Steve Thompson Financial Planning Limited

Reference number: 216415

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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.

Responsible principal firm

Openwork Limited Reference number: 408285 Authorised 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.
  • Steve Thompson Financial Planning Limited (FRN 216415) is an AR of Openwork Limited (FRN 408285). When you use Steve Thompson Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Steve Thompson 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.

  • No website on the FCA register

  • Phone number

    01924 826404

  • Address

    Casa, 6 Church Farm Close, Wakefield, West Yorkshire, WF3 3SA, United Kingdom

In the full report: 2 background checks

  • What kind of line 01924 826404 is
  • Who else gives the postcode WF3 3SA
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Other names (2)

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

  • Stephen Christopher Thompson Former name
  • Steve Thompson Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Openwork 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, free
    You 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
08898725
Company status
Active
Company type
Private limited company
Incorporated
17 February 2014 (12 years old)
Registered office
6 Church Farm Close, Lofthouse, Wakefield, West Yorkshire, WF3 3SA
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Sheila Thompson Director Nov 1952 17 Feb 2014 1 other company
Stephen Christopher Thompson Director Apr 1953 17 Feb 2014 1 other company
Victoria Louise Thompson Director Aug 1982 17 Feb 2014 1 other company
Stephen Christopher Thompson Secretary Not published 17 Feb 2014 –

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 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 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 3 directors run together
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Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£49.1k

−13% from £56.2k

Employees (average)

3

+50% from 2

Owed within a year

£47.6k

<1% from £47.6k

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
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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 08898725. 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

Steve Thompson Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (6) All events (9)

2026

16 February 2026

  • Victoria Louise Thompson became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Stephen Christopher Thompson became a part-owner (25–50% of shares)

Companies House

2014

13 March 2014

  • Changed its registered name from "Stephen Christopher Thompson"

FCA register

17 February 2014

  • Incorporated at Companies House

Companies House

2007

30 January 2007

  • Changed its registered name from "Steve Thompson"

FCA register

2002

15 July 2002

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms like Steve Thompson Financial Planning

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

In Wakefield

Andrassy Parkin Financial Planning LtdWakefieldAppointed representativeBbt Consulting LLPWakefieldAppointed representativeCunnington Wealth LtdWakefieldAppointed representativeDavid RollinWakefieldAppointed representativeDream Home Mortgages LimitedWakefieldAppointed representativeGEM Wealth Management LimitedWakefieldAppointed representative

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 Steve Thompson 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
  • 6 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Steve Thompson Financial Planning Limited FCA authorised?
Steve Thompson Financial Planning Limited (FRN 216415) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Steve Thompson Financial Planning?
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. Steve Thompson Financial Planning Limited (FRN 216415) is an AR of Openwork Limited (FRN 408285). When you use Steve Thompson Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Steve Thompson 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.
What is Steve Thompson Financial Planning’s phone number?
The FCA register lists the phone number 01924 826404 for Steve Thompson Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Steve Thompson Financial Planning a scam or clone?
Steve Thompson 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 Steve Thompson Financial Planning?
Protection works through Openwork Limited, the principal firm responsible for Steve Thompson Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Steve Thompson Financial Planning?
Companies House lists 2 people with significant control of Steve Thompson Financial Planning: Miss Victoria Louise Thompson (25–50% of shares) and Mr Stephen Christopher Thompson (25–50% of shares).
Who runs Steve Thompson Financial Planning?
Companies House lists 3 directors of Steve Thompson Financial Planning: Sheila Thompson, Stephen Christopher Thompson and Victoria Louise Thompson.
How long has Steve Thompson Financial Planning been in business?
The company was formed on 17 February 2014.
What do Steve Thompson Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £49.1k (−13% from £56.2k).
Does Steve Thompson Financial Planning use any other names?
It has previously used 2 other names: Stephen Christopher Thompson and Steve Thompson.

Sources and links

The full report on Steve Thompson Financial Planning Limited

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