Regentia Lifestyle Planning Ltd
Reference number: 413890
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
17A Appleton Court, Durkar, Wakefield, West Yorkshire, WF2 7AR, United Kingdom
In the full report: 3 background checks
- When regentia.co.uk first appeared online, and whether it can receive email
- What kind of line 01924 566010 is
- Who else gives the postcode WF2 7AR
Other names (5)
If you were contacted under any of these names, it is this firm.
- Regentia Lifestyle Trading name: A name it trades under now.
- Gilruth Associates Limited Former name: A name it was registered under before.
- Regency Lifestyle Planning Limited Former name: A name it was registered under before.
- Regency Lifestyle Former trading name: A name it used to trade under.
- Regency Lifestyle Planning 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.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- 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 (12 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- 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
- 05233133 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 16 September 2004 (22 years old)
- Registered office
- 17a Appleton Court, Durkar, Wakefield, WF2 7AR, England
- Nature of business
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- Life insurance (SIC 65110)
- Life reinsurance (SIC 65201)
- Pension funding (SIC 65300)
- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Daniel Lee Walton | Director | May 1980 | 9 Jun 2014 | 5 other companies |
| Emma Louise Walton | Director | Oct 1977 | 20 Jun 2014 | 2 other companies |
| Samantha Jayne Baker | Director | Feb 1975 | 4 Jul 2022 | 7 other companies |
| Peter James Whittaker | Director | Feb 1983 | 23 Sep 2022 | 3 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
- 12
- closed down
- 5
- is FCA-registered
- 1
In the full report: all 12 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- The 4 companies these 4 directors run together
- All 8 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£668k
+29% from £517k
Cash at bank
£392k
No earlier figure to compare
Employees (average)
7
−13% from 8
Owed within a year
£484k
+309% from £118k
Assets and liabilities
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 05233133. 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
Regentia Lifestyle Planning’s history from the FCA register and Companies House, newest first.
2016
9 December 2016
- Regency Financial Advice Ltd took control (75–100% of shares)
Companies House
6 April 2016
- Daniel Lee Walton took control (75–100% of shares)
- Emma Louise Walton took control (75–100% of shares)
Companies House
9 February 2016
- Changed its registered name from "Regency Lifestyle Planning Limited"
FCA register
2015
30 October 2015
- Changed its registered name from "Gilruth Associates Limited"
FCA register
2014
9 June 2014
- Board replaced: both directors left and 2 new directors took over
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2005
4 January 2005
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
2004
16 September 2004
- Incorporated at Companies House
Companies House
In the full report: all 29 events
- All 29 events in its history (10 shown here)
- Every director appointment and resignation: 10
Firms connected to Regentia Lifestyle Planning
Other FCA-listed firms that share a director, phone number or address with Regentia Lifestyle Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share a director
- 1
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: shared directors (1), the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Regentia Lifestyle Planning
Other firms of the same type (financial adviser), nearest first.
In Wakefield
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 Regentia Lifestyle Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 12 other companies its directors have run, named
- 3 background checks on its contact details
- All 29 events in its history
- 2 connected firms, 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
- 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