Navigation Financial Planning Limited

Reference number: 826419

Instant download

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.

Responsible principal firm

Vision Independent Financial Planning Ltd Reference number: 487395 Authorised 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.
  • Navigation Financial Planning Limited (FRN 826419) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use Navigation Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Navigation Financial Planning, 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.

  • No website on the FCA register

  • Phone number

    07788 714915

  • Address

    15 The Knowle, Kingsteignton, Newton Abbot, Devon, TQ12 3GD, United Kingdom

In the full report: 2 background checks

  • What kind of line 07788 714915 is
  • Who else gives the postcode TQ12 3GD
Instant PDF download

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Vision Independent Financial Planning Ltd, 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, free
    You 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
11667897
Company status
Active
Company type
Private limited company
Incorporated
8 November 2018 (7 years old)
Registered office
15 The Knowle, Kingsteignton, Newton Abbot, TQ12 3GD, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Duncan Marc Salisbury-Jones Director Jan 1976 8 Nov 2018 None
Kelli Louise Salisbury-Jones Director Jun 1974 8 Nov 2018 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
Instant PDF download

Filed accounts and finances

Year to 30 November 2025Micro-entity accountsNot audited

Net assets

£4,691

−44% from £8,377

Employees (average)

2

Same as 2

Owed within a year

£14.4k

+109% from £6,889

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 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 11667897. 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

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

2018

19 November 2018

  • Became an appointed representative

FCA register

8 November 2018

  • Incorporated at Companies House
  • Duncan Marc Salisbury-Jones became a part-owner (25–50% of shares)
  • Kelli Louise Salisbury-Jones became a part-owner (25–50% of shares)
  • Duncan Marc Salisbury-jones appointed as a director
  • Kelli Louise Salisbury-jones appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Navigation Financial Planning

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

In Newton Abbot

Maskery WM LtdNewton AbbotAppointed representativeRichard Armitage Wealth Management LLPNewton AbbotAppointed representativeTNW Wealth LimitedNewton AbbotAppointed representativeTom Seddon LimitedNewton AbbotAppointed representativeActive Financial Advisers LtdNewton AbbotAuthorisedCharles Royle & CompanyNewton AbbotAuthorised

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 Navigation 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
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 6 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Navigation Financial Planning Limited FCA authorised?
Navigation Financial Planning Limited (FRN 826419) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Navigation Financial Planning?
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. Navigation Financial Planning Limited (FRN 826419) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use Navigation Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Navigation Financial Planning, 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.
What is Navigation Financial Planning’s phone number?
The FCA register lists the phone number 07788 714915 for Navigation Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Navigation Financial Planning a scam or clone?
Navigation 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 Navigation Financial Planning?
Protection works through Vision Independent Financial Planning Ltd, the principal firm responsible for Navigation Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Navigation Financial Planning?
Companies House lists 2 people with significant control of Navigation Financial Planning: Mr Duncan Marc Salisbury-Jones (25–50% of shares) and Mrs Kelli Louise Salisbury-Jones (25–50% of shares).
Who runs Navigation Financial Planning?
Companies House lists 2 directors of Navigation Financial Planning: Duncan Marc Salisbury-Jones and Kelli Louise Salisbury-Jones.
How long has Navigation Financial Planning been in business?
The company was formed on 8 November 2018.
What do Navigation Financial Planning’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £4,691 (−44% from £8,377).

Sources and links

The full report on Navigation Financial Planning Limited

£19.99 · Instant PDF download

Loading secure checkout…