LJ Financial Planning (AJT) Limited

Reference number: 697854

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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

Corbel Partners Limited Reference number: 429142 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.
  • LJ Financial Planning (AJT) Limited (FRN 697854) is an AR of Corbel Partners Limited (FRN 429142). When you use LJ Financial Planning (AJT)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from LJ Financial Planning (AJT), 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.

  • No website on the FCA register

  • Phone number

    01282 860247

  • Address

    4 Weavers Court, Trawden, Colne, Lancashire, BB8 8NW, United Kingdom

In the full report: 2 background checks

  • What kind of line 01282 860247 is
  • Who else gives the postcode BB8 8NW
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Corbel Partners Limited, 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
09533680
Company status
Active
Company type
Private limited company
Incorporated
9 April 2015 (11 years old)
Registered office
1 Bond Street, Colne, Lancashire, BB8 9DG, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew John Taylor Director Jun 1965 9 Apr 2015 None
Jacqueline Taylor Director Aug 1963 9 Apr 2015 None
Jacqueline Taylor Secretary Not published 9 Apr 2015 –

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 30 April 2025Micro-entity accountsNot audited

Net assets

£1,033

−42% from £1,778

Employees (average)

2

Same as 2

Owed within a year

£13.9k

+11% from £12.5k

Net assets

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 09533680. Figures are exactly as filed; nothing is estimated.

Key dates in its history

LJ Financial Planning (AJT)’s history from the FCA register and Companies House, newest first.

2016

1 July 2016

  • Andrew John Taylor became the majority owner (50–75% of shares)
  • Jacqueline Taylor became a part-owner (25–50% of shares)

Companies House

2015

21 May 2015

  • Became an appointed representative

FCA register

9 April 2015

  • Incorporated at Companies House
  • Andrew John Taylor appointed as a director
  • Jacqueline Taylor appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like LJ Financial Planning (AJT)

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

In Colne

Indigo Financial Advice LtdColneAuthorisedPeter MeadwayColneAuthorisedStuart Mulligan LimitedColneAuthorised

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 LJ Financial Planning (AJT)

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
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is LJ Financial Planning (AJT) Limited FCA authorised?
LJ Financial Planning (AJT) Limited (FRN 697854) 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 LJ Financial Planning (AJT)?
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. LJ Financial Planning (AJT) Limited (FRN 697854) is an AR of Corbel Partners Limited (FRN 429142). When you use LJ Financial Planning (AJT)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from LJ Financial Planning (AJT), 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 LJ Financial Planning (AJT)’s phone number?
The FCA register lists the phone number 01282 860247 for LJ Financial Planning (AJT). If you were given different contact details, use these to check with the firm before going any further.
Is LJ Financial Planning (AJT) a scam or clone?
LJ Financial Planning (AJT) 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 LJ Financial Planning (AJT)?
Protection works through Corbel Partners Limited, the principal firm responsible for LJ Financial Planning (AJT)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns LJ Financial Planning (AJT)?
Companies House lists 2 people with significant control of LJ Financial Planning (AJT): Mr Andrew John Taylor (50–75% of shares) and Mrs Jacqueline Taylor (25–50% of shares).
Who runs LJ Financial Planning (AJT)?
Companies House lists 2 directors of LJ Financial Planning (AJT): Andrew John Taylor and Jacqueline Taylor.
How long has LJ Financial Planning (AJT) been in business?
The company was formed on 9 April 2015.
What do LJ Financial Planning (AJT)’s latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £1,033 (−42% from £1,778).

Sources and links

The full report on LJ Financial Planning (AJT) Limited

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