Integrity Wealth Planning Ltd

Reference number: 706509

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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 integritywp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01372 897570 is
  • Who else gives the postcode KT22 8JB
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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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Making arrangements with a view to regulated mortgage contracts
  • 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
09386475
Company status
Active
Company type
Private limited company
Incorporated
13 January 2015 (11 years old)
Registered office
Thorncroft Manor, Thorncroft Drive, Leatherhead, KT22 8JB, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon Philip Palmer Director Nov 1973 13 Jan 2015 3 other companies

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 companies
3
closed down
3

In the full report: all 3 companies, 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 2025Micro-entity accountsNot audited

Net assets

£19.8k

+45% from £13.6k

Employees (average)

1

Same as 1

Owed within a year

£7,468

−8.2% from £8,133

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 09386475. 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

Integrity Wealth Planning’s history from the FCA register and Companies House, newest first.

Key events (5) All events (8)

2016

6 April 2016

  • Saima Palmer became a part-owner (25–50% of shares)
  • Simon Philip Palmer became a part-owner (25–50% of shares)

Companies House

2015

2 October 2015

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

13 January 2015

  • Incorporated at Companies House

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Integrity Wealth Planning

Other FCA-listed firms that share a director, phone number or address with Integrity Wealth 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 Integrity Wealth Planning

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

In Leatherhead

Anderson Sinclair & Co LLPLeatherheadAuthorisedCitywide Financial Partners LimitedLeatherheadAuthorisedGranite Financial Solutions LimitedLeatherheadAuthorisedIFS Family Wealth Advisers LtdLeatherheadAuthorisedRussell & Co Financial Advisers LLPLeatherheadAuthorisedSurrey Wealth LTDLeatherheadAuthorised

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 Integrity Wealth Planning

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 8 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Integrity Wealth Planning Ltd FCA authorised?
Yes, Integrity Wealth Planning Ltd (FRN 706509) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2015 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Integrity Wealth Planning’s phone number and website?
The FCA register lists the phone number 01372 897570 and the website integritywp.co.uk for Integrity Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Integrity Wealth Planning a scam or clone?
Integrity Wealth 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 Integrity Wealth 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 Integrity Wealth Planning to the Financial Ombudsman Service, free of charge.
Who owns Integrity Wealth Planning?
Companies House lists 2 people with significant control of Integrity Wealth Planning: Mr Simon Philip Palmer (25–50% of shares) and Mrs Saima Palmer (25–50% of shares).
Who runs Integrity Wealth Planning?
Companies House lists one director of Integrity Wealth Planning: Simon Philip Palmer.
How long has Integrity Wealth Planning been in business?
The company was formed on 13 January 2015, and has held its current FCA authorisation since October 2015.
What do Integrity Wealth Planning’s latest accounts show?
Its latest accounts, to 31 January 2025, show net assets of £19.8k (+45% from £13.6k).

Sources and links

The full report on Integrity Wealth Planning Ltd

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