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 7 years
- Protected through the principal
- No FCA actions
- Active company since 2019
- Accounts filed up to 30 September 2025
Responsible principal firm
Sandringham Financial Partners Limited Reference number: 581304 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.
- Proactive Wealth Planning Ltd (FRN 844921) is an AR of Sandringham Financial Partners Limited (FRN 581304). When you use Proactive Wealth Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Proactive Wealth 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.
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No website on the FCA register
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Phone number
-
Address
63 Bawtry Road, Bramley, Rotherham, South Yorkshire, S66 2TN, United Kingdom
In the full report: 2 background checks
- What kind of line 07796 447527 is
- Who else gives the postcode S66 2TN
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Sandringham Financial Partners Limited, 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, freeYou 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 number
- 12011992 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 22 May 2019 (7 years old)
- Registered office
- Pkn Chartered Accountants 63 Bawtry Road, Bramley, Rotherham, South Yorkshire, S66 2TN, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Louise Michelle Phipps | Director | Aug 1974 | 22 May 2019 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Total equity
£54.3k
−12% from £61.4k
Employees (average)
1
Same as 1
Owed within a year
£16.9k
+7.4% from £15.8k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 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 12011992. 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
Proactive Wealth Planning’s history from the FCA register and Companies House, newest first.
2019
27 June 2019
- Became an appointed representative
FCA register
22 May 2019
- Incorporated at Companies House
- Louise Michelle Phipps took control (75–100% of shares)
- Louise Michelle Phipps appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Proactive Wealth Planning
Other FCA-listed firms that share a director, phone number or address with Proactive Wealth Planning. 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 Proactive Wealth Planning
Other firms of the same type (financial adviser), nearest first.
In Rotherham
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 Proactive Wealth 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
- 2 background checks on its contact details
- 6 years of accounts, charted
- All 4 events in its history
- 1 connected firm, named, and who links them
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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
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk