Lotus Chartered Financial Planning Limited

Reference number: 1062318

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

THE BOBBY DHANJAL PRACTICE LIMITED Reference number: 537673 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Lotus Chartered Financial Planning Limited (FRN 1062318) introduces customers to THE BOBBY DHANJAL PRACTICE LIMITED (FRN 537673). Any regulated advice or arranging is done by the principal, not Lotus Chartered Financial Planning.
  • Example: if Lotus Chartered Financial Planning refers you to a financial adviser, the advice should come from the principal firm, not from Lotus Chartered Financial Planning itself.
  • 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

    07835 332905

  • Address

    Bobby Dhanjal Wealth Management, 3 Merus Court, Meridian Business Park, Leicester, Leicestershire, LE19 1RJ, United Kingdom

In the full report: 2 background checks

  • What kind of line 07835 332905 is
  • Who else gives the postcode LE19 1RJ
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through The Bobby Dhanjal Practice 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
17328025
Company status
Active
Company type
Private limited company
Incorporated
8 July 2026 (less than a year old)
Registered office
3 Merus Court, Meridian Business Park, Leicester, LE19 1RJ, England
Nature of business
  • Activities of investment trusts (SIC 64301)
  • Activities of mortgage finance companies (SIC 64922)
  • Administration of financial markets (SIC 66110)
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Amy Louise Read Director Sep 1985 8 Jul 2026 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

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

2026

26 August 2026

  • Became an introducer appointed representative

FCA register

8 July 2026

  • Incorporated at Companies House
  • Amy Louise Read took control (75–100% of shares)
  • Amy Louise Read appointed as a director

Companies House

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

Firms like Lotus Chartered Financial Planning

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

In Leicester

Accomplished Financial Solutions LtdLeicesterAppointed representativeAMW Financial Planning LimitedLeicesterAppointed representativeAshton Financial Planning Ltd.LeicesterAppointed representativeAthena Wealth Management LtdLeicesterAppointed representativeBabra Financials LtdLeicesterAppointed representativeBarnsdale Financial Management LimitedLeicesterAppointed 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 Lotus Chartered 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
  • 2 background checks on its contact details
  • All 4 events in its history

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Frequently asked questions about this firm

Is Lotus Chartered Financial Planning Limited FCA authorised?
Lotus Chartered Financial Planning Limited (FRN 1062318) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Lotus Chartered Financial Planning?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Lotus Chartered Financial Planning Limited (FRN 1062318) introduces customers to THE BOBBY DHANJAL PRACTICE LIMITED (FRN 537673). Any regulated advice or arranging is done by the principal, not Lotus Chartered Financial Planning. Example: if Lotus Chartered Financial Planning refers you to a financial adviser, the advice should come from the principal firm, not from Lotus Chartered Financial Planning itself. 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 Lotus Chartered Financial Planning’s phone number?
The FCA register lists the phone number 07835 332905 for Lotus Chartered Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Lotus Chartered Financial Planning a scam or clone?
Lotus Chartered 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 Lotus Chartered Financial Planning?
Protection works through The Bobby Dhanjal Practice Limited, the principal firm responsible for Lotus Chartered Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Lotus Chartered Financial Planning?
Companies House lists one person with significant control of Lotus Chartered Financial Planning: Miss Amy Louise Read (75–100% of shares).
Who runs Lotus Chartered Financial Planning?
Companies House lists one director of Lotus Chartered Financial Planning: Amy Louise Read.
How long has Lotus Chartered Financial Planning been in business?
The company was formed on 8 July 2026.

Sources and links

The full report on Lotus Chartered Financial Planning Limited

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