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 21 years
- Protected through the principal
- No FCA actions
- Active company since 2005
- Accounts filed up to 31 July 2024
Responsible principal firm
The On-Line Partnership Limited Reference number: 192638 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.
- Sovereign Financial Planning Ltd (FRN 433186) is an AR of The On-Line Partnership Limited (FRN 192638). When you use Sovereign Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Sovereign 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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No website on the FCA register
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Phone number
-
Address
22 The Waterfront, Eastbourne, East Sussex, BN23 5UZ, United Kingdom
In the full report: 2 background checks
- What kind of line 01323 479810 is
- Who else gives the postcode BN23 5UZ
FCA permissions and consumer protection
- Protection through the principal firmProtection works through The On-Line Partnership 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
- 05409499 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 31 March 2005 (21 years old)
- Registered office
- 30-32 Gildredge Road, Eastbourne, East Sussex, BN21 4SH
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Clive Peter Norman | Director | Sep 1954 | 31 Mar 2005 | 1 other company |
| Catherine Norman | Director | Dec 1956 | 31 Jul 2007 | 1 other company |
| Clive Peter Norman | Secretary | Not published | 31 Mar 2005 | 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
- still active
- 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
- All 3 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
£143k
No earlier figure to compare
Cash at bank
£114k
No earlier figure to compare
Employees (average)
4
No earlier figure to compare
Owed within a year
£15.1k
No earlier figure to compare
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 05409499. 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
Sovereign Financial Planning’s history from the FCA register and Companies House, newest first.
2017
1 April 2017
- Catherine Norman gained 25–50% of the votes
Companies House
2016
6 April 2016
- Clive Peter Norman gained 25–50% of the votes
Companies House
2005
25 May 2005
- Became an appointed representative
FCA register
31 March 2005
- 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: 4
Firms like Sovereign Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Eastbourne
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 Sovereign 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
- 2 background checks on its contact details
- All 8 events in its history
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Frequently asked questions about this firm
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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