Plan Smart Financial Planning Limited
Reference number: 625144
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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.
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Phone number
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Address
The Maidstone Studios, Vinters Business Park, New Cut Road, Maidstone, Kent, ME14 5NZ, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When plansmart.financial first appeared online, and whether it can receive email
- What kind of line 01622 427853 is
- Who else gives the postcode ME14 5NZ
Other names (1)
If you were contacted under any of these names, it is this firm.
- Hellier Independent Financial Services Limited Former name: A name it was registered under before.
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.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- 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 (12 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- 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) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- 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
- 09001772 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 17 April 2014 (12 years old)
- Registered office
- The Maidstone Studios Vinters Business Park, New Cut Road, Maidstone, Kent, ME14 5NZ, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| William James Green | Director | Dec 1983 | 10 Nov 2023 | 2 other companies |
| Taras Rybak | Director | Nov 1981 | 22 Apr 2026 | 21 other companies |
Other companies run by these 2 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
- 23
- closed down
- 8
- are FCA-registered
- 5
In the full report: all 23 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 5 on the FCA register
- All 8 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£71.4k
−40% from £118k
Cash at bank
£16.0k
No earlier figure to compare
Employees (average)
2
+100% from 1
Owed within a year
£8,327
+212% from £2,666
Assets and liabilities
In the full report: all 5 years of accounts
- Every year from 2020 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.
Accounts filed at Companies House for company 09001772. 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 Smart Financial Planning’s history from the FCA register and Companies House, newest first.
2024
24 April 2024
- Changed its registered name from "Hellier Independent Financial Services Limited"
FCA register
2023
10 November 2023
- Board replaced: its only director left and a new director took over
Companies House
2019
30 July 2019
- Board replaced: both directors left and a new director took over
Companies House
2018
1 May 2018
- Bidco Hifs Limited took control (75–100% of shares)
- Jane Hellier gave up control
Companies House
2017
17 April 2017
- Jane Hellier took control (75–100% of shares)
Companies House
2014
21 November 2014
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
17 April 2014
- Incorporated at Companies House
Companies House
In the full report: all 25 events
- All 25 events in its history (9 shown here)
- Every director appointment and resignation: 14
Firms connected to Plan Smart Financial Planning
Other FCA-listed firms that share a director, phone number or address with Plan Smart Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 5
- share a director
- 5
- share its postcode
- 2
In the full report: all 5 connected firms, named
- How each is linked: shared directors (5), the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Plan Smart Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Maidstone
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 Smart Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 23 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 5 years of accounts, charted
- All 25 events in its history
- 5 connected firms, named, and who links them
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Frequently asked questions about this firm
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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