M&h Financial Planning Limited

Reference number: 710745

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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 mercerhole.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7236 2601 is, and the other firm that gives it
  • Who else gives the postcode EC3V 9AA
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Other names (1)

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

  • Mercer & Hole Financial Planning Trading name

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.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
09585846
Company status
Active
Company type
Private limited company
Incorporated
12 May 2015 (11 years old)
Registered office
72 London Road, St Albans, Hertfordshire, AL1 1NS, England
Nature of business
  • Accounting and auditing activities (SIC 69201)

Directors and company secretaries

Name Role Born Appointed Other companies
Iain Paul Muffitt Director Feb 1971 12 May 2015 3 other companies
Gillian Lesley Tallon Director Jun 1960 12 May 2015 3 other companies
Helen Claire Barbara Price Director Dec 1979 27 Oct 2017 2 other companies
Mark Stephen Cassidy Director Jan 1969 1 Jul 2026 3 other companies
Louisa Emily Williams Director Aug 1972 3 Oct 2026 None
Gillian Lesley Tallon Secretary Not published 11 Aug 2017 –

Other companies run by these 5 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
6
closed down
2
run together
3

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 3 companies these 5 directors run together
  • All 9 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2025Full accountsNot audited

Total equity

£385k

−19% from £478k

Cash at bank

£254k

−9.9% from £282k

Owed within a year

£181k

+40% from £129k

Total equity

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.

Accounts filed at Companies House for company 09585846. 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

M&h Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (5) All events (22)

2016

16 May 2016

  • Mercer & Hole Group Ltd took control (75–100% of shares)

Companies House

15 February 2016

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
  • Became authorised by the FCA

FCA register

2015

12 May 2015

  • Incorporated at Companies House

Companies House

In the full report: all 22 events

  • All 22 events in its history (5 shown here)
  • Every director appointment and resignation: 13
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Firms connected to M&h Financial Planning

Other FCA-listed firms that share a director, phone number or address with M&h Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
no longer authorised
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like M&h Financial Planning

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

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

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 M&h Financial Planning

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 22 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is M&h Financial Planning Limited FCA authorised?
Yes, M&h Financial Planning Limited (FRN 710745) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is M&h Financial Planning’s phone number and website?
The FCA register lists the phone number 020 7236 2601 and the website mercerhole.co.uk/services/financial-planning for M&h Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm, one of which is no longer authorised.
Is M&h Financial Planning a scam or clone?
M&h 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 M&h 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 M&h Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns M&h Financial Planning?
M&h Financial Planning is owned by Mercer & Hole Group Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 16 May 2016.
Who runs M&h Financial Planning?
Companies House lists 5 directors of M&h Financial Planning: Iain Paul Muffitt, Gillian Lesley Tallon, Helen Claire Barbara Price, Mark Stephen Cassidy and Louisa Emily Williams.
How long has M&h Financial Planning been in business?
The company was formed on 12 May 2015, and has held its current FCA authorisation since February 2016.
What do M&h Financial Planning’s latest accounts show?
Its latest accounts, to 30 September 2025, show total equity of £385k (−19% from £478k) and cash at bank of £254k (−9.9% from £282k).
Does M&h Financial Planning use any other names?
It trades as Mercer & Hole Financial Planning.

Sources and links

The full report on M&h Financial Planning Limited

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