Life Matters Financial Planning Ltd
Reference number: 787517
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.
-
Phone number
-
Address
Life Matters, Thera House 45a, Commercial Road, Poole, Bournemouth, BH14 0HU, United Kingdom
In the full report: 3 background checks
- When lifemattersfp.com first appeared online, and whether it can receive email
- What kind of line 01202 025481 is
- Who else gives the postcode BH14 0HU
Other names (1)
If you were contacted under any of these names, it is this firm.
- Life Matters Trading name: A name it trades under now.
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.
- 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 (4 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Making arrangements with a view to transactions in investments
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
- 10828416 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 21 June 2017 (9 years old)
- Registered office
- Unit 3, Vista Place Coy Pond Business Park, Ingworth Road, Poole, BH12 1JY, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Emily Serena Turgoose | Director | Mar 1978 | 21 Jun 2017 | 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
Filed accounts and finances
Net assets
£461k
<1% from £463k
Cash at bank
£66.0k
+27% from £52.0k
Employees (average)
4
Same as 4
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
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 10828416. 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
Life Matters Financial Planning’s history from the FCA register and Companies House, newest first.
2018
2 January 2018
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2017
21 June 2017
- Incorporated at Companies House
- Emily Serena Turgoose took control (75–100% of shares)
Companies House
In the full report: all 8 events
- All 8 events in its history (4 shown here)
- Every director appointment and resignation: 1
Firms like Life Matters Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Poole
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 Life Matters Financial 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
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 8 events in its history
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Life Matters Financial Planning Ltd FCA authorised?
What is Life Matters Financial Planning’s phone number and website?
Is Life Matters Financial Planning a scam or clone?
Is my money safe with Life Matters Financial Planning?
Who owns Life Matters Financial Planning?
Who runs Life Matters Financial Planning?
How long has Life Matters Financial Planning been in business?
What do Life Matters Financial Planning’s latest accounts show?
Does Life Matters Financial Planning use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.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