Janes Wealth Planning Ltd

Reference number: 1018800

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No longer an appointed representative

This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 13 September 2024.

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.

  • No website on the FCA register

  • Last known phone number

    07769 901883

  • Last known address

    13A Whitehorse Drive, Epsom, Surrey, KT18 7NE, United Kingdom

In the full report: 2 background checks

  • What kind of line 07769 901883 is
  • Who else gives the postcode KT18 7NE
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Past FCA permissions and consumer protection

  • The record is closed
    Cover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.

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 status
Active
Company type
Private limited company
Incorporated
22 July 2024 (2 years old)
Registered office
13a Whitehorse Drive, Epsom, KT18 7NE, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Janes Director Feb 1975 22 Jul 2024 1 other company

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 company
1
closed down
1

In the full report: all 1 company, 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 July 2025Full accountsNot audited

Turnover

£21.6k

No earlier figure to compare

Profit before tax

£12.9k

No earlier figure to compare

Net assets

£8,932

No earlier figure to compare

Cash at bank

£11.6k

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.

Accounts filed at Companies House for company 15851932. 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

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

2024

13 September 2024

  • Stopped being an appointed representative

FCA register

22 July 2024

  • Incorporated at Companies House
  • Richard Janes took control (75–100% of shares)
  • Richard Janes appointed as a director

Companies House

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

Firms like Janes Wealth Planning

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

In Epsom

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 Janes Wealth Planning

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

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • All 4 events in its history

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Frequently asked questions about this firm

Is Janes Wealth Planning Ltd FCA authorised?
No. Janes Wealth Planning Ltd (FRN 1018800) is still listed on the FCA register, but the record is closed: no longer an appointed representative.
Is Janes Wealth Planning a scam or clone?
Janes Wealth Planning is not currently authorised by the FCA. Be cautious and verify any firm on the FCA register before dealing with it.
Is my money safe with Janes Wealth Planning?
Money you handed over while it was authorised generally keeps its protection: FSCS covers firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading. New business with Janes Wealth Planning has no cover, because it is no longer permitted to carry it out.
Who owns Janes Wealth Planning?
Companies House lists one person with significant control of Janes Wealth Planning: Mr Richard Janes (75–100% of shares).
Who runs Janes Wealth Planning?
Companies House lists one director of Janes Wealth Planning: Richard Janes.
How long has Janes Wealth Planning been in business?
The company was formed on 22 July 2024.
What do Janes Wealth Planning’s latest accounts show?
Its latest accounts, to 31 July 2025, show turnover of £21.6k (no earlier figure to compare) and profit before tax of £12.9k (no earlier figure to compare).

Sources and links

The full report on Janes Wealth Planning Ltd

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