Primary Financial Planning Ltd: FCA regulated?

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Appointed for 10 years
Protected through the principal
No FCA actions
Active company since 2015
Accounts filed up to 31 August 2025
1 thing worth a closer look in the background checks

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →

What does this mean?

An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
Primary Financial Planning Ltd (FRN 732493) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Primary Financial Planning's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Primary Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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.

No website on the FCA register
Phone number

07398 222957
Address

30 Lombard Street, London, EC3V 9BQ, United Kingdom

In the full report: 2 background checks, 1 thing worth a closer look

What kind of line 07398 222957 is
Whether EC3V 9BQ is a shared office: 226 other firms give it

Other names (2)

If you were contacted under any of these names, it is this firm.

Ashleigh Green Former trading name: A name it used to trade under.
Ashleigh Green Financial The Financial Advice Specialist Former trading name: A name it used to trade under.

FCA permissions and consumer protection

Protection through the principal firm
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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 name: PRIMARY FINANCIAL PLANNING LIMITED
Company number: 09632836 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 10 June 2015 (11 years old)
Registered office: 35 Grafton Way, London, W1T 5DB, England
Nature of business: Activities of mortgage finance companies (SIC 64922)
Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Ashleigh Halit	Director	Mar 1980	10 Jun 2015	2 other companies

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 companies: 2
closed down: 1
is FCA-registered: 1

In the full report: all 2 companies, 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
The one on the FCA register
All 2 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 August 2025Micro-entity accountsNot audited

Net assets

£49.3k

+16% from £42.4k

Employees (average)

1

Same as 1

Owed within a year

£29.5k

+13% from £26.2k

Net assets

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

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 09632836. 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

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

Key events (3) All events (10)

2017

10 June 2017

Ashleigh Halit took control (75–100% of shares)

Companies House

2016

19 January 2016

Became an appointed representative

FCA register

2015

10 June 2015

Incorporated at Companies House

Companies House

In the full report: all 10 events

All 10 events in its history (3 shown here)
Every director appointment and resignation: 3

Firms connected to Primary Financial Planning

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

connected firm: 1
share a director: 1

In the full report: the connected firm, named

How it is linked: shared directors (1)
Who links it to this firm: the named directors, with dates

Firms like Primary Financial Planning

Other firms of the same type (insurance broker), nearest first.

In London

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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 Primary 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
2 background checks on its contact details, 1 flagged
7 years of accounts, charted
All 10 events in its history
1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Primary Financial Planning Ltd FCA authorised?

Primary Financial Planning Ltd (FRN 732493) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.

What does appointed representative mean for Primary Financial Planning?

An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Primary Financial Planning Ltd (FRN 732493) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Primary Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Primary Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

What is Primary Financial Planning’s phone number?

The FCA register lists the phone number 07398 222957 for Primary Financial Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Primary Financial Planning a scam or clone?

Primary 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 Primary Financial Planning?

Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Primary Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Primary Financial Planning?

Companies House lists one person with significant control of Primary Financial Planning: Miss Ashleigh Halit (75–100% of shares).

Who runs Primary Financial Planning?

Companies House lists one director of Primary Financial Planning: Ashleigh Halit.

How long has Primary Financial Planning been in business?

The company was formed on 10 June 2015.

What do Primary Financial Planning’s latest accounts show?

Its latest accounts, to 31 August 2025, show net assets of £49.3k (+16% from £42.4k).

Does Primary Financial Planning use any other names?

It has previously used 2 other names: Ashleigh Green and Ashleigh Green Financial The Financial Advice Specialist.