Milligan Financial Planning Limited
Reference number: 945625
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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.
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Phone number
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Address
6 Amber Close, Earley, Reading, Berkshire, RG6 7ED, United Kingdom
In the full report: 3 background checks
- When milliganfinancialplanning.co.uk first appeared online, and whether it can receive email
- What kind of line 07497 130906 is
- Who else gives the postcode RG6 7ED
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou 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
- 12973540 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 26 October 2020 (5 years old)
- Registered office
- 6 Amber Close, Earley, Reading, Berkshire, RG6 7ED, England
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Steve Milligan | Director | Jan 1964 | 26 Oct 2020 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- Both people who have been directors, with their dates
Filed accounts and finances
Net assets
£2,798
Up £2,201 from £597
Employees (average)
1
Same as 1
Owed within a year
£14.9k
+26% from £11.8k
Assets and liabilities
In the full report: all 5 years of accounts
- Every year from 2021 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 12973540. 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
Milligan Financial Planning’s history from the FCA register and Companies House, newest first.
2025
12 February 2025
- Tracy Milligan stopped being a part-owner
Companies House
2021
14 June 2021
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2020
26 October 2020
- Incorporated at Companies House
- Steve Milligan took control (75–100% of shares)
- Tracy Milligan became a part-owner (25–50% of shares)
Companies House
In the full report: all 11 events
- All 11 events in its history (6 shown here)
- Every director appointment and resignation: 3
Firms like Milligan Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Berkshire
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 Milligan 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
- 5 years of accounts, charted
- All 11 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk