Hoadley Financial Planning Ltd

Reference number: 479008

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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.
  • Hoadley Financial Planning Ltd (FRN 479008) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Hoadley Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Hoadley 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 hoadley-financial.co.uk first appeared online, and whether it can receive email
  • What kind of line 01249 449090 is
  • Who else gives the postcode SN13 0RP
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Other names (1)

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

  • Alistair Hoadley Former 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 name
HOADLEY FINANCIAL PLANNING LIMITED
Company number
06827473
Company status
Active
Company type
Private limited company
Incorporated
23 February 2009 (17 years old)
Registered office
Lennox House, 3 Pierrepont Street, Bath, Somerset, BA1 1LB, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Alistair Grahame John Hoadley Director Jul 1979 23 Feb 2009 1 other company
Mary Anne Hoadley Director May 1973 23 Feb 2009 None
David John Williams Director Oct 1972 8 Mar 2018 1 other company
Julie Elizabeth Williams Director Feb 1977 8 Mar 2018 None

Other companies run by these 4 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
closed down
1
still active
1

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£90.9k

−7.7% from £98.5k

Cash at bank

£72.4k

−12% from £81.8k

Employees (average)

6

Same as 6

Owed within a year

£128k

−1.1% from £129k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 06827473. 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

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

Key events (10) All events (14)

2022

1 March 2022

  • David John Williams no longer has significant control
  • Julie Elizabeth Williams no longer has significant control
  • Mary Anne Hoadley no longer has significant control

Companies House

2018

8 March 2018

  • David John Williams gained significant control
  • Julie Elizabeth Williams gained significant control

Companies House

2016

6 April 2016

  • Alistair Grahame John Hoadley became a part-owner (25–50% of shares)
  • Mary Anne Hoadley gained significant control

Companies House

2009

14 May 2009

  • Changed its registered name from "Alistair Hoadley"

FCA register

23 February 2009

  • Incorporated at Companies House

Companies House

2008

13 February 2008

  • Became an appointed representative

FCA register

In the full report: all 14 events

  • All 14 events in its history (10 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Hoadley Financial Planning

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

connected firms
5
share its postcode
5

In the full report: all 5 connected firms, named

  • How each is linked: the same postcode (5)
  • Who links each one: the named directors, with dates
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Firms like Hoadley Financial Planning

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

In Corsham

Calon Wealth Management LtdCorshamAppointed representativeCatalyst Financial Consulting LLPCorshamAppointed representativeThomas ReynoldsCorshamAppointed representativeBourlet Financial Planning LimitedCorshamAuthorisedCBFP UK LtdCorshamAuthorisedFresh Perspective Financial Planning LtdCorshamAuthorised

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 Hoadley Financial Planning

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, 1 flagged
  • 6 years of accounts, charted
  • All 14 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Hoadley Financial Planning Ltd FCA authorised?
Hoadley Financial Planning Ltd (FRN 479008) 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 Hoadley 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. Hoadley Financial Planning Ltd (FRN 479008) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Hoadley Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Hoadley 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 Hoadley Financial Planning’s phone number and website?
The FCA register lists the phone number 01249 449090 and the website hoadley-financial.co.uk for Hoadley Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Hoadley Financial Planning a scam or clone?
Hoadley 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 Hoadley Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Hoadley Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Hoadley Financial Planning?
Companies House lists one person with significant control of Hoadley Financial Planning: Mr Alistair Grahame John Hoadley (25–50% of shares). Before that, it was controlled by Mrs Julie Elizabeth Williams, Mr David John Williams and Mrs Mary Anne Hoadley.
Who runs Hoadley Financial Planning?
Companies House lists 4 directors of Hoadley Financial Planning: Alistair Grahame John Hoadley, Mary Anne Hoadley, David John Williams and Julie Elizabeth Williams.
How long has Hoadley Financial Planning been in business?
The company was formed on 23 February 2009.
What do Hoadley Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £90.9k (−7.7% from £98.5k) and cash at bank of £72.4k (−12% from £81.8k).
Does Hoadley Financial Planning use any other names?
It has previously used the name Alistair Hoadley.

Sources and links

The full report on Hoadley Financial Planning Ltd

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