Portcullis Financial Planning Limited
Reference number: 506044
Instant download
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
Office 10, Greenbox, Westonhall Road, Stoke Prior, Bromsgrove, Worcestershire, B60 4AL, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When pfpadviser.co.uk first appeared online, and whether it can receive email
- What kind of line 01562 510510 is
- Who else gives the postcode B60 4AL
Other names (1)
If you were contacted under any of these names, it is this firm.
- Brian Vallely & Co Investment Management Former trading name: A name it used to trade under.
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.
- 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 (5 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- 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
- 06113368 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 19 February 2007 (19 years old)
- Registered office
- 10 Greenbox Weston Hall Road, Stoke Prior, Bromsgrove, B60 4AL, England
- Nature of business
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- Life insurance (SIC 65110)
- Pension funding (SIC 65300)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Oliver Charles Brown | Director | Sep 1980 | 3 Dec 2019 | None |
| Alan Frederick Beaney | Director | Aug 1957 | 3 Dec 2019 | None |
| Glenn John Meyer | Director | Jun 1959 | 3 Dec 2019 | None |
| Neil Michael Whelan | Director | Dec 1978 | 3 Dec 2019 | None |
| Robert Michael Blount | Director | Jan 1978 | 1 Nov 2021 | 2 other companies |
Other companies run by these 5 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
- 2
- closed down
- 1
- still active
- 1
In the full report: all 2 companies, named
- What each company does, and whether it is still trading
- Which of these 5 directors sit on each board, and since when
- Any that went into liquidation or administration
- All 8 people who have ever been directors, with their dates
Filed accounts and finances
Profit before tax
£133k
+32% from £101k
Net assets
£234k
+8.2% from £217k
Cash at bank
£281k
+10% from £255k
Owed within a year
£80.3k
+36% from £58.8k
The accounts for the year to 31 March 2026 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £320k, for the year to 31 March 2023.
Profit before tax
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 06113368. 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
Portcullis Financial Planning’s history from the FCA register and Companies House, newest first.
2025
14 April 2025
- Rmb Mgmt Limited became a part-owner (25–50% of shares)
Companies House
2019
3 December 2019
- Board replaced: both directors left and 4 new directors took over
- Donna Rachael Thompson stopped being a part-owner
- Jonathan Thompson stopped being a part-owner
- R C Brown Investment Management PLC became the majority owner (50–75% of shares)
Companies House
2017
25 January 2017
- Donna Rachael Thompson became a part-owner (25–50% of shares)
- Jonathan Thompson became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2010
4 January 2010
- Became authorised by the FCA
FCA register
2009
9 November 2009
- Regulated by the Financial Services Authority from this date
FCA register
2007
19 February 2007
- Incorporated at Companies House
Companies House
In the full report: all 29 events
- All 29 events in its history (11 shown here)
- Every director appointment and resignation: 13
Firms like Portcullis Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Bromsgrove
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 Portcullis Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 2 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 7 years of accounts, charted
- All 29 events in its history
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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