Stepping Stones Financial Planning LLP
Reference number: 799041
Instant download
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.
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Phone number
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Address
Office 7a, Desford Hall, Leicester Lane, Desford, Leicester, LE9 9JJ, United Kingdom
In the full report: 3 background checks
- When steppingfp.co.uk first appeared online, and whether it can receive email
- What kind of line 0116 478 1218 is, and the other firm that gives it
- Who else gives the postcode LE9 9JJ
Warning
Scammers have impersonated this firm
Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.
Fake phone numbers (1)
- 0330 122 2046
Fake websites (1)
- debthelplines.co.uk
The FCA warning these came from
- www.debthelplines.co.uk 22 February 2023
Scammers change these details often. Always check the live FCA warning.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (10 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- 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.
The clone warnings above are scammers using this firm's name, not something the firm has done.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- OC392785 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 23 April 2014 (12 years old)
- Registered office
- Office 7a Desford Hall, Leicester Lane, Desford, Leicester, LE9 9JJ, England
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Paul James Hart | LLP designated member | Aug 1975 | 23 Apr 2014 | None |
| Tamara Louise Hart | LLP designated member | Apr 1976 | 16 May 2014 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
- All 3 people who have been directors, with their dates
Filed accounts and finances
Net assets
£19.5k
−28% from £27.0k
Cash at bank
£23.5k
−50% from £46.7k
Employees (average)
6
Same as 6
Owed within a year
£14.2k
+4.6% from £13.6k
Assets and liabilities
In the full report: all 4 years of accounts
- Every year from 2022 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 OC392785. 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
Stepping Stones Financial Planning’s history from the FCA register and Companies House, newest first.
2023
22 February 2023
- FCA warned the public about a scam impersonating this firm
FCA warning list
2018
26 June 2018
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2017
6 April 2017
- Paul James Hart gained significant control
- Tamara Louise Hart gained significant control
Companies House
2014
23 April 2014
- Incorporated at Companies House
Companies House
In the full report: all 11 events
- All 11 events in its history (6 shown here)
- Every director appointment and resignation: 4
Firms connected to Stepping Stones Financial Planning
Other FCA-listed firms that share a director, phone number or address with Stepping Stones Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- no longer authorised
- 1
- share its phone number
- 1
In the full report: all 4 connected firms, named
- How each is linked: the same phone number (1), the same postcode (4)
- Who links each one: the named directors, with dates
Firms like Stepping Stones Financial Planning
Other firms of the same type (mortgage adviser or broker), nearest first.
In Leicester
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 Stepping Stones 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
- 3 background checks on its contact details
- 4 years of accounts, charted
- All 11 events in its history
- 4 connected firms, named, and who links them
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Frequently asked questions about this firm
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Who runs Stepping Stones Financial Planning?
How long has Stepping Stones Financial Planning been in business?
What do Stepping Stones Financial Planning’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- FCA warning: www.debthelplines.co.uk fca.org.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk