Sancto Merricks Financial Planning Limited

Reference number: 501806

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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 sanctomerricks.co.uk first appeared online, and whether it can receive email
  • What kind of line 01322 529490 is
  • Who else gives the postcode DA5 1LU
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Other names (1)

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

  • Sancto Merricks Wealth Management Trading name: A name it trades under now.

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.
  • 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 (5 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
  • 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 status
Active
Company type
Private limited company
Incorporated
17 March 2009 (17 years old)
Registered office
The Corner House, 2 High Street, Aylesford, Kent, ME20 7BG, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Ian Wyatt Merricks Director Mar 1963 17 Mar 2009 None
David Anthony Sancto Director Apr 1964 17 Mar 2009 None
Amanda Jane Sancto Secretary Not published 17 Mar 2009 –

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£197k

+108% from £94.7k

Cash at bank

£332k

+59% from £209k

Employees (average)

7

−13% from 8

Owed within a year

£145k

+12% from £129k

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 06849767. 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

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

2016

6 April 2016

  • David Anthony Sancto became a part-owner (25–50% of shares)
  • Ian Wyatt Merricks became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

5 November 2009

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

17 March 2009

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (6 shown here)
  • Every director appointment and resignation: 2
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Firms connected to Sancto Merricks Financial Planning

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Sancto Merricks Financial Planning

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

In Bexley

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 Sancto Merricks 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
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Sancto Merricks Financial Planning Limited FCA authorised?
Yes, Sancto Merricks Financial Planning Limited (FRN 501806) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2009 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Sancto Merricks Financial Planning’s phone number and website?
The FCA register lists the phone number 01322 529490 and the website sanctomerricks.co.uk for Sancto Merricks Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Sancto Merricks Financial Planning a scam or clone?
Sancto Merricks 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 Sancto Merricks 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 Sancto Merricks Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Sancto Merricks Financial Planning?
Companies House lists 2 people with significant control of Sancto Merricks Financial Planning: Mr David Anthony Sancto (25–50% of shares) and Mr Ian Wyatt Merricks (25–50% of shares).
Who runs Sancto Merricks Financial Planning?
Companies House lists 2 directors of Sancto Merricks Financial Planning: Ian Wyatt Merricks and David Anthony Sancto.
How long has Sancto Merricks Financial Planning been in business?
The company was formed on 17 March 2009, and has held its current FCA authorisation since November 2009.
What do Sancto Merricks Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £197k (+108% from £94.7k) and cash at bank of £332k (+59% from £209k).
Does Sancto Merricks Financial Planning use any other names?
It trades as Sancto Merricks Wealth Management.

Sources and links

The full report on Sancto Merricks Financial Planning Limited

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