Key Financial Planning Limited
Reference number: 841524
Instant download
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.
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Phone number
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Address
Key Financial Planning Ltd, Unit 7, Trinity Place, Midland Drive, Sutton Coldfield, Birmingham, B72 1TX, United Kingdom
In the full report: 3 background checks
- When key-fp.co.uk first appeared online, and whether it can receive email
- What kind of line 0121 281 7712 is
- Who else gives the postcode B72 1TX
Warning
Scammers have impersonated this firm
Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.
Fake phone numbers (1)
- +43 720 883 305
Fake email addresses (4)
- compliance@keyfunders.co
- efh.mhnetou@keyfunders.io
- info@keyfunders.co
- support@keyfunders.co
Fake websites (1)
- keyfunders.co
The FCA warning these came from
- Keyfunders / Key Funders 17 January 2022
Scammers change these details often. Always check the live FCA warning.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible 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 applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (12 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL Advisor
- Acting as a CBTL arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- 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
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
- Providing Credit Information Services
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.
The clone warnings above are scammers using this firm's name, not something the firm has done.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 11826185 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 14 February 2019 (7 years old)
- Registered office
- Swinford House, Albion Street, Brierley Hill, West Midlands, DY5 3EE, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Lee Gordon Millard | Director | Sep 1981 | 14 Feb 2019 | 8 other companies |
| Adele Indya Watson | Director | Aug 1993 | 10 Jan 2024 | 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
- 8
- closed down
- 3
- is FCA-registered
- 1
In the full report: all 8 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
Filed accounts and finances
Net assets
£707k
+20% from £587k
Cash at bank
£166k
−74% from £635k
Owed within a year
£123k
−10% from £138k
Assets and liabilities
In the full report: all 8 years of accounts
- Every year from 2019 to 2026
- The chart, over every year
- Every filed figure, year by year
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 11826185. 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
Key Financial Planning’s history from the FCA register and Companies House, newest first.
2024
12 January 2024
- Sarah Millard became a part-owner (25–50% of shares)
Companies House
2022
17 January 2022
- FCA warned the public about a scam impersonating this firm
FCA warning list
2019
28 October 2019
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
14 February 2019
- Incorporated at Companies House
- Lee Gordon Millard became the majority owner (50–75% of shares)
Companies House
In the full report: all 10 events
- All 10 events in its history (6 shown here)
- Every director appointment and resignation: 2
Firms connected to Key Financial Planning
Other FCA-listed firms that share a director, phone number or address with Key Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 3
- share its postcode
- 3
- past link
- 1
In the full report: all 3 connected firms, named
- How each is linked: the same postcode (3)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Firms like Key Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Sutton Coldfield
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 Key Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 8 other companies its directors have run, named
- 3 background checks on its contact details
- 8 years of accounts, charted
- All 10 events in its history
- 3 connected firms, named, and who links them
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Frequently asked questions about this firm
Is Key Financial Planning Limited FCA authorised?
What is Key Financial Planning’s phone number and website?
Is Key Financial Planning a scam or clone?
Is my money safe with Key Financial Planning?
Who owns Key Financial Planning?
Who runs Key Financial Planning?
How long has Key Financial Planning been in business?
What do Key Financial Planning’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- FCA warning: Keyfunders / Key Funders fca.org.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk