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.
- Appointed for 2 years
- Protected through the principal
- No FCA actions
- Active company since 2014
- Accounts filed up to 30 November 2025
Responsible principal firm
New Leaf Distribution Limited Reference number: 460421 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.
- Milestone Financial Ltd (FRN 1004572) is an AR of New Leaf Distribution Limited (FRN 460421). When you use Milestone Financial's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Milestone Financial, 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.
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No website on the FCA register
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Phone number
Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.
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Address
46 Kensington Manor, Dollingstown, Craigavon, Northern Ireland, BT66 7HR, United Kingdom
In the full report: 2 background checks
- What kind of line 01702 431130 is, and the 152 other firms that give it
- Who else gives the postcode BT66 7HR
FCA permissions and consumer protection
- Protection through the principal firmProtection works through New Leaf Distribution 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, freeYou 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
- NI627782 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 13 November 2014 (11 years old)
- Registered office
- 46 Kensington Manor, Dollingstown, Craigavon, Armagh, BT66 7HR
- Nature of business
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- Life insurance (SIC 65110)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Amy Henry | Director | Nov 1978 | 13 Nov 2014 | None |
| Jonathan Noel Henry | Director | Aug 1975 | 13 Nov 2014 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
Filed accounts and finances
Net assets
£284k
+30% from £219k
Employees (average)
1
Same as 1
Owed within a year
£42.8k
−17% from £51.7k
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
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 NI627782. 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
Milestone Financial’s history from the FCA register and Companies House, newest first.
2023
10 November 2023
- Became an appointed representative
FCA register
2016
13 November 2016
- Jonathan Noel Henry took control (50–75% of shares)
Companies House
2014
13 November 2014
- Incorporated at Companies House
- Amy Henry appointed as a director
- Jonathan Noel Henry appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Milestone Financial
Other FCA-listed firms that share a director, phone number or address with Milestone Financial. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 12
- share its phone number
- 12
In the full report: all 12 connected firms, named
- How each is linked: the same phone number (12)
- Who links each one: the named directors, with dates
Firms like Milestone Financial
Other firms of the same type (pension transfer adviser), nearest first.
In Craigavon
In the Belfast (BT) postcode area
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 Milestone Financial
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
- 7 years of accounts, charted
- All 5 events in its history
- 12 connected firms, named, and who links them
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Frequently asked questions about this firm
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What does appointed representative mean for Milestone Financial?
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Is Milestone Financial a scam or clone?
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Who owns Milestone Financial?
Who runs Milestone Financial?
How long has Milestone Financial been in business?
What do Milestone Financial’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk