Nordis Financial Planning Limited

Reference number: 1023990

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Nordis Financial Planning Limited (FRN 1023990) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Nordis Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Nordis 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 nordisfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07921 710101 is
  • Who else gives the postcode DN22 7BF
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Other names (1)

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

  • Metis Financial Planning Limited Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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
16101731
Company status
Active
Company type
Private limited company
Incorporated
26 November 2024 (1 year old)
Registered office
3 Mount Vernon Park, Retford, DN22 7BF, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Gregory Mark Boyland Director Jul 1984 26 Nov 2024 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

8 months to 31 July 2025Dormant company accountsNot audited

Net assets

£100

No earlier figure to compare

Employees (average)

1

No earlier figure to compare

These accounts were filed as dormant: the company reported no significant trading in the period.

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 16101731. 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

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

2025

4 July 2025

  • Changed its registered name from "Metis Financial Planning Limited"

FCA register

24 January 2025

  • Became an appointed representative

FCA register

2024

26 November 2024

  • Incorporated at Companies House
  • Gregory Mark Boyland took control (75–100% of shares)
  • Gregory Mark Boyland appointed as a director

Companies House

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

Firms like Nordis Financial Planning

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

In Retford

Jon LawrenceRetfordAppointed representativeMulberry House Wealth Management LtdRetfordAppointed representativeWalker Beckett Mortgages LtdRetfordAppointed representativeWealth Transfer Specialist LtdRetfordAppointed representativeIndependent Wealth Management Consultants LtdRetfordAuthorisedOnline Mortgages UK LimitedRetfordAuthorised

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 Nordis 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
  • All 5 events in its history

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Frequently asked questions about this firm

Is Nordis Financial Planning Limited FCA authorised?
Nordis Financial Planning Limited (FRN 1023990) 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 Nordis 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. Nordis Financial Planning Limited (FRN 1023990) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Nordis Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Nordis 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 Nordis Financial Planning’s phone number and website?
The FCA register lists the phone number 07921 710101 and the website nordisfp.co.uk for Nordis Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Nordis Financial Planning a scam or clone?
Nordis 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 Nordis Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Nordis Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Nordis Financial Planning?
Companies House lists one person with significant control of Nordis Financial Planning: Mr Gregory Mark Boyland (75–100% of shares).
Who runs Nordis Financial Planning?
Companies House lists one director of Nordis Financial Planning: Gregory Mark Boyland.
How long has Nordis Financial Planning been in business?
The company was formed on 26 November 2024.
What do Nordis Financial Planning’s latest accounts show?
Its latest accounts, to 31 July 2025, show net assets of £100 (no earlier figure to compare).
Does Nordis Financial Planning use any other names?
It has previously used the name Metis Financial Planning Limited.

Sources and links

The full report on Nordis Financial Planning Limited

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