Squirrel Financial Advice Limited
Reference number: 943160
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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 5 years
- Protected through the principal
- No FCA actions
- Active company since 2011
- Accounts filed up to 31 March 2025
Responsible principal firm
2 Plan Wealth Management Limited Reference number: 461598 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.
- Squirrel Financial Advice Limited (FRN 943160) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Squirrel Financial Advice's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Squirrel Financial Advice, 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
Harris Bridge Cottage, Harris Bridge, Sibson, Nuneaton, Leicestershire, CV13 6LS, United Kingdom
In the full report: 3 background checks
- When squirrelfin.com first appeared online, and whether it can receive email
- What kind of line 07432 152050 is
- Who else gives the postcode CV13 6LS
FCA permissions and consumer protection
- Protection through the principal firmProtection works through 2 Plan Wealth Management 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
- 07622701 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 5 May 2011 (15 years old)
- Registered office
- Harris Bridge Cottage, Watery Lane, Nr. Sibson, Warwickshire, CV13 6LS
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Ian George Goodship | Director | Nov 1964 | 5 May 2011 | None |
| Gillian Anne Goodship | Secretary | Not published | 5 May 2011 | – |
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
Filed accounts and finances
Net assets
£2,680
+155% from £1,049
Employees (average)
1
Same as 1
Owed within a year
£4,586
+102% from £2,274
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- 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 07622701. 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
Squirrel Financial Advice’s history from the FCA register and Companies House, newest first.
2021
18 January 2021
- Became an appointed representative
FCA register
2020
2 November 2020
- Gillian Anne Goodship stopped being a part-owner
Companies House
2016
6 April 2016
- Gillian Anne Goodship became a part-owner (25–50% of shares)
- Ian George Goodship became the majority owner (50–75% of shares)
Companies House
2011
5 May 2011
- Incorporated at Companies House
Companies House
In the full report: all 8 events
- All 8 events in its history (5 shown here)
- Every director appointment and resignation: 3
Firms like Squirrel Financial Advice
Other firms of the same type (financial adviser), nearest first.
In Nuneaton
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 Squirrel Financial Advice
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
- 3 background checks on its contact details
- 6 years of accounts, charted
- All 8 events in its history
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Frequently asked questions about this firm
Is Squirrel Financial Advice Limited FCA authorised?
What does appointed representative mean for Squirrel Financial Advice?
What is Squirrel Financial Advice’s phone number and website?
Is Squirrel Financial Advice a scam or clone?
Is my money safe with Squirrel Financial Advice?
Who owns Squirrel Financial Advice?
Who runs Squirrel Financial Advice?
How long has Squirrel Financial Advice been in business?
What do Squirrel Financial Advice’s latest accounts show?
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