Newlands Financial Planning Ltd

Reference number: 920417

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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

M&G ADVICE PARTNERS LIMITED Reference number: 584256 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.
  • Newlands Financial Planning Ltd (FRN 920417) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Newlands Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Newlands 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.

In the full report: 3 background checks

  • When mandgwealth.com first appeared online, and whether it can receive email
  • What kind of line 07827 355809 is
  • Who else gives the postcode G75 8RN
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Other names (1)

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

  • Newlands Financial Planning Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through M&g Advice Partners Limited, 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
SC643233
Company status
Active
Company type
Private limited company
Incorporated
1 October 2019 (7 years old)
Registered office
3 Newlands Wynd, East Kilbride, Glasgow, G75 8RN, Scotland
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Graeme Crooks Director Jan 1972 1 Oct 2019 None
Alison Crooks Secretary Not published 10 Oct 2024 –

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
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£859

Up £242 from £617

Cash at bank

£39.6k

−19% from £48.8k

Employees (average)

4

Same as 4

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.

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

Accounts filed at Companies House for company SC643233. 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

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

Key events (5) All events (8)

2024

11 October 2024

  • Changed its registered name from "Newlands Financial Planning"

FCA register

2023

28 February 2023

  • Alison Crooks became a part-owner (25–50% of shares)

Companies House

2020

30 January 2020

  • Became an appointed representative

FCA register

2019

1 October 2019

  • Incorporated at Companies House
  • Graeme Crooks became a part-owner (25–50% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms like Newlands Financial Planning

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

In Glasgow

A and A Accounting LtdGlasgowAppointed representativeA Henderson Financial Planning LtdGlasgowAppointed representativeAlexander Campbell McLaughlanGlasgowAppointed representativeAnderson Mortgages (Scotland) LimitedGlasgowAppointed representativeAnthony Blake Financial Planning LtdGlasgowAppointed representativeBlackmount Private Wealth LimitedGlasgowAppointed representative

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 Newlands 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
  • 7 years of accounts, charted
  • All 8 events in its history

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Frequently asked questions about this firm

Is Newlands Financial Planning Ltd FCA authorised?
Newlands Financial Planning Ltd (FRN 920417) 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 Newlands 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. Newlands Financial Planning Ltd (FRN 920417) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Newlands Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Newlands 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 Newlands Financial Planning’s phone number and website?
The FCA register lists the phone number 07827 355809 and the website mandgwealth.com/newlandsfinancialplanning for Newlands Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Newlands Financial Planning a scam or clone?
Newlands 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 Newlands Financial Planning?
Protection works through M&g Advice Partners Limited, the principal firm responsible for Newlands Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Newlands Financial Planning?
Companies House lists 2 people with significant control of Newlands Financial Planning: Mrs Alison Crooks (25–50% of shares) and Mr Graeme Crooks (25–50% of shares).
Who runs Newlands Financial Planning?
Companies House lists one director of Newlands Financial Planning: Graeme Crooks.
How long has Newlands Financial Planning been in business?
The company was formed on 1 October 2019.
What do Newlands Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £859 (up £242 from £617) and cash at bank of £39.6k (−19% from £48.8k).
Does Newlands Financial Planning use any other names?
It has previously used the name Newlands Financial Planning.

Sources and links

The full report on Newlands Financial Planning Ltd

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