Strategic Wealth and Financial Planning Ltd

Reference number: 603706

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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

Vision Independent Financial Planning Ltd Reference number: 487395 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.
  • Strategic Wealth and Financial Planning Ltd (FRN 603706) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use Strategic Wealth and Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Strategic Wealth and 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

  • No phone number on the FCA register

  • Address

    37 Upcott Valley, Okehampton, Devon, EX20 1UX, United Kingdom

In the full report: 1 background check

  • Who else gives the postcode EX20 1UX
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Other names (1)

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

  • Stategic Wealth and Financial Planning Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Vision Independent Financial Planning Ltd, 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
08511549
Company status
Active
Company type
Private limited company
Incorporated
30 April 2013 (13 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Russell Metherell Director Dec 1970 30 Apr 2013 None
Abigail Jane Metherell Director Apr 1977 6 May 2022 None
Abigail Jane Metherell Secretary Not published 30 Apr 2013 –

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Total equity

£119k

−12% from £134k

Cash at bank

£88.1k

−1.4% from £89.4k

Owed within a year

£28.7k

−15% from £33.6k

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.

Accounts filed at Companies House for company 08511549. 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

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

2022

6 May 2022

  • Abigail Jane Metherell appointed as a director

Companies House

2016

6 April 2016

  • Abigail Jane Metherell became a part-owner (25–50% of shares)
  • Russell Metherell became a part-owner (25–50% of shares)

Companies House

2013

6 August 2013

  • Changed its registered name from "Stategic Wealth and Financial Planning Ltd"

FCA register

4 July 2013

  • Became an appointed representative

FCA register

30 April 2013

  • Incorporated at Companies House
  • Russell Metherell appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Strategic Wealth and Financial Planning

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

In Okehampton

KD Financial LLPOkehamptonAppointed representativeMoor Independent Financial Advisers LimitedOkehamptonAppointed representativeDavidsons Independent Financial Advisers LimitedOkehamptonAuthorised

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 Strategic Wealth and 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
  • 1 background check on its contact details
  • 6 years of accounts, charted
  • All 7 events in its history

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Frequently asked questions about this firm

Is Strategic Wealth and Financial Planning Ltd FCA authorised?
Strategic Wealth and Financial Planning Ltd (FRN 603706) 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 Strategic Wealth and 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. Strategic Wealth and Financial Planning Ltd (FRN 603706) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use Strategic Wealth and Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Strategic Wealth and 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.
Is Strategic Wealth and Financial Planning a scam or clone?
Strategic Wealth and 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 Strategic Wealth and Financial Planning?
Protection works through Vision Independent Financial Planning Ltd, the principal firm responsible for Strategic Wealth and Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Strategic Wealth and Financial Planning?
Companies House lists 2 people with significant control of Strategic Wealth and Financial Planning: Mrs Abigail Jane Metherell (25–50% of shares) and Mr Russell Metherell (25–50% of shares).
Who runs Strategic Wealth and Financial Planning?
Companies House lists 2 directors of Strategic Wealth and Financial Planning: Russell Metherell and Abigail Jane Metherell.
How long has Strategic Wealth and Financial Planning been in business?
The company was formed on 30 April 2013.
What do Strategic Wealth and Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2025, show total equity of £119k (−12% from £134k) and cash at bank of £88.1k (−1.4% from £89.4k).
Does Strategic Wealth and Financial Planning use any other names?
It has previously used the name Stategic Wealth and Financial Planning Ltd.

Sources and links

The full report on Strategic Wealth and Financial Planning Ltd

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