Self Financial Planners Limited

Reference number: 136758

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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 selfadvice.com first appeared online, and whether it can receive email
  • What kind of line 01789 201850 is
  • Who else gives the postcode CV37 9NW
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Other names (4)

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

  • Self Trading name
  • Self Chartered Financial Planners Trading name
  • Roger Self Life & Pension Brokers Limited Former name
  • Roger Self Limited Former name

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (7 permissions)
  • 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
  • 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
01333235
Company status
Active
Company type
Private limited company
Incorporated
10 October 1977 (49 years old)
Registered office
48 Cygnet Court, Timothy's Bridge Road, Stratford-Upon-Avon, CV37 9NW, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
William Roger James Self Director Feb 1969 3 Mar 2000 None
Victor Geoffrey Flavell Matts Director May 1955 4 Jul 2022 30 other companies
Lesley Ann Mcleod Secretary Not published 3 Jan 2023 –

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
30
closed down
7
went insolvent
1

In the full report: all 30 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The one on the FCA register
  • All 11 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Total equity

£470k

−23% from £612k

Cash at bank

£632k

−10% from £703k

Owed within a year

£179k

+61% from £111k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 to 2025
  • 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.

Accounts filed at Companies House for company 01333235. 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

Self Financial Planners’s history from the FCA register and Companies House, newest first.

Key events (10) All events (35)

2020

11 November 2020

  • Lrs (Elm Court) Limited stopped being a part-owner

Companies House

2016

6 April 2016

  • Lrs (Elm Court) Limited became a part-owner (25–50% of shares)
  • William Roger James Self took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

27 November 2006

  • Changed its registered name from "Roger Self Limited"

FCA register

2001

1 December 2001

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

FCA register

1994

3 October 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1987

2 June 1987

  • Changed its registered name from "Roger Self Life & Pension Brokers Limited"

FCA register

1977

10 October 1977

  • Incorporated at Companies House

Companies House

In the full report: all 35 events

  • All 35 events in its history (10 shown here)
  • Every director appointment and resignation: 18
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Firms connected to Self Financial Planners

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

connected firm
1
share its postcode
1
past link
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
  • 1 past link through former directors
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Firms like Self Financial Planners

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

In Stratford-upon-Avon

Adair Financial Management LtdStratford-upon-AvonAuthorisedBB Wealth LimitedStratford-Upon-AvonAuthorisedDHM Wynchwood LLPStratford-upon-AvonAuthorisedGerald David HusseyStratford-Upon-AvonAuthorisedMaher Brownsword LimitedStratford-Upon-AvonAuthorisedMayfair Independent LimitedStratford-Upon-AvonAuthorised

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 Self Financial Planners

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

  • 30 other companies its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 35 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Self Financial Planners Limited FCA authorised?
Yes, Self Financial Planners Limited (FRN 136758) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Self Financial Planners’ phone number and website?
The FCA register lists the phone number 01789 201850 and the website selfadvice.com for Self Financial Planners. If you were given different contact details, use these to check with the firm before going any further.
Is Self Financial Planners a scam or clone?
Self Financial 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 Self Financial 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 Self Financial Planners to the Financial Ombudsman Service, free of charge.
Who owns Self Financial Planners?
Companies House lists one person with significant control of Self Financial Planners: Mr William Roger James Self (75–100% of shares). Before that, it was controlled by Lrs (Elm Court) Limited.
Who runs Self Financial Planners?
Companies House lists 2 directors of Self Financial Planners: William Roger James Self and Victor Geoffrey Flavell Matts.
How long has Self Financial Planners been in business?
The company was formed on 10 October 1977, and has held its current FCA authorisation since December 2001.
What do Self Financial Planners’ latest accounts show?
Its latest accounts, to 31 March 2025, show total equity of £470k (−23% from £612k) and cash at bank of £632k (−10% from £703k).
Does Self Financial Planners use any other names?
It trades as Self and Self Chartered Financial Planners. It has previously used 2 other names: Roger Self Life & Pension Brokers Limited and Roger Self Limited.

Sources and links

The full report on Self Financial Planners Limited

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