Silver Birches Financial Planning Ltd
Reference number: 840469
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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.
- Appointed for 7 years
- Protected through the principal
- No FCA actions
- Active company since 2019
- Accounts filed up to 30 April 2026
Responsible principal firm
Quilter Financial Services Limited Reference number: 440703 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.
- Silver Birches Financial Planning Ltd (FRN 840469) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Silver Birches Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Silver Birches 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.
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Phone number
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Address
Willow Barn, Finney Lane, Croston, PR26 9JQ, United Kingdom
In the full report: 3 background checks
- When silverbirchesfp.co.uk first appeared online, and whether it can receive email
- What kind of line 07885 807085 is
- Who else gives the postcode PR26 9JQ
Other names (2)
If you were contacted under any of these names, it is this firm.
- Bolnore Financial Planning Trading name: A name it trades under now.
- SilverGem Financial Planning Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Quilter Financial Services 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, freeYou 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
- 11923932 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 3 April 2019 (7 years old)
- Registered office
- Willow Barn, Finney Lane, Leyland, Lancashire, PR26 9JQ, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Benjamin Edward Williams | Director | Jan 1991 | 24 Apr 2019 | 3 other companies |
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 companies
- 3
- closed down
- 1
- is FCA-registered
- 1
In the full report: all 3 companies, 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
- The one on the FCA register
- All 2 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
£1,480
Up £2,249 from −£769
Employees (average)
0
Same as 0
Owed within a year
£1,374
<1% from £1,373
Total equity
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
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 11923932. 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
Silver Birches Financial Planning’s history from the FCA register and Companies House, newest first.
2025
1 April 2025
- David Mark Williams stopped being a part-owner
Companies House
2021
9 December 2021
- Benjamin Edward Williams became a part-owner (25–50% of shares)
Companies House
2019
17 April 2019
- Became an appointed representative
FCA register
3 April 2019
- Incorporated at Companies House
- David Mark Williams became a part-owner (25–50% of shares)
Companies House
In the full report: all 10 events
- All 10 events in its history (5 shown here)
- Every director appointment and resignation: 3
Firms connected to Silver Birches Financial Planning
Other FCA-listed firms that share a director, phone number or address with Silver Birches Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- past link
- 1
In the full report: all 0 connected firms, named
- 1 past link through former directors
Firms like Silver Birches Financial Planning
Other firms of the same type (financial adviser), nearest first.
In the Preston (PR) postcode area
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 Silver Birches Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 3 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 10 events in its history
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Frequently asked questions about this firm
Is Silver Birches Financial Planning Ltd FCA authorised?
What does appointed representative mean for Silver Birches Financial Planning?
What is Silver Birches Financial Planning’s phone number and website?
Is Silver Birches Financial Planning a scam or clone?
Is my money safe with Silver Birches Financial Planning?
Who owns Silver Birches Financial Planning?
Who runs Silver Birches Financial Planning?
How long has Silver Birches Financial Planning been in business?
What do Silver Birches Financial Planning’s latest accounts show?
Does Silver Birches Financial Planning use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk