My Financial Planner Ltd

Reference number: 505247

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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 mfpwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01425 279212 is
  • Who else gives the postcode BH23 4BA
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Other names (3)

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

  • MFP Wealth Management Trading name: A name it trades under now.
  • Kaizen Wealth Former trading name: A name it used to trade under.
  • Solomons Financial Planning Former trading name: A name it used to trade under.

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 status
Active
Company type
Private limited company
Incorporated
3 January 2008 (18 years old)
Registered office
10 Falcon Drive, Christchurch, Dorset, BH23 4BA, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Justin Paul King Director Feb 1970 3 Jan 2008 4 other companies

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 companies
4
closed down
3
still active
1

In the full report: all 4 companies, 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
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Total equity

£328k

No earlier figure to compare

Cash at bank

£331k

No earlier figure to compare

Owed within a year

£87.4k

+30% from £67.3k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 06463601. 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

My Financial Planner’s history from the FCA register and Companies House, newest first.

2016

6 April 2016

  • Justin Paul King took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

21 January 2010

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

FCA register

2008

3 January 2008

  • Incorporated at Companies House

Companies House

In the full report: all 16 events

  • All 16 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms like My Financial Planner

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

In Christchurch

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 My Financial Planner

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

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 16 events in its history

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Frequently asked questions about this firm

Is My Financial Planner Ltd FCA authorised?
Yes, My Financial Planner Ltd (FRN 505247) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2010 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is My Financial Planner’s phone number and website?
The FCA register lists the phone number 01425 279212 and the website mfpwealthmanagement.co.uk for My Financial Planner. If you were given different contact details, use these to check with the firm before going any further.
Is My Financial Planner a scam or clone?
My Financial Planner 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 My Financial Planner?
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 My Financial Planner to the Financial Ombudsman Service, free of charge.
Who owns My Financial Planner?
Companies House lists one person with significant control of My Financial Planner: Mr Justin Paul King (75–100% of shares).
Who runs My Financial Planner?
Companies House lists one director of My Financial Planner: Justin Paul King.
How long has My Financial Planner been in business?
The company was formed on 3 January 2008, and has held its current FCA authorisation since January 2010.
What do My Financial Planner’s latest accounts show?
Its latest accounts, to 31 March 2026, show total equity of £328k (no earlier figure to compare) and cash at bank of £331k (no earlier figure to compare).
Does My Financial Planner use any other names?
It trades as MFP Wealth Management. It has previously used 2 other names: Kaizen Wealth and Solomons Financial Planning.

Sources and links

The full report on My Financial Planner Ltd

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