Lampiers Financial Planning Limited

Reference number: 606848

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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 lampiers.com first appeared online, and whether it can receive email
  • What kind of line 0117 970 7910 is
  • Who else gives the postcode BS6 6JP
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Other names (2)

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

  • Lampiers Corporate Solutions Trading name
  • Lampiers Financial Solutions 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.
  • 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 (13 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
  • 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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
02094288
Company status
Active
Company type
Private limited company
Incorporated
28 January 1987 (39 years old)
Registered office
4 Hillside, Cotham, Bristol, BS6 6JP, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Peter James Wheeler Director Jul 1971 3 Jan 2014 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • All 10 people who have been directors, with their dates
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Filed accounts and finances

Year to 30 June 2025Small company accountsNot audited

Net assets

£892k

−43% from £1.57m

Cash at bank

£1.20m

−32% from £1.77m

Employees (average)

13

+8.3% from 12

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 02094288. 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

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

Key events (12) All events (33)

2019

29 November 2019

  • Michael John Gough stopped being a part-owner
  • Zoe Gough stopped being a part-owner

Companies House

2017

1 March 2017

  • Joanne Wheeler took control (50–75% of shares)
  • Michael John Gough became a part-owner (25–50% of shares)
  • Michael John Gough stopped being a part-owner
  • Zoe Gough became a part-owner (25–50% of shares)

Companies House

2016

1 July 2016

  • Peter James Wheeler took control (50–75% of shares)
  • Timothy John Harrison became a part-owner (25–50% of shares)

Companies House

6 April 2016

  • Julie Ann Harrison became a part-owner (25–50% of shares)

Companies House

2014

2 January 2014

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

FCA register

1987

28 January 1987

  • Incorporated at Companies House

Companies House

In the full report: all 33 events

  • All 33 events in its history (12 shown here)
  • Every director appointment and resignation: 17
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Firms like Lampiers Financial Planning

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

In Bristol

Hargreaves Lansdown Advisory Services LimitedBristolAuthorised4 Financial Planning LtdBristolAuthorisedAbsolute Wealth Management LtdBristolAuthorisedBowmore Financial Planning LimitedBristolAuthorisedBrighton Williams & PartnersBristolAuthorisedBrunel Independent Financial Planners LimitedBristolAuthorised

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 Lampiers Financial Planning

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 33 events in its history

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Frequently asked questions about this firm

Is Lampiers Financial Planning Limited FCA authorised?
Yes, Lampiers Financial Planning Limited (FRN 606848) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Lampiers Financial Planning’s phone number and website?
The FCA register lists the phone number 0117 970 7910 and the website lampiers.com for Lampiers Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Lampiers Financial Planning a scam or clone?
Lampiers 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 Lampiers Financial 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 Lampiers Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Lampiers Financial Planning?
Companies House lists 4 people with significant control of Lampiers Financial Planning: Mrs Joanne Wheeler (50–75% of shares), Mr Peter James Wheeler (50–75% of shares), Mr Timothy John Harrison (25–50% of shares) and Mrs Julie Ann Harrison (25–50% of shares). Before that, it was controlled by Mrs Zoe Gough and Mr Michael John Gough.
Who runs Lampiers Financial Planning?
Companies House lists one director of Lampiers Financial Planning: Peter James Wheeler.
How long has Lampiers Financial Planning been in business?
The company was formed on 28 January 1987, and has held its current FCA authorisation since January 2014.
What do Lampiers Financial Planning’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £892k (−43% from £1.57m) and cash at bank of £1.20m (−32% from £1.77m).
Does Lampiers Financial Planning use any other names?
It trades as Lampiers Corporate Solutions and Lampiers Financial Solutions.

Sources and links

The full report on Lampiers Financial Planning Limited

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