm Limited

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