Perceptive Planning Limited
Reference number: 534666
Instant download
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.
-
Phone number
-
Address
The Old Buttery, Little Braxted Hall, Little Braxted, Witham, Essex, CM8 3EU, United Kingdom
In the full report: 3 background checks
- When perceptiveplanning.co.uk first appeared online, and whether it can receive email
- What kind of line 020 7117 2084 is
- Who else gives the postcode CM8 3EU
Other names (4)
If you were contacted under any of these names, it is this firm.
- 57 North Financial Planning Former trading name: A name it used to trade under.
- O&M Pension Advice Former trading name: A name it used to trade under.
- World Citizens Former trading name: A name it used to trade under.
- World Citizens Financial Planning Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- 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 number
- 06923012 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 3 June 2009 (17 years old)
- Registered office
- Matches the FCA register address ✓
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Philip Leonard Billingham | Director | Feb 1961 | 3 Jun 2009 | 18 other companies |
| Shannon Dorothy Currie | Director | Nov 1971 | 3 Jun 2009 | 7 other companies |
| Eleanor Maureen Clark | Director | Sep 1972 | 19 Jul 2021 | 1 other company |
| Shannon Dorothy Currie | Secretary | Not published | 3 Jun 2009 | 7 other companies |
Other companies run by these 3 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
- 19
- closed down
- 11
- is FCA-registered
- 1
In the full report: all 19 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- The 6 companies these 3 directors run together
Filed accounts and finances
Net assets
£61.7k
−7.1% from £66.5k
Employees (average)
10
Same as 10
Owed within a year
£71.1k
+14% from £62.5k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
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 06923012. 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
Perceptive Planning’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Philip Leonard Billingham became a part-owner (25–50% of shares)
- Shannon Dorothy Currie became the majority owner (50–75% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2011
7 January 2011
- Became authorised by the FCA
FCA register
2010
19 November 2010
- Regulated by the Financial Services Authority from this date
FCA register
2009
3 June 2009
- Incorporated at Companies House
Companies House
In the full report: all 20 events
- All 20 events in its history (6 shown here)
- Every director appointment and resignation: 3
Firms connected to Perceptive Planning
Other FCA-listed firms that share a director, phone number or address with Perceptive Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
- past link
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
- 1 past link through former directors
Firms like Perceptive Planning
Other firms of the same type (financial adviser), nearest first.
In Witham
In the Chelmsford (CM) postcode area
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 Perceptive Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 19 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 20 events in its history
- 1 connected firm, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Perceptive Planning Limited FCA authorised?
What is Perceptive Planning’s phone number and website?
Is Perceptive Planning a scam or clone?
Is my money safe with Perceptive Planning?
Who owns Perceptive Planning?
Who runs Perceptive Planning?
How long has Perceptive Planning been in business?
What do Perceptive Planning’s latest accounts show?
Does Perceptive Planning use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk