Savant Financial Consultants Limited

Reference number: 1007729

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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

Openwork Limited Reference number: 408285 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.
  • Savant Financial Consultants Limited (FRN 1007729) is an AR of Openwork Limited (FRN 408285). When you use Savant Financial Consultants's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Savant Financial Consultants, 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

    01651 863667

  • Address

    Savant Financial, Morrison House, Kingseat Business Park, Newmachar, Aberdeen, AB21 0AZ, United Kingdom

In the full report: 2 background checks

  • What kind of line 01651 863667 is
  • Who else gives the postcode AB21 0AZ
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Other names (1)

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

  • Savant Financial Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Openwork 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
SC780899
Company status
Active
Company type
Private limited company
Incorporated
30 August 2023 (3 years old)
Registered office
28 Broad Street, Peterhead, Grampian, AB42 1BY, United Kingdom
Nature of business
  • Management consultancy activities other than financial management (SIC 70229)

Directors and company secretaries

Name Role Born Appointed Other companies
David William Milne Director Mar 1982 30 Aug 2023 1 other company

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 company
1
still active
1

In the full report: all 1 company, 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
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Filed accounts and finances

Year to 30 April 2026Micro-entity accountsNot audited

Net assets

£91.7k

+42% from £64.7k

Employees (average)

3

Same as 3

Owed within a year

£385k

−21% from £487k

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 SC780899. 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

Savant Financial Consultants’s history from the FCA register and Companies House, newest first.

2024

12 March 2024

  • Became an appointed representative
  • Began trading as "Savant Financial"

FCA register

2023

30 August 2023

  • Incorporated at Companies House
  • Savant Financial (Holdings) Limited took control (75–100% of shares)
  • David William Milne appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Savant Financial Consultants

Other FCA-listed firms that share a director, phone number or address with Savant Financial Consultants. 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 Savant Financial Consultants

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

In Aberdeen

Adam Sinclair & Associates Wealth Management LtdAberdeenAppointed representativeAmanda Louise KnoxAberdeenAppointed representativeBuchan Wealth Management LtdAberdeenAppointed representativeClifton Wealth Partnership (Aberdeen) LtdAberdeenAppointed representativeCraig Andrew McPetrieAberdeenAppointed representativeCreate Financial Solutions LimitedAberdeenAppointed representative

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 Savant Financial Consultants

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

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • All 5 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Savant Financial Consultants Limited FCA authorised?
Savant Financial Consultants Limited (FRN 1007729) 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 Savant Financial Consultants?
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. Savant Financial Consultants Limited (FRN 1007729) is an AR of Openwork Limited (FRN 408285). When you use Savant Financial Consultants's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Savant Financial Consultants, 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 Savant Financial Consultants’ phone number?
The FCA register lists the phone number 01651 863667 for Savant Financial Consultants. If you were given different contact details, use these to check with the firm before going any further.
Is Savant Financial Consultants a scam or clone?
Savant Financial Consultants 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 Savant Financial Consultants?
Protection works through Openwork Limited, the principal firm responsible for Savant Financial Consultants's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Savant Financial Consultants?
Savant Financial Consultants is owned by Savant Financial (Holdings) Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 30 August 2023.
Who runs Savant Financial Consultants?
Companies House lists one director of Savant Financial Consultants: David William Milne.
How long has Savant Financial Consultants been in business?
The company was formed on 30 August 2023.
What do Savant Financial Consultants’ latest accounts show?
Its latest accounts, to 30 April 2026, show net assets of £91.7k (+42% from £64.7k).
Does Savant Financial Consultants use any other names?
It trades as Savant Financial.

Sources and links

The full report on Savant Financial Consultants Limited

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