Paul Butler & Partners Financial Planning Ltd

Reference number: 989422

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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.
  • Paul Butler & Partners Financial Planning Ltd (FRN 989422) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Paul Butler & Partners Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Paul Butler & Partners 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 paulbutlerwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01920 452452 is
  • Who else gives the postcode SG12 7QE
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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
14550940
Company status
Active
Company type
Private limited company
Incorporated
20 December 2022 (3 years old)
Registered office
Midway House Herrick Way, Staverton, Cheltenham, GL51 6TQ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Joseph Mccallan Director Jan 1968 20 Dec 2022 1 other company
Anna Rogers Director May 1981 20 Dec 2022 1 other company
Denise Butler Director Nov 1973 17 Apr 2023 2 other companies
Paul Butler Director Sep 1973 17 Apr 2023 2 other companies

Other companies run by these 4 directors

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
2
closed down
2
run together
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 companies these 4 directors run together
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£77.8k

−13% from £89.6k

Cash at bank

£193k

−14% from £224k

Employees (average)

6

Same as 6

Owed within a year

£379k

+11% from £342k

Assets and liabilities

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 14550940. 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

This firm’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2023

17 April 2023

  • Denise Butler became a part-owner (25–50% of shares)
  • Paul Butler became a part-owner (25–50% of shares)

Companies House

3 January 2023

  • Became an appointed representative

FCA register

2022

20 December 2022

  • Incorporated at Companies House
  • Paul Joseph McCallan became a part-owner (25–50% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 4
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Connected firms

Other FCA-listed firms that share a director, phone number or address with this firm. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Similar firms

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

In Ware

Georgeson Foreign Exchange LimitedWareAppointed representativeSteven NahumWareAppointed representativeSWCO Financial Planning LimitedWareAppointed representativeThe Probate Bureau Financial Services LtdWareAppointed representativeWhiston Wealth Management LtdWareAppointed representativeAPG Wealth Management LtdWareAuthorised

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 this firm

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 9 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Paul Butler & Partners Financial Planning Ltd FCA authorised?
Paul Butler & Partners Financial Planning Ltd (FRN 989422) 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 Paul Butler & Partners 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. Paul Butler & Partners Financial Planning Ltd (FRN 989422) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Paul Butler & Partners Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Paul Butler & Partners 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 Paul Butler & Partners Financial Planning’s phone number and website?
The FCA register lists the phone number 01920 452452 and the website paulbutlerwm.co.uk for Paul Butler & Partners Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Paul Butler & Partners Financial Planning a scam or clone?
Paul Butler & Partners 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 Paul Butler & Partners Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Paul Butler & Partners Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Paul Butler & Partners Financial Planning?
Companies House lists 3 people with significant control of Paul Butler & Partners Financial Planning: Mrs Denise Butler (25–50% of shares), Mr Paul Butler (25–50% of shares) and Mr Paul Joseph McCallan (25–50% of shares).
Who runs Paul Butler & Partners Financial Planning?
Companies House lists 4 directors of Paul Butler & Partners Financial Planning: Paul Joseph McCallan, Anna Rogers, Denise Butler and Paul Butler.
How long has Paul Butler & Partners Financial Planning been in business?
The company was formed on 20 December 2022.
What do Paul Butler & Partners Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £77.8k (−13% from £89.6k) and cash at bank of £193k (−14% from £224k).

Sources and links

The full report on Paul Butler & Partners Financial Planning Ltd

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