Poise Financial Planning Limited: FCA regulated?

Authorised by the FCA

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

Authorised for 5 years
Your funds are protected by FSCS
No FCA actions
Active company since 2020
Accounts filed up to 30 September 2025
Its whole board of directors changed in August 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

poisefp.co.uk (opens in a new tab)
Phone number

01506 841625
Address

Herkimer House, Mill Road Enterprise Park, Linlithgow, West Lothian, EH3 7JY, United Kingdom

In the full report: 3 background checks

When poisefp.co.uk first appeared online, and whether it can receive email
What kind of line 01506 841625 is
Who else gives the postcode EH3 7JY

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.
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 (5 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
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: SC659309 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 15 April 2020 (6 years old)
Registered office: Level 3 6 St Andrew Square, Edinburgh, EH2 2BD, Scotland
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)
Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Suzanne Katharine Gray	Director	Jul 1982	31 Aug 2026	3 other companies
John Patrick Mcardle	Director	Jan 1968	31 Aug 2026	None

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: 3
closed down: 1
is FCA-registered: 1

In the full report: all 3 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 one on the FCA register
All 3 people who have ever been directors, with their dates

Filed accounts and finances

Year to 30 September 2025Micro-entity accountsNot audited

Net assets

£131k

+23% from £107k

Employees (average)

2

Same as 2

Owed within a year

£59.4k

+41% from £42.1k

Assets and liabilities

In the full report: all 5 years of accounts

Every year from 2021 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 SC659309. 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

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

Key events (7) All events (13)

2026

31 August 2026

Board replaced: its only director left and 2 new directors took over
Graeme Inglis gave up control
Jacaranda Bidco Limited took control (75–100% of shares)

Companies House

2021

4 January 2021

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

FCA register

2020

15 April 2020

Incorporated at Companies House
Graeme Inglis took control (75–100% of shares)

Companies House

In the full report: all 13 events

All 13 events in its history (7 shown here)
Every director appointment and resignation: 4

Firms connected to Poise Financial Planning

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

connected firms: 2
share a director: 1
share its postcode: 1

In the full report: all 2 connected firms, named

How each is linked: shared directors (1), the same postcode (1)
Who links each one: the named directors, with dates

Firms like Poise Financial Planning

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

In Linlithgow

Alan Steel (Asset Management) LimitedLinlithgowAuthorised John Yuille Financial Services LtdLinlithgowAuthorised Policy Services LimitedLinlithgowAuthorised Archer Joy Financial Planning LimitedLinlithgowAppointed representative Calderwood Financial Planning LtdLinlithgowAppointed representative Sutherland Mayfair Financial Planning LtdLinlithgowAppointed 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 Poise Financial Planning

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

3 other companies its directors have run, named
3 background checks on its contact details
5 years of accounts, charted
All 13 events in its history
2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Poise Financial Planning Limited FCA authorised?

Yes, Poise Financial Planning Limited (FRN 930257) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Poise Financial Planning’s phone number and website?

The FCA register lists the phone number 01506 841625 and the website poisefp.co.uk for Poise Financial Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Poise Financial Planning a scam or clone?

Poise 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 Poise 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 Poise Financial Planning to the Financial Ombudsman Service, free of charge.

Who owns Poise Financial Planning?

Poise Financial Planning is owned by Jacaranda Bidco Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 31 August 2026. Before that, it was controlled by Mr Graeme Inglis.

Who runs Poise Financial Planning?

Companies House lists 2 directors of Poise Financial Planning: Suzanne Katharine Gray and John Patrick McArdle.

How long has Poise Financial Planning been in business?

The company was formed on 15 April 2020, and has held its current FCA authorisation since January 2021.

What do Poise Financial Planning’s latest accounts show?

Its latest accounts, to 30 September 2025, show net assets of £131k (+23% from £107k).