Leonna Salmon Financial Planning Ltd

Reference number: 912381

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Leonna Salmon Financial Planning Ltd (FRN 912381) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Leonna Salmon Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Leonna Salmon Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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 leonnasalmon.co.uk first appeared online, and whether it can receive email
  • What kind of line 07825 703333 is
  • Who else gives the postcode RG24 7HE
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Other names (2)

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

  • Leonna Salmon Former name
  • Leonna Salmon Wealth Management Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
13419299
Company status
Active
Company type
Private limited company
Incorporated
25 May 2021 (5 years old)
Registered office
10 Park Lane, Old Basing, Basingstoke, RG24 7HE, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Leonna Dorraine Salmon Director Nov 1986 25 May 2021 None
William John Salmon Director Nov 1986 3 Mar 2023 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 May 2026Small company accountsNot audited

Net assets

£526

−92% from £6,744

Cash at bank

£9,982

−28% from £13.9k

Employees (average)

3

+200% from 1

Owed within a year

£52.3k

+46% from £35.8k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2022 to 2026
  • 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 13419299. 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

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

Key events (5) All events (9)

2023

6 March 2023

  • William John Salmon became a part-owner (25–50% of shares)

Companies House

2021

7 November 2021

  • Changed its registered name from "Leonna Salmon"

FCA register

25 May 2021

  • Incorporated at Companies House
  • Leonna Dorraine Salmon became the majority owner (50–75% of shares)

Companies House

2019

19 August 2019

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like Leonna Salmon Financial Planning

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

In Basingstoke

Benjamin House LtdBasingstokeAppointed representativeExplorer Mortgages LimitedBasingstokeAppointed representativeFortem Financial Management LimitedBasingstokeAppointed representativeLisa NeathBasingstokeAppointed representativeMartin Keyte Financial Planning LtdBasingstokeAppointed representativeMRR Financial Planning LtdBasingstokeAppointed representative

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 Leonna Salmon 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
  • 5 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Leonna Salmon Financial Planning Ltd FCA authorised?
Leonna Salmon Financial Planning Ltd (FRN 912381) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Leonna Salmon Financial Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Leonna Salmon Financial Planning Ltd (FRN 912381) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Leonna Salmon Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Leonna Salmon Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Leonna Salmon Financial Planning’s phone number and website?
The FCA register lists the phone number 07825 703333 and the website leonnasalmon.co.uk for Leonna Salmon Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Leonna Salmon Financial Planning a scam or clone?
Leonna Salmon 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 Leonna Salmon Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Leonna Salmon Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Leonna Salmon Financial Planning?
Companies House lists 2 people with significant control of Leonna Salmon Financial Planning: Mrs Leonna Dorraine Salmon (50–75% of shares) and Mr William John Salmon (25–50% of shares).
Who runs Leonna Salmon Financial Planning?
Companies House lists 2 directors of Leonna Salmon Financial Planning: Leonna Dorraine Salmon and William John Salmon.
How long has Leonna Salmon Financial Planning been in business?
The company was formed on 25 May 2021.
What do Leonna Salmon Financial Planning’s latest accounts show?
Its latest accounts, to 31 May 2026, show net assets of £526 (−92% from £6,744) and cash at bank of £9,982 (−28% from £13.9k).
Does Leonna Salmon Financial Planning use any other names?
It has previously used 2 other names: Leonna Salmon and Leonna Salmon Wealth Management.

Sources and links

The full report on Leonna Salmon Financial Planning Ltd

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