Platinum Financial Planning & IFA Limited: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 11 years
Your funds are protected by FSCS
No FCA actions
Active company since 2015
Accounts filed up to 31 March 2026

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.

Website

platinum-ifa.co.uk (opens in a new tab)
Phone number

01372 466802
Address

Platinum Financial Planning & I F A Ltd, Grapes House 79a, High Street, Esher, Surrey, KT10 9QA, United Kingdom

In the full report: 3 background checks

When platinum-ifa.co.uk first appeared online, and whether it can receive email
What kind of line 01372 466802 is
Who else gives the postcode KT10 9QA

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.
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 (7 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Credit Broking
Debt-counselling
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: 09378518 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 8 January 2015 (11 years old)
Registered office: 1 Park Road, Hampton Wick, Kingston Upon Thames, KT1 4AS, England
Nature of business: Pension funding (SIC 65300)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Digenis Andreas Homatenos	Director	Dec 1956	8 Jan 2015	1 other company

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 company: 1
still active: 1

In the full report: all 1 company, 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

Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Total equity

£102k

No earlier figure to compare

Cash at bank

£27.8k

−15% from £32.6k

Owed within a year

£16.8k

+8.4% from £15.5k

No turnover or profit for the year to 31 March 2026: the accounts print them but do not tag them. The last tagged figures are £190k turnover and £66.6k profit, for the year to 31 March 2023.

Assets and liabilities

In the full report: all 7 years of accounts

Every year from 2020 to 2026
Both charts, 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 09378518. 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

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

Key events (4) All events (8)

2017

8 January 2017

Digenis Andreas Homatenos took control (75–100% of shares)

Companies House

2015

10 August 2015

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

FCA register

8 January 2015

Incorporated at Companies House

Companies House

In the full report: all 8 events

All 8 events in its history (4 shown here)
Every director appointment and resignation: 1

Firms connected to Platinum Financial Planning & IFA

Other FCA-listed firms that share a director, phone number or address with Platinum Financial Planning & IFA. 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

Firms like Platinum Financial Planning & IFA

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

In Esher

Partridge Muir & Warren LimitedEsherAuthorised Taylormade Financial Planning LLPEsherAuthorised Alison MorrisEsherAppointed representative Balance Financial Planning LimitedEsherAppointed representative Daniel MayoEsherAppointed representative Trowlock Wealth Management LLPEsherAppointed representative

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 Platinum Financial Planning & IFA

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

1 other company its directors have run, named
3 background checks on its contact details
7 years of accounts, charted
All 8 events in its history
1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Platinum Financial Planning & IFA Limited FCA authorised?

Yes, Platinum Financial Planning & IFA Limited (FRN 672250) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2015 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Platinum Financial Planning & IFA’s phone number and website?

The FCA register lists the phone number 01372 466802 and the website platinum-ifa.co.uk for Platinum Financial Planning & IFA. If you were given different contact details, use these to check with the firm before going any further.

Is Platinum Financial Planning & IFA a scam or clone?

Platinum Financial Planning & IFA 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 Platinum Financial Planning & IFA?

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 Platinum Financial Planning & IFA to the Financial Ombudsman Service, free of charge.

Who owns Platinum Financial Planning & IFA?

Companies House lists one person with significant control of Platinum Financial Planning & IFA: Mr Digenis Andreas Homatenos (75–100% of shares).

Who runs Platinum Financial Planning & IFA?

Companies House lists one director of Platinum Financial Planning & IFA: Digenis Andreas Homatenos.

How long has Platinum Financial Planning & IFA been in business?

The company was formed on 8 January 2015, and has held its current FCA authorisation since August 2015.

What do Platinum Financial Planning & IFA’s latest accounts show?

Its latest accounts, to 31 March 2026, show total equity of £102k (no earlier figure to compare) and cash at bank of £27.8k (−15% from £32.6k).