Seven Hills Financial Planning Ltd

Reference number: 971966

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Seven Hills Financial Planning Ltd (FRN 971966) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Seven Hills Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Seven Hills Financial Planning, 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.

In the full report: 3 background checks

  • When sevenhillswealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 0131 629 4360 is
  • Who else gives the postcode EH10 6AB
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Other names (1)

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

  • Seven Hills Wealth Management Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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
SC723633
Company status
Active
Company type
Private limited company
Incorporated
18 February 2022 (4 years old)
Registered office
41 Comiston Road, Edinburgh, EH10 6AB, Scotland
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel James Gibb Director Aug 1986 18 Feb 2022 1 other company
Christopher Ian Mcneill Director Aug 1970 1 Jul 2022 1 other company

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 company
1
closed down
1
run together
1

In the full report: all 1 company, 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 1 company these 2 directors run together
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Filed accounts and finances

Year to 28 February 2025Micro-entity accountsNot audited

Net assets

£379k

+5.5% from £359k

Employees (average)

12

+20% from 10

Owed within a year

£900k

−13% from £1.03m

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 SC723633. 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

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

Key events (4) All events (7)

2022

1 July 2022

  • Christopher Ian McNeill became a part-owner (25–50% of shares)

Companies House

14 March 2022

  • Became an appointed representative

FCA register

18 February 2022

  • Incorporated at Companies House
  • Daniel James Gibb became a part-owner (25–50% of shares)

Companies House

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms like Seven Hills Financial Planning

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

In Edinburgh

Royal College Of Surgeons Of EdinburghEdinburghAppointed representativeAB1 Financial Planning LtdEdinburghAppointed representativeAdam LeechEdinburghAppointed representativeAdrian HangerEdinburghAppointed representativeAlasdair McLeishEdinburghAppointed representativeAlex DockarEdinburghAppointed 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 Seven Hills Financial Planning

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
  • 3 background checks on its contact details
  • All 7 events in its history

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Frequently asked questions about this firm

Is Seven Hills Financial Planning Ltd FCA authorised?
Seven Hills Financial Planning Ltd (FRN 971966) 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 Seven Hills Financial Planning?
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. Seven Hills Financial Planning Ltd (FRN 971966) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Seven Hills Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Seven Hills Financial Planning, 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 Seven Hills Financial Planning’s phone number and website?
The FCA register lists the phone number 0131 629 4360 and the website sevenhillswealth.co.uk for Seven Hills Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Seven Hills Financial Planning a scam or clone?
Seven Hills 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 Seven Hills Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Seven Hills Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Seven Hills Financial Planning?
Companies House lists 2 people with significant control of Seven Hills Financial Planning: Mr Christopher Ian McNeill (25–50% of shares) and Mr Daniel James Gibb (25–50% of shares).
Who runs Seven Hills Financial Planning?
Companies House lists 2 directors of Seven Hills Financial Planning: Daniel James Gibb and Christopher Ian McNeill.
How long has Seven Hills Financial Planning been in business?
The company was formed on 18 February 2022.
What do Seven Hills Financial Planning’s latest accounts show?
Its latest accounts, to 28 February 2025, show net assets of £379k (+5.5% from £359k).
Does Seven Hills Financial Planning use any other names?
It trades as Seven Hills Wealth Management.

Sources and links

The full report on Seven Hills Financial Planning Ltd

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