SDB Strategic Planners Limited

Reference number: 116337

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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 courtiers.co.uk first appeared online, and whether it can receive email
  • What kind of line 01782 712233 is
  • Who else gives the postcode ST5 8BQ
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Other names (4)

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

  • Courtiers Trading name
  • Stuart D. Bryant Limited Former name
  • The SDB Group Limited Former name
  • The SDB Group Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · 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.
  • 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.
  • 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 (8 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
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • SDB Strategic Planners Limited will not accept, without the prior written consent of the Authority, any new clients, or any new client money or custody assets, from new clients.
    1. SDB Strategic Planners Limited (SDB) will not accept, without the prior written consent of the Authority, any new clients, or any new client money or custody assets, from new clients. This applies from the date of this VREQ. 2. Paragraph 1 does not apply to the acceptance of new client monies or custody assets from existing clients and / or third parties by SDB as a result of or in relation to the following: a. Existing clients re-investing the investment gains or redemption proceeds from sale of an existing asset, where this does not require the acceptance of new client money or custody assets from the client; b. Existing clients making contributions to existing ISAs and pensions prior to 5 April 2024; c. Existing clients continuing to make ongoing contributions to an investment product under an arrangement which predates this notice; d. Receipt of dividends or coupons; e. Rights issues; f. Corporate actions including maturing bonds; g. Settlement of trades instructed but not yet settled as at the date of the requirements; and h. Margin calls and movements associated with open trades and positions. 3. For the avoidance of doubt, paragraph 1 does include any new clients who onboarded with another entity listed in the Courtiers Group after the date of the VREQ, i.e. a new customer at another entity cannot be onboarded and transferred to SDB after the date of the VREQ. 4. SDB will not proactively cancel or substantially change any ongoing service arrangements already in place with clients as at the date of this VREQ, other than where clients are being moved to Courtiers Investment Services Ltd (FRN 124995). 5. SDB will notify the FCA at the earliest opportunity of the governing body’s decision to begin any wind down process for the firm.
  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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
01849083
Company status
Active
Company type
Private limited company
Incorporated
18 September 1984 (42 years old)
Registered office
18 Hart Street, Henley-On-Thames, RG9 2AU, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
James Stewart Shepperd Director Feb 1966 11 Mar 2020 14 other companies
Gary Derek Reynolds Director May 1957 11 Mar 2020 19 other companies

Other companies run by these 2 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
19
closed down
3
are FCA-registered
6

In the full report: all 19 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 6 on the FCA register
  • The 14 companies these 2 directors run together
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Full accountsAudited

Turnover

£57.6k

−87% from £448k

Profit before tax

−£104k

−130% from £351k

Net assets

£717k

−9% from £788k

Cash at bank

£25.0k

−96% from £560k

Turnover and profit

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.

Accounts filed at Companies House for company 01849083. 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

SDB Strategic Planners’s history from the FCA register and Companies House, newest first.

Key events (17) All events (35)

2024

6 March 2024

  • FCA imposed a requirement (SDB Strategic Planners Limited will not accept, without the prior written consent of the Authority, any new clients, or any new client money or custody assets, from new clients.)

FCA register

2020

11 March 2020

  • Board replaced: both directors left and 2 new directors took over
  • Carolyn Bryant stopped being a part-owner
  • Courtiers Group Holdings Limited took control (75–100% of shares)
  • Joanne Michele Watt no longer has significant control
  • Stuart David Bryant stopped being a part-owner

Companies House

2017

22 September 2017

  • Joanne Michele Watt gained significant control

Companies House

2016

6 April 2016

  • Carolyn Bryant became a part-owner (25–50% of shares)
  • Stuart David Bryant became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

22 November 2011

  • FCA imposed a requirement (May control but not hold client money & asset)

FCA register

2001

1 December 2001

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

FCA register

1994

10 October 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1991

1 December 1991

  • Changed its registered name from "The SDB Group Limited"

FCA register

1 January 1991

  • Changed its registered name from "Stuart D. Bryant Limited"

FCA register

1984

18 September 1984

  • Incorporated at Companies House

Companies House

In the full report: all 35 events

  • All 35 events in its history (17 shown here)
  • Every director appointment and resignation: 11
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Firms connected to SDB Strategic Planners

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

connected firms
5
share a director
5
past link
1

In the full report: all 5 connected firms, named

  • How each is linked: shared directors (5)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like SDB Strategic Planners

Other firms of the same type (investment or fund manager), nearest first.

In the Stoke-on-Trent (ST) postcode area

Ironmarket LimitedNewcastleAuthorisedSorbus Partners LLPStaffordAuthorisedTopcashback LimitedStaffordAppointed 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 SDB Strategic Planners

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

  • 19 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 35 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is SDB Strategic Planners Limited FCA authorised?
Yes, SDB Strategic Planners Limited (FRN 116337) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed 2 limits on what it may do.
What is SDB Strategic Planners’ phone number and website?
The FCA register lists the phone number 01782 712233 and the website courtiers.co.uk for SDB Strategic Planners. If you were given different contact details, use these to check with the firm before going any further.
Is SDB Strategic Planners a scam or clone?
SDB Strategic Planners 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 SDB Strategic Planners?
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 SDB Strategic Planners to the Financial Ombudsman Service, free of charge.
Who owns SDB Strategic Planners?
SDB Strategic Planners is owned by Courtiers Group Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 11 March 2020. Before that, it was controlled by Ms Joanne Michele Watt, Mr Stuart David Bryant and Mrs Carolyn Bryant.
Who runs SDB Strategic Planners?
Companies House lists 2 directors of SDB Strategic Planners: James Stewart Shepperd and Gary Derek Reynolds.
How long has SDB Strategic Planners been in business?
The company was formed on 18 September 1984, and has held its current FCA authorisation since December 2001.
What do SDB Strategic Planners’ latest accounts show?
Its latest accounts, to 31 March 2025, show turnover of £57.6k (−87% from £448k) and profit before tax of −£104k (−130% from £351k).
Does SDB Strategic Planners use any other names?
It trades as Courtiers. It has previously used 3 other names: Stuart D. Bryant Limited, The SDB Group Limited and The SDB Group.

Sources and links

The full report on SDB Strategic Planners Limited

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