Soderberg & Partners Financial Planning Limited

Reference number: 671601

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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, 1 thing worth a closer look

  • When soderbergpartners-fp.co.uk first appeared online, and whether it can receive email
  • What kind of line 0117 463 5100 is, and the other firm that gives it
  • Who else gives the postcode BS1 6DZ
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Other names (2)

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

  • ABC Financial Planning Limited Former name
  • Robert Sharpley Financial Services Former trading 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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • 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
09442026
Company status
Active
Company type
Private limited company
Incorporated
16 February 2015 (11 years old)
Registered office
One Temple Quay, Temple Back East, Bristol, BS1 6DZ, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Tom Dudley Director Jun 1978 4 Dec 2025 None
Duncan Louis James Mckillop Director Oct 1966 4 Dec 2025 27 other companies
Karl Magnus Wikner Director Sep 1971 4 Dec 2025 2 other companies

Other companies run by these 3 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
29
closed down
2
are FCA-registered
15

In the full report: all 29 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 15 on the FCA register, including 3 no longer authorised
  • All 5 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2024Abridged accountsNot audited

Total equity

−£964

−162% from £1,546

Cash at bank

£22.7k

+51% from £15.0k

Employees (average)

0

−100% from 1

Owed within a year

£23.6k

+75% from £13.5k

Total equity is negative: on its last balance sheet the company owed £964 more than it owned.

Total equity

In the full report: all 6 years of accounts

  • Every year from 2020 to 2024
  • 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 09442026. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (10) All events (21)

2026

30 January 2026

  • Changed its registered name from "ABC Financial Planning Limited"

FCA register

2025

4 December 2025

  • Board replaced: its only director left and 3 new directors took over
  • Moneyweb Limited gave up control

Companies House

2023

8 August 2023

  • Board replaced: its only director left and a new director took over
  • Robert Charles Sharpley gave up control

Companies House

8 July 2023

  • Moneyweb Limited took control (75–100% of shares)

Companies House

2017

10 January 2017

  • Robert Charles Sharpley took control (75–100% of shares)

Companies House

2015

11 May 2015

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

16 February 2015

  • Incorporated at Companies House

Companies House

In the full report: all 21 events

  • All 21 events in its history (10 shown here)
  • Every director appointment and resignation: 7
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Firms connected to Soderberg & Partners Financial Planning

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

connected firms
12
no longer authorised
2
share a director
10

In the full report: all 12 connected firms, named

  • How each is linked: shared directors (10), the same phone number (1), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Soderberg & Partners Financial Planning

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

In Bristol

Hargreaves Lansdown Advisory Services LimitedBristolAuthorised4 Financial Planning LtdBristolAuthorisedAbsolute Wealth Management LtdBristolAuthorisedBowmore Financial Planning LimitedBristolAuthorisedBrighton Williams & PartnersBristolAuthorisedBrunel Independent Financial Planners LimitedBristolAuthorised

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 Soderberg & Partners Financial Planning

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

  • 29 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 21 events in its history
  • 12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Soderberg & Partners Financial Planning Limited FCA authorised?
Yes, Soderberg & Partners Financial Planning Limited (FRN 671601) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2015 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Soderberg & Partners Financial Planning’s phone number and website?
The FCA register lists the phone number 0117 463 5100 and the website soderbergpartners-fp.co.uk for Soderberg & Partners Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Soderberg & Partners Financial Planning a scam or clone?
Soderberg & Partners 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 Soderberg & Partners Financial Planning?
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 Soderberg & Partners Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Soderberg & Partners Financial Planning?
Companies House lists no one with significant control of Soderberg & Partners Financial Planning now. Before that, it was controlled by Mr Robert Charles Sharpley and Moneyweb Limited.
Who runs Soderberg & Partners Financial Planning?
Companies House lists 3 directors of Soderberg & Partners Financial Planning: Tom Dudley, Duncan Louis James McKillop and Karl Magnus Wikner.
How long has Soderberg & Partners Financial Planning been in business?
The company was formed on 16 February 2015, and has held its current FCA authorisation since May 2015.
What do Soderberg & Partners Financial Planning’s latest accounts show?
Its latest accounts, to 31 December 2024, show total equity of −£964 (−162% from £1,546) and cash at bank of £22.7k (+51% from £15.0k).
Does Soderberg & Partners Financial Planning use any other names?
It has previously used 2 other names: ABC Financial Planning Limited and Robert Sharpley Financial Services.

Sources and links

The full report on Soderberg & Partners Financial Planning Limited

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