Purely Financial Planning Limited

Reference number: 601068

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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.

Responsible principal firm

Personal Touch Financial Services Limited Reference number: 187834 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.
  • Purely Financial Planning Limited (FRN 601068) is an AR of Personal Touch Financial Services Limited (FRN 187834). When you use Purely Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Purely 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

    01932 627999

  • Address

    First Floor, 26-28 Molesey Road, Hersham, Surrey, KT12 4RQ, United Kingdom

In the full report: 2 background checks

  • What kind of line 01932 627999 is
  • Who else gives the postcode KT12 4RQ
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Other names (2)

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

  • Purely Business Protection Trading name
  • Purely Financial Planning Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Personal Touch Financial Services 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, 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 number
08474750
Company status
Active
Company type
Private limited company
Incorporated
5 April 2013 (13 years old)
Registered office
26-28 Molesey Road, Hersham, Walton-On-Thames, KT12 4RQ, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Duncan Hodgson Director Apr 1979 5 Apr 2013 None
Andrew Jonathan Glover Director Dec 1963 1 Apr 2014 None
Jeremy Paul Gibson Director May 1973 2 Apr 2026 87 other companies
Mayank Prakash Director Jan 1973 2 Apr 2026 57 other companies

Other companies run by these 4 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
92
closed down
16
went insolvent
1

In the full report: all 92 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 37 on the FCA register, including one no longer authorised
  • The 52 companies these 4 directors run together
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£65.2k

−51% from £133k

Employees (average)

6

Same as 6

Owed within a year

£146k

+2.5% from £143k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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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 08474750. 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

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

Key events (8) All events (13)

2026

2 April 2026

  • Andrew Jonathan Glover stopped being a part-owner
  • Duncan Lawrence Hodgson stopped being a part-owner
  • Pivotal Growth Limited took control (75–100% of shares)

Companies House

2025

4 September 2025

  • Changed its registered name from "Purely Financial Planning Ltd"

FCA register

2016

6 April 2016

  • Andrew Jonathan Glover became a part-owner (25–50% of shares)
  • Duncan Lawrence Hodgson became a part-owner (25–50% of shares)

Companies House

2013

16 May 2013

  • Became an appointed representative

FCA register

5 April 2013

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (8 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Purely Financial Planning

Other FCA-listed firms that share a director, phone number or address with Purely Financial 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
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Firms like Purely Financial Planning

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

In Surrey

Fortis Financial Planning LtdSurreyAppointed representativeBates Independent LimitedSurreyAuthorisedCSense Capital FS LtdSurreyAuthorisedHorton Kirby Financial Services LimitedSurreyAuthorisedJohn Christopher KinchSurreyAuthorisedLann Finance LimitedSurreyAuthorised

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 Purely Financial Planning

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

  • 92 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 13 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Purely Financial Planning Limited FCA authorised?
Purely Financial Planning Limited (FRN 601068) 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 Purely 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. Purely Financial Planning Limited (FRN 601068) is an AR of Personal Touch Financial Services Limited (FRN 187834). When you use Purely Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Purely 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 Purely Financial Planning’s phone number?
The FCA register lists the phone number 01932 627999 for Purely Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Purely Financial Planning a scam or clone?
Purely 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 Purely Financial Planning?
Protection works through Personal Touch Financial Services Limited, the principal firm responsible for Purely Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Purely Financial Planning?
Purely Financial Planning is owned by Pivotal Growth Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 2 April 2026. Before that, it was controlled by Mr Andrew Jonathan Glover and Mr Duncan Lawrence Hodgson.
Who runs Purely Financial Planning?
Companies House lists 4 directors of Purely Financial Planning: Duncan Hodgson, Andrew Jonathan Glover, Jeremy Paul Gibson and Mayank Prakash.
How long has Purely Financial Planning been in business?
The company was formed on 5 April 2013.
What do Purely Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £65.2k (−51% from £133k).
Does Purely Financial Planning use any other names?
It trades as Purely Business Protection. It has previously used the name Purely Financial Planning Ltd.

Sources and links

The full report on Purely Financial Planning Limited

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