Mansion House Financial Planning Limited

Reference number: 477874

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Mansion House Financial Planning Limited (FRN 477874) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Mansion House Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Mansion House Financial Planning, 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.

In the full report: 3 background checks, 2 things worth a closer look

  • When mansionhousefp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07834 839335 is
  • Whether EC3V 9BQ is a shared office: 222 other firms give it
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Other names (2)

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

  • Chris Baker Wealth Management Limited Former name
  • Christopher Baker Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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
09273977
Company status
Active
Company type
Private limited company
Incorporated
21 October 2014 (12 years old)
Registered office
Castle House, Castle Street, Guildford, Surrey, GU1 3UW, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Christopher Baker Director Jul 1984 21 Oct 2014 None
Rebecca Mary Baker Director Sep 1985 6 Jan 2026 None

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 31 December 2025Small company accountsNot audited

Net assets

£2.05m

−1.9% from £2.09m

Cash at bank

£174k

−22% from £223k

Employees (average)

7

+17% from 6

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
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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 09273977. 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

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

Key events (6) All events (11)

2016

6 April 2016

  • Christopher Baker became the majority owner (50–75% of shares)
  • Rebecca Mary Baker became a part-owner (25–50% of shares)

Companies House

21 January 2016

  • Changed its registered name from "Chris Baker Wealth Management Limited"

FCA register

2015

7 April 2015

  • Changed its registered name from "Christopher Baker"

FCA register

2014

21 October 2014

  • Incorporated at Companies House

Companies House

2008

21 January 2008

  • Became an appointed representative

FCA register

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms like Mansion House Financial Planning

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

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed 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 Mansion House 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
  • 3 background checks on its contact details, 2 flagged
  • 7 years of accounts, charted
  • All 11 events in its history

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Frequently asked questions about this firm

Is Mansion House Financial Planning Limited FCA authorised?
Mansion House Financial Planning Limited (FRN 477874) 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 Mansion House Financial Planning?
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. Mansion House Financial Planning Limited (FRN 477874) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Mansion House Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Mansion House Financial Planning, 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 Mansion House Financial Planning’s phone number and website?
The FCA register lists the phone number 07834 839335 and the website mansionhousefp.co.uk for Mansion House Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Mansion House Financial Planning a scam or clone?
Mansion House 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 Mansion House Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Mansion House Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Mansion House Financial Planning?
Companies House lists 2 people with significant control of Mansion House Financial Planning: Mr Christopher Baker (50–75% of shares) and Ms Rebecca Mary Baker (25–50% of shares).
Who runs Mansion House Financial Planning?
Companies House lists 2 directors of Mansion House Financial Planning: Christopher Baker and Rebecca Mary Baker.
How long has Mansion House Financial Planning been in business?
The company was formed on 21 October 2014.
What do Mansion House Financial Planning’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £2.05m (−1.9% from £2.09m) and cash at bank of £174k (−22% from £223k).
Does Mansion House Financial Planning use any other names?
It has previously used 2 other names: Chris Baker Wealth Management Limited and Christopher Baker.

Sources and links

The full report on Mansion House Financial Planning Limited

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