Lovewell Blake Financial Planning Limited

Reference number: 190079

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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 lovewell-blake.co.uk first appeared online, and whether it can receive email
  • What kind of line 01603 619620 is
  • Who else gives the postcode NR7 0LB
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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.
  • 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 (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
03504185
Company status
Active
Company type
Private limited company
Incorporated
4 February 1998 (28 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Gary Andrew Flatt Director Sep 1972 18 Oct 2016 4 other companies
Neil Peter Orford Director Jun 1973 18 Sep 2018 1 other company
Scott Stephen Hansell Director Nov 1977 1 Apr 2024 None

Other companies run by these 3 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
4
still active
4
run together
1

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 3 directors run together
  • All 17 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2020Small company accountsNot audited

Net assets

£488k

No earlier figure to compare

Cash at bank

£672k

No earlier figure to compare

Employees (average)

32

No earlier figure to compare

Owed within a year

£444k

No earlier figure to compare

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 03504185. 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

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

Key events (15) All events (47)

2022

3 August 2022

  • Gary Andrew Flatt stopped being a part-owner
  • Kevin Paul Bunting took control (75–100% of shares)
  • Neil Peter Orford stopped being a part-owner
  • Ryan Lincoln took control (75–100% of shares)

Companies House

2020

26 November 2020

  • Gary Andrew Flatt became a part-owner (25–50% of shares)
  • Philip Jeremy Bartram stopped being a part-owner

Companies House

2018

18 September 2018

  • David John Buller stopped being a part-owner
  • Neil Peter Orford became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • David John Buller became a part-owner (25–50% of shares)
  • Philip Jeremy Bartram became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

2000

11 August 2000

  • Regulated by the Personal Investment Authority from this date

FCA register

1998

4 February 1998

  • Incorporated at Companies House

Companies House

In the full report: all 47 events

  • All 47 events in its history (15 shown here)
  • Every director appointment and resignation: 27
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Firms like Lovewell Blake Financial Planning

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

In Norwich

Alan Boswell & Company LimitedNorwichAuthorisedAcorn Wealth Management Group LimitedNorwichAuthorisedADMS Asset Management LimitedNorwichAuthorisedBroadland Consultants LtdNorwichAuthorisedBuxton Beresford Financial Planning LtdNorwichAuthorisedCapital Tower LimitedNorwichAuthorised

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 Lovewell Blake Financial Planning

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

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 47 events in its history

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Frequently asked questions about this firm

Is Lovewell Blake Financial Planning Limited FCA authorised?
Yes, Lovewell Blake Financial Planning Limited (FRN 190079) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Lovewell Blake Financial Planning’s phone number and website?
The FCA register lists the phone number 01603 619620 and the website Lovewell-Blake.co.uk for Lovewell Blake Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Lovewell Blake Financial Planning a scam or clone?
Lovewell Blake 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 Lovewell Blake 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 Lovewell Blake Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Lovewell Blake Financial Planning?
Companies House lists 2 people with significant control of Lovewell Blake Financial Planning: Mr Kevin Paul Bunting (75–100% of shares) and Mr Ryan Lincoln (75–100% of shares). Before that, it was controlled by Mr Gary Andrew Flatt, Mr Neil Peter Orford and Philip Jeremy Bartram.
Who runs Lovewell Blake Financial Planning?
Companies House lists 3 directors of Lovewell Blake Financial Planning: Gary Andrew Flatt, Neil Peter Orford and Scott Stephen Hansell.
How long has Lovewell Blake Financial Planning been in business?
The company was formed on 4 February 1998, and has held its current FCA authorisation since December 2001.
What do Lovewell Blake Financial Planning’s latest accounts show?
Its latest accounts, to 30 September 2020, show net assets of £488k (no earlier figure to compare) and cash at bank of £672k (no earlier figure to compare).

Sources and links

The full report on Lovewell Blake Financial Planning Limited

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