Morris Financial Planning Limited

Reference number: 562057

Instant download

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 morrisfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01423 368000 is, and the 4 other firms that give it
  • Who else gives the postcode HG3 1PU
Instant PDF download

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.
  • 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 (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
07678565
Company status
Active
Company type
Private limited company
Incorporated
22 June 2011 (15 years old)
Registered office
Harlow Court Cardale Park, Otley Road, Harrogate, HG3 1PU, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Liam John Healy Director Jul 1988 2 Apr 2026 5 other companies
James William Schofield Director Aug 1990 2 Apr 2026 5 other companies
Robert Nicholas Jason Schofield Director Sep 1962 2 Apr 2026 1 other company

Other companies run by these 3 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
still active
6
are FCA-registered
4

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 4 on the FCA register
  • The 5 companies these 3 directors run together
  • All 5 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 30 November 2025Micro-entity accountsNot audited

Net assets

£221k

+5.9% from £209k

Employees (average)

5

−17% from 6

Owed within a year

£87.1k

+15% from £75.7k

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
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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 07678565. 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

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

Key events (10) All events (20)

2026

2 April 2026

  • Board replaced: both directors left and 3 new directors took over
  • Edward Mark Morris stopped being a part-owner
  • Joanne Lisa Morris stopped being a part-owner
  • Schofield Money Group Limited took control (75–100% of shares)

Companies House

2025

23 June 2025

  • Joanne Lisa Morris became a part-owner (25–50% of shares)

Companies House

2016

22 June 2016

  • Edward Mark Morris became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

2 April 2012

  • Became authorised by the FCA

FCA register

2011

11 October 2011

  • Regulated by the Financial Services Authority from this date

FCA register

22 June 2011

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (10 shown here)
  • Every director appointment and resignation: 7
Instant PDF download

Firms connected to Morris Financial Planning

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

connected firms
4
share a director
4
share its phone number
4

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (4), the same phone number (4), the same postcode (4)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Morris Financial Planning

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

In Harrogate

Aries Wealth Management LimitedHarrogateAuthorisedAssured Financial Planning LimitedHarrogateAuthorisedBudge and Company LimitedHarrogateAuthorisedCGR Wealth Management LtdHarrogateAuthorisedCompletely Financial Services LimitedHarrogateAuthorisedCooper Park Wealth Management LimitedHarrogateAuthorised

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 Morris 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
  • 7 years of accounts, charted
  • All 20 events in its history
  • 4 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Morris Financial Planning Limited FCA authorised?
Yes, Morris Financial Planning Limited (FRN 562057) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2012 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Morris Financial Planning’s phone number and website?
The FCA register lists the phone number 01423 368000 and the website morrisfp.co.uk for Morris 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 4 other FCA firms.
Is Morris Financial Planning a scam or clone?
Morris 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 Morris 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 Morris Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Morris Financial Planning?
Morris Financial Planning is owned by Schofield Money Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 2 April 2026. Before that, it was controlled by Mrs Joanne Lisa Morris and Mr Edward Mark Morris.
Who runs Morris Financial Planning?
Companies House lists 3 directors of Morris Financial Planning: Liam John Healy, James William Schofield and Robert Nicholas Jason Schofield.
How long has Morris Financial Planning been in business?
The company was formed on 22 June 2011, and has held its current FCA authorisation since April 2012.
What do Morris Financial Planning’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £221k (+5.9% from £209k).

Sources and links

The full report on Morris Financial Planning Limited

£19.99 · Instant PDF download

Loading secure checkout…