Shouksmith Financial Planning Ltd

Reference number: 1016304

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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

ValidPath Limited Reference number: 197107 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.
  • Shouksmith Financial Planning Ltd (FRN 1016304) is an AR of ValidPath Limited (FRN 197107). When you use Shouksmith Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Shouksmith 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.

  • No website on the FCA register

  • Phone number

    07903 438413

  • Address

    Suite 2, East Bridge House, East Street, Colchester, Essex, CO1 2TX, United Kingdom

In the full report: 2 background checks

  • What kind of line 07903 438413 is
  • Who else gives the postcode CO1 2TX
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Other names (1)

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

  • Shouksmith Wealth & Financial Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath 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
10052738
Company status
Active
Company type
Private limited company
Incorporated
9 March 2016 (10 years old)
Registered office
9 Wavell Avenue, Colchester, CO2 7HR, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Nigel Geoffrey Shouksmith Director Nov 1965 9 Mar 2016 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£22.7k

−20% from £28.3k

Employees (average)

2

Same as 2

Owed within a year

£5,490

+5.5% from £5,203

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 10052738. 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

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

Key events (4) All events (8)

2024

22 July 2024

  • Became an appointed representative

FCA register

2016

6 April 2016

  • Alison Jane Shouksmith became a part-owner (25–50% of shares)
  • Nigel Geoffrey Shouksmith became a part-owner (25–50% of shares)

Companies House

9 March 2016

  • Incorporated at Companies House

Companies House

In the full report: all 8 events

  • All 8 events in its history (4 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Shouksmith Financial Planning

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

connected firm
1
share its postcode
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
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Firms like Shouksmith Financial Planning

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

In Colchester

Adele Waters Wealth Management LimitedColchesterAppointed representativeAlex Lloyd Wealth Management LtdColchesterAppointed representativeAllen & Company Financial Management LtdColchesterAppointed representativeAndrew DuleyColchesterAppointed representativeAshish PopatColchesterAppointed representativeBarker Mortgage Solutions LimitedColchesterAppointed 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 Shouksmith 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
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 8 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Shouksmith Financial Planning Ltd FCA authorised?
Shouksmith Financial Planning Ltd (FRN 1016304) 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 Shouksmith 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. Shouksmith Financial Planning Ltd (FRN 1016304) is an AR of ValidPath Limited (FRN 197107). When you use Shouksmith Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Shouksmith 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 Shouksmith Financial Planning’s phone number?
The FCA register lists the phone number 07903 438413 for Shouksmith Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Shouksmith Financial Planning a scam or clone?
Shouksmith 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 Shouksmith Financial Planning?
Protection works through ValidPath Limited, the principal firm responsible for Shouksmith Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Shouksmith Financial Planning?
Companies House lists 2 people with significant control of Shouksmith Financial Planning: Mr Nigel Geoffrey Shouksmith (25–50% of shares) and Mrs Alison Jane Shouksmith (25–50% of shares).
Who runs Shouksmith Financial Planning?
Companies House lists one director of Shouksmith Financial Planning: Nigel Geoffrey Shouksmith.
How long has Shouksmith Financial Planning been in business?
The company was formed on 9 March 2016.
What do Shouksmith Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £22.7k (−20% from £28.3k).
Does Shouksmith Financial Planning use any other names?
It trades as Shouksmith Wealth & Financial.

Sources and links

The full report on Shouksmith Financial Planning Ltd

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