Streamline Financial Planning Ltd

Reference number: 980675

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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

ValidPath Limited Reference number: 197107 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.
  • Streamline Financial Planning Ltd (FRN 980675) is an AR of ValidPath Limited (FRN 197107). When you use Streamline Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Streamline 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

    029 2049 4495

  • Address

    16 Mount Pleasant Road, Tunbridge Wells, TN1 1QU, United Kingdom

In the full report: 2 background checks

  • What kind of line 029 2049 4495 is, and the other firm that gives it
  • Who else gives the postcode TN1 1QU
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath 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
14231463
Company status
Active
Company type
Private limited company
Incorporated
13 July 2022 (4 years old)
Registered office
16 Mount Pleasant Road, Tunbridge Wells, TN1 1QU, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon Jonathan Alexander Director May 1989 13 Jul 2022 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 July 2025Small company accountsNot audited

Net assets

−£6,974

Up £9,944 from −£16.9k

Cash at bank

£12.0k

+188% from £4,154

Employees (average)

1

Same as 1

Net assets are negative: on its last balance sheet the company owed £6,974 more than it owned.

Assets and liabilities

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 14231463. 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

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

2022

10 August 2022

  • Became an appointed representative

FCA register

13 July 2022

  • Incorporated at Companies House
  • Simon Jonathan Alexander took control (75–100% of shares)
  • Simon Jonathan Alexander appointed as a director

Companies House

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

Firms connected to Streamline Financial Planning

Other FCA-listed firms that share a director, phone number or address with Streamline Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Streamline Financial Planning

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

In the Tonbridge (TN) postcode area

Aaron BlackmanBuxtedAppointed representativeAdam WillingaleTunbridge WellsAppointed representativeAidan FisherWinchelseaAppointed representativeAims Financial LtdAshfordAppointed representativeAlexander Bates Campbell LimitedNutleyAppointed representativeAndrew SalterAppointed 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 Streamline 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
  • 2 background checks on its contact details
  • All 4 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Streamline Financial Planning Ltd FCA authorised?
Streamline Financial Planning Ltd (FRN 980675) 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 Streamline 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. Streamline Financial Planning Ltd (FRN 980675) is an AR of ValidPath Limited (FRN 197107). When you use Streamline Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Streamline 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 Streamline Financial Planning’s phone number?
The FCA register lists the phone number 029 2049 4495 for Streamline Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Streamline Financial Planning a scam or clone?
Streamline 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 Streamline Financial Planning?
Protection works through ValidPath Limited, the principal firm responsible for Streamline Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Streamline Financial Planning?
Companies House lists one person with significant control of Streamline Financial Planning: Mr. Simon Jonathan Alexander (75–100% of shares).
Who runs Streamline Financial Planning?
Companies House lists one director of Streamline Financial Planning: Simon Jonathan Alexander.
How long has Streamline Financial Planning been in business?
The company was formed on 13 July 2022.
What do Streamline Financial Planning’s latest accounts show?
Its latest accounts, to 31 July 2025, show net assets of −£6,974 (up £9,944 from −£16.9k) and cash at bank of £12.0k (+188% from £4,154).

Sources and links

The full report on Streamline Financial Planning Ltd

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