McLeod Ross Financial Planning LLP

Reference number: 958834

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Scammers have impersonated this firm. The FCA has published 1 warning naming the fake phone numbers, emails and websites they used. See the warnings →

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.

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.
  • McLeod Ross Financial Planning LLP (FRN 958834) is an AR of The On-Line Partnership Limited (FRN 192638). When you use McLeod Ross Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from McLeod Ross 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.

  • No website on the FCA register

  • Phone number

    0141 543 6990

  • Address

    16 Kirklee Circus, Glasgow, Lanarkshire, G12 0TW, United Kingdom

In the full report: 2 background checks

  • What kind of line 0141 543 6990 is
  • Who else gives the postcode G12 0TW
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Other names (1)

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

  • McLeod Ross Financial Planning Ltd Former name: A name it was registered under before.

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake phone numbers (1)
  • 0141 536 0016
Fake email addresses (2)
  • davidclark@mcleodross.org
  • marcuswright-ppd@mcleodross.org
The FCA warning these came from

Scammers change these details often. Always check the live FCA warning.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through The On-Line Partnership 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.

The clone warnings above are scammers using this firm's name, not something the firm has done.

Companies House record

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

Company status
Active
Company type
Limited liability partnership
Incorporated
24 May 2021 (5 years old)
Registered office
16 Kirklee Circus, Glasgow, Lanarkshire, G12 0TW, Scotland

Directors and company secretaries

Name Role Born Appointed Other companies
Norman Alexander Maclennan LLP designated member Apr 1969 24 May 2021 1 other company
Norman Garland Mcleod LLP designated member Dec 1953 24 May 2021 1 other company
Laura Porter LLP designated member Sep 1978 24 May 2021 None
Neil Macleod Ross LLP designated member Nov 1956 24 May 2021 2 other companies

Other companies run by these 4 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
3
closed down
2
run together
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 4 directors run together
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Cash at bank

£4,472

+29% from £3,472

Employees (average)

0

Same as 0

Owed within a year

£4,472

+29% from £3,472

The accounts for the year to 31 March 2025 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £275k, for the year to 31 March 2024.

In the full report: all 4 years of accounts

  • Every year from 2022 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 SO307265. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

2025

29 January 2025

  • FCA warned the public about a scam impersonating this firm

FCA warning list

2021

24 September 2021

  • Changed its registered name from "McLeod Ross Financial Planning Ltd"

FCA register

22 September 2021

  • Became an appointed representative

FCA register

24 May 2021

  • Incorporated at Companies House

Companies House

In the full report: all 8 events

  • All 8 events in its history (4 shown here)
  • Every director appointment and resignation: 4
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Firms like McLeod Ross Financial Planning

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

In Glasgow

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 McLeod Ross Financial Planning

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

  • 3 other companies its directors have run, named
  • 2 background checks on its contact details
  • 4 years of accounts, charted
  • All 8 events in its history

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Frequently asked questions about this firm

Is McLeod Ross Financial Planning LLP FCA authorised?
McLeod Ross Financial Planning LLP (FRN 958834) 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 McLeod Ross 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. McLeod Ross Financial Planning LLP (FRN 958834) is an AR of The On-Line Partnership Limited (FRN 192638). When you use McLeod Ross Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from McLeod Ross 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 McLeod Ross Financial Planning’s phone number?
The FCA register lists the phone number 0141 543 6990 for McLeod Ross Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is McLeod Ross Financial Planning a scam or clone?
Scammers have impersonated McLeod Ross Financial Planning: the FCA has published a warning about fake versions of it, using contact details that are not the firm's. Only trust the details the FCA register gives for McLeod Ross Financial Planning, shown on this page.
Is my money safe with McLeod Ross Financial Planning?
Protection works through The On-Line Partnership Limited, the principal firm responsible for McLeod Ross Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who runs McLeod Ross Financial Planning?
Companies House lists 4 directors of McLeod Ross Financial Planning: Norman Alexander Maclennan, Norman Garland McLeod, Laura Porter and Neil Macleod Ross.
How long has McLeod Ross Financial Planning been in business?
The company was formed on 24 May 2021.
What do McLeod Ross Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2025, show cash at bank of £4,472 (+29% from £3,472).
Does McLeod Ross Financial Planning use any other names?
It has previously used the name McLeod Ross Financial Planning Ltd.

Sources and links

The full report on McLeod Ross Financial Planning LLP

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