PK Financial Planning LLP

Reference number: 223145

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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.

In the full report: 3 background checks

  • When shackletonadvisers.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 8153 0351 is
  • Who else gives the postcode TW9 2RD
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Other names (7)

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

  • PK Employee Benefits Trading name
  • PK Group Trading name
  • Shackleton Trading name
  • Shackleton Employee Benefits Trading name
  • Pumphrey Kennedy Financial Planning LLP Former name
  • Key Property Finance Former trading name
  • PK Financial Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (15 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • 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
OC303592
Company status
Active
Company type
Limited liability partnership
Incorporated
19 December 2002 (23 years old)
Registered office
23 Coleridge Street, Hove, BN3 5AB, England

Directors and company secretaries

Name Role Born Appointed Other companies
PK WEALTH LIMITED Corporate LLP designated member Not published 27 Feb 2025 None
SHACKLETON ADVISERS LIMITED Corporate LLP designated member Not published 21 Mar 2025 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 13 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2024Full accountsAudited

Employees (average)

19

−9.5% from 21

In the full report: all 5 years of accounts

  • Every year from 2020 to 2024
  • 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.

Accounts filed at Companies House for company OC303592. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (9) All events (30)

2025

21 March 2025

  • Board replaced: both directors left and 2 new directors took over

Companies House

27 February 2025

  • Pk Group Ventures Limited gave up control
  • Pk Wealth Limited took control (75–100% of votes)

Companies House

2016

6 April 2016

  • Pk Group Ventures Limited took control (75–100% of votes)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2003

16 November 2003

  • Changed its registered name from "Pumphrey Kennedy Financial Planning LLP"

FCA register

3 July 2003

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2002

19 December 2002

  • Incorporated at Companies House

Companies House

In the full report: all 30 events

  • All 30 events in its history (9 shown here)
  • Every director appointment and resignation: 10
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Firms connected to PK Financial Planning

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

connected firm
1
share its postcode
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
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Firms like PK Financial Planning

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

In Richmond

360 Financial Management LimitedRichmondAuthorisedAlways Independent Financial Solutions LimitedRichmondAuthorisedAsquire Wealth Management LimitedRichmondAuthorisedDEWM LimitedRichmondAuthorisedIas Financial Planning LimitedRichmondAuthorisedJamie Buchan Wealth Management LimitedRichmondAuthorised

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 PK 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
  • 5 years of accounts, charted
  • All 30 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is PK Financial Planning LLP FCA authorised?
Yes, PK Financial Planning LLP (FRN 223145) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2003 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is PK Financial Planning’s phone number and website?
The FCA register lists the phone number 020 8153 0351 and the website shackletonadvisers.co.uk for PK Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is PK Financial Planning a scam or clone?
PK 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 PK Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about PK Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns PK Financial Planning?
PK Financial Planning is owned by Pk Wealth Limited, which holds 75–100% of votes, since 27 February 2025. Before that, it was controlled by Pk Group Ventures Limited.
Who runs PK Financial Planning?
Companies House lists 2 directors of PK Financial Planning: Pk Wealth Limited and Shackleton Advisers Limited.
How long has PK Financial Planning been in business?
The company was formed on 19 December 2002, and has held its current FCA authorisation since July 2003.
What do PK Financial Planning’s latest accounts show?
Does PK Financial Planning use any other names?
It trades as PK Employee Benefits, PK Group, Shackleton and Shackleton Employee Benefits. It has previously used 3 other names: Pumphrey Kennedy Financial Planning LLP, Key Property Finance and PK Financial.

Sources and links

The full report on PK Financial Planning LLP

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