Mowatt Financial Planning Limited

Reference number: 503837

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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.

In the full report: 3 background checks

  • When mowattfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07777 663766 is
  • Who else gives the postcode YO61 4PB
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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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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
06909105
Company status
Active
Company type
Private limited company
Incorporated
18 May 2009 (17 years old)
Registered office
Old Coach House, Kay's Bank, Husthwaite, North Yorkshire, YO61 4PB
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
William Mowatt Director May 1961 18 May 2009 1 other company
William Mowatt Secretary Not published 18 May 2009 –

Other companies run by its director

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 company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 May 2025Full accountsNot audited

Net assets

£125k

−25% from £165k

Cash at bank

£193k

−4.3% from £201k

Employees (average)

6

+20% from 5

Owed within a year

£97.7k

+73% from £56.4k

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.

Accounts filed at Companies House for company 06909105. 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

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

Key events (6) All events (10)

2022

31 May 2022

  • Mowatt Group Ltd took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Will Mowatt gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

1 October 2009

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

18 May 2009

  • Incorporated at Companies House

Companies House

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
  • Every director appointment and resignation: 1
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Firms like Mowatt Financial Planning

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

In York

Walker Crips Financial Planning LimitedYorkAuthorisedArdent IFA LimitedYorkAuthorisedAutus Lifetime Planning LimitedYorkAuthorisedBastow & Co LimitedYorkAuthorisedCharles Wilkinson Financial Planning LimitedYorkAuthorisedChris Binns Wealth Management LimitedYorkAuthorised

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 Mowatt Financial Planning

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is Mowatt Financial Planning Limited FCA authorised?
Yes, Mowatt Financial Planning Limited (FRN 503837) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2009 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Mowatt Financial Planning’s phone number and website?
The FCA register lists the phone number 07777 663766 and the website mowattfp.co.uk for Mowatt Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Mowatt Financial Planning a scam or clone?
Mowatt 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 Mowatt 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 Mowatt Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Mowatt Financial Planning?
Mowatt Financial Planning is owned by Mowatt Group Ltd, which holds 75–100% of shares and 75–100% of votes, since 31 May 2022.
Who runs Mowatt Financial Planning?
Companies House lists one director of Mowatt Financial Planning: William Mowatt.
How long has Mowatt Financial Planning been in business?
The company was formed on 18 May 2009, and has held its current FCA authorisation since October 2009.
What do Mowatt Financial Planning’s latest accounts show?
Its latest accounts, to 31 May 2025, show net assets of £125k (−25% from £165k) and cash at bank of £193k (−4.3% from £201k).

Sources and links

The full report on Mowatt Financial Planning Limited

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