Portland Financial Planning Limited

Reference number: 917079

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.

In the full report: 3 background checks

  • When portland-fp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01743 365813 is
  • Who else gives the postcode SY2 5PJ
Instant PDF download

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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (6 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
  • Assisting in the administration and performance of a contract of insurance
  • Making arrangements with a view to transactions in investments

FCA disciplinary action

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
06377721
Company status
Active
Company type
Private limited company
Incorporated
21 September 2007 (19 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
David Benjamin Walters Director Feb 1952 21 Sep 2007 None
Jennifer Anne Walters Director Sep 1949 21 Sep 2007 None
Hannah Edwards Director Jun 1978 22 May 2023 None
Jennifer Anne Walters Secretary Not published 21 Sep 2007 None

In the full report: every company its directors have run

  • Confirmation that these 3 directors run no other company
Instant PDF download

Filed accounts and finances

Year to 30 September 2025Full accountsNot audited

Net assets

£83.4k

+18% from £71.0k

Cash at bank

£76.3k

−16% from £90.9k

Owed within a year

£20.3k

−35% from £31.3k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 06377721. 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

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

Key events (7) All events (12)

2024

13 June 2024

  • Hannah Edwards became a part-owner (25–50% of shares)

Companies House

2020

1 September 2020

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
  • Became authorised by the FCA

FCA register

2016

6 April 2016

  • David Benjamin Walters became a part-owner (25–50% of shares)
  • Jennifer Anne Walters became a part-owner (25–50% of shares)

Companies House

2007

21 September 2007

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (7 shown here)
  • Every director appointment and resignation: 3
Instant PDF download

Firms like Portland Financial Planning

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

In Shrewsbury

Andrew Haxton & Co LimitedShrewsburyAuthorisedBeach U.K. LimitedShrewsburyAuthorisedGee 7 Wealth Management LimitedShrewsburyAuthorisedHenry Davies Wealth Management LtdShrewsburyAuthorisedMatrix Capital LimitedShrewsburyAuthorisedMeaning Financial LimitedShrewsburyAuthorised

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 Portland Financial Planning

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 12 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Portland Financial Planning Limited FCA authorised?
Yes, Portland Financial Planning Limited (FRN 917079) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2020 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Portland Financial Planning’s phone number and website?
The FCA register lists the phone number 01743 365813 and the website portland-fp.co.uk for Portland Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Portland Financial Planning a scam or clone?
Portland 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 Portland 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 Portland Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Portland Financial Planning?
Companies House lists 3 people with significant control of Portland Financial Planning: Mrs Hannah Edwards (25–50% of shares), Mr David Benjamin Walters (25–50% of shares) and Mrs Jennifer Anne Walters (25–50% of shares).
Who runs Portland Financial Planning?
Companies House lists 3 directors of Portland Financial Planning: David Benjamin Walters, Jennifer Anne Walters and Hannah Edwards.
How long has Portland Financial Planning been in business?
The company was formed on 21 September 2007, and has held its current FCA authorisation since September 2020.
What do Portland Financial Planning’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £83.4k (+18% from £71.0k) and cash at bank of £76.3k (−16% from £90.9k).

Sources and links

The full report on Portland Financial Planning Limited

£19.99 · Instant PDF download

Loading secure checkout…