Plan Funding Solutions Limited

Reference number: 966874

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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, 2 things worth a closer look

  • When planfunding.co.uk first appeared online, and whether it can receive email
  • What kind of line 01707 690932 is
  • Whether W1W 5PF is a shared office: 137 other firms give it
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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.
  • Advise on or arrange mortgages 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 (10 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt Adjusting
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts

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
05856873
Company status
Active
Company type
Private limited company
Incorporated
23 June 2006 (20 years old)
Registered office
167-169 Great Portland Street, London, W1W 5PF, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Yisroel Meir Plancey Director Mar 1972 23 Jun 2006 26 other companies
Yisroel Meir Plancey Secretary Not published 23 Jun 2006 26 other companies

Other companies run by its director

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
26
closed down
14
are FCA-registered
2

In the full report: all 26 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 August 2026Micro-entity accountsNot audited

Net assets

£24.8k

−33% from £37.0k

Employees (average)

1

Same as 1

Owed within a year

£21.3k

−60% from £53.7k

Assets and liabilities

In the full report: all 8 years of accounts

  • Every year from 2019 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 05856873. 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

Plan Funding Solutions’s history from the FCA register and Companies House, newest first.

Key events (6) All events (10)

2022

1 November 2022

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2019

7 June 2019

  • Adam Jackson Brand stopped being a part-owner

Companies House

2017

24 June 2017

  • Adam Jackson Brand became a part-owner (25–50% of shares)
  • Meir Plancey became a part-owner (25–50% of shares)

Companies House

2006

23 June 2006

  • Incorporated at Companies House

Companies House

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Plan Funding Solutions

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

connected firm
1
share a director
1
past link
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
  • 1 past link through former directors
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Firms like Plan Funding Solutions

Other firms of the same type (mortgage adviser or broker), nearest first.

In London

Saga Personal Finance LimitedLondonAuthorisedLegal & General Partnership Services LimitedLondonAuthorisedPrudential Distribution LimitedLondonAuthorisedQuilter Mortgage Planning LimitedLondonAuthorisedEnness LimitedLondonAuthorisedPivotal Financial LimitedLondonAuthorised

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 Plan Funding Solutions

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

  • 26 other companies its directors have run, named
  • 3 background checks on its contact details, 2 flagged
  • 8 years of accounts, charted
  • All 10 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Plan Funding Solutions Limited FCA authorised?
Yes, Plan Funding Solutions Limited (FRN 966874) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2022 and works as a mortgage adviser or broker. The FCA has placed no limits on its permissions.
What is Plan Funding Solutions’ phone number and website?
The FCA register lists the phone number 01707 690932 and the website planfunding.co.uk for Plan Funding Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Plan Funding Solutions a scam or clone?
Plan Funding Solutions 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 Plan Funding Solutions?
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 Plan Funding Solutions to the Financial Ombudsman Service, free of charge.
Who owns Plan Funding Solutions?
Companies House lists one person with significant control of Plan Funding Solutions: Mr Meir Plancey (25–50% of shares). Before that, it was controlled by Mr Adam Jackson Brand.
Who runs Plan Funding Solutions?
Companies House lists one director of Plan Funding Solutions: Yisroel Meir Plancey.
How long has Plan Funding Solutions been in business?
The company was formed on 23 June 2006, and has held its current FCA authorisation since November 2022.
What do Plan Funding Solutions’ latest accounts show?
Its latest accounts, to 31 August 2026, show net assets of £24.8k (−33% from £37.0k).

Sources and links

The full report on Plan Funding Solutions Limited

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