Lanyon Financial Planning Limited

Reference number: 481116

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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 lanyonfp.com first appeared online, and whether it can receive email
  • What kind of line 028 9072 5533 is
  • Who else gives the postcode BT3 9DT
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Other names (2)

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

  • FGS Wealth Management (UK) Limited Former name
  • Lanyon Astor Buller Limited Former 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Assisting in the administration and performance of a contract of insurance
  • 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
NI040537
Company status
Active
Company type
Private limited company
Incorporated
2 April 2001 (25 years old)
Registered office
Concourse 11 Unit 11 Queens Road, Belfast, County Antrim, BT3 9DT, Northern Ireland
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
David Samuel Watters Director Mar 1956 1 Jan 2002 68 other companies
Harold George Thomas Blair Director Dec 1971 1 Jul 2011 1 other company
David Samuel Watters Secretary Not published 2 Apr 2001 –

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
68
closed down
40
run together
1

In the full report: all 68 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 1 company these 2 directors run together
  • All 10 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Net assets

£32.5k

+952% from £3,088

Employees (average)

4

Same as 4

Owed within a year

£170k

+14% from £149k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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 NI040537. 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

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

Key events (8) All events (30)

2018

19 October 2018

  • Changed its registered name from "Lanyon Astor Buller Limited"

FCA register

2016

6 April 2016

  • David Samuel Watters took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

29 November 2012

  • Changed its registered name from "Lanyon Financial Planning Limited"

FCA register

2011

13 June 2011

  • Changed its registered name from "FGS Wealth Management (UK) Limited"

FCA register

2008

8 May 2008

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2001

2 April 2001

  • Incorporated at Companies House

Companies House

In the full report: all 30 events

  • All 30 events in its history (8 shown here)
  • Every director appointment and resignation: 18
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Firms connected to Lanyon Financial Planning

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

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

In Belfast

Andrew Clements Partnership LtdBelfastAuthorisedBartholomew & James (Financial Services) LimitedBelfastAuthorisedCarlile Financial Services LtdBelfastAuthorisedCompass Financial Associates LimitedBelfastAuthorisedConroy Financial Planning LLPBelfastAuthorisedCrn Financial Services LimitedBelfastAuthorised

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 Lanyon Financial Planning

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

  • 68 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 30 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Lanyon Financial Planning Limited FCA authorised?
Yes, Lanyon Financial Planning Limited (FRN 481116) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2008 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Lanyon Financial Planning’s phone number and website?
The FCA register lists the phone number 028 9072 5533 and the website lanyonfp.com for Lanyon Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Lanyon Financial Planning a scam or clone?
Lanyon 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 Lanyon 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 Lanyon Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Lanyon Financial Planning?
Companies House lists one person with significant control of Lanyon Financial Planning: Mr David Samuel Watters (75–100% of shares).
Who runs Lanyon Financial Planning?
Companies House lists 2 directors of Lanyon Financial Planning: David Samuel Watters and Harold George Thomas Blair.
How long has Lanyon Financial Planning been in business?
The company was formed on 2 April 2001, and has held its current FCA authorisation since May 2008.
What do Lanyon Financial Planning’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £32.5k (+952% from £3,088).
Does Lanyon Financial Planning use any other names?
It has previously used 2 other names: FGS Wealth Management (UK) Limited and Lanyon Astor Buller Limited.

Sources and links

The full report on Lanyon Financial Planning Limited

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