Sunrise Financial Ltd

Reference number: 830222

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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

New Leaf Distribution Limited Reference number: 460421 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.
  • Sunrise Financial Ltd (FRN 830222) is an AR of New Leaf Distribution Limited (FRN 460421). When you use Sunrise Financial's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Sunrise Financial, 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

    07899 961800

  • Address

    51 Sunna Gardens, Sunbury-on-Thames, Surrey, TW16 5EE, United Kingdom

In the full report: 2 background checks

  • What kind of line 07899 961800 is
  • Who else gives the postcode TW16 5EE
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Other names (2)

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

  • Sunrise Financial and HR Services Limited Former name
  • Sunrise Financial and HR Services Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through New Leaf Distribution 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
11752148
Company status
Active
Company type
Private limited company
Incorporated
7 January 2019 (7 years old)
Registered office
51 Sunna Gardens, Sunbury-On-Thames, Surrey, TW16 5EE, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon Harris Director Feb 1968 7 Jan 2019 2 other companies
Annemarie Harris Secretary Not published 7 Jan 2019 –

Other companies run by its director

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 companies
2
still active
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 January 2026Micro-entity accountsNot audited

Total equity

£1,770

−39% from £2,889

Employees (average)

3

+50% from 2

Owed within a year

£39.4k

−41% from £67.1k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 11752148. 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

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

2025

13 November 2025

  • Changed its registered name from "Sunrise Financial and HR Services Ltd"

FCA register

2024

26 March 2024

  • Changed its registered name from "Sunrise Financial and HR Services Limited"

FCA register

2019

8 January 2019

  • Became an appointed representative

FCA register

7 January 2019

  • Incorporated at Companies House
  • Simon Harris became the majority owner (50–75% of shares)
  • Simon Harris appointed as a director

Companies House

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

Firms like Sunrise Financial

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

In the Twickenham (TW) postcode area

Amardeep DosanjhAshfordAppointed representativeStarck Uberoi Wealth Ltd.BrentfordAuthorised

Elsewhere in the UK

Financial Service Solutions LtdLondonAppointed representative&together Advisory LimitedCanterburyAppointed representative3Dmt LtdLondonAppointed representativeA New View LtdLondonAppointed 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 Sunrise Financial

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is Sunrise Financial Ltd FCA authorised?
Sunrise Financial Ltd (FRN 830222) 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 Sunrise Financial?
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. Sunrise Financial Ltd (FRN 830222) is an AR of New Leaf Distribution Limited (FRN 460421). When you use Sunrise Financial's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Sunrise Financial, 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 Sunrise Financial’s phone number?
The FCA register lists the phone number 07899 961800 for Sunrise Financial. If you were given different contact details, use these to check with the firm before going any further.
Is Sunrise Financial a scam or clone?
Sunrise Financial 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 Sunrise Financial?
Protection works through New Leaf Distribution Limited, the principal firm responsible for Sunrise Financial's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Sunrise Financial?
Companies House lists one person with significant control of Sunrise Financial: Simon Harris (50–75% of shares).
Who runs Sunrise Financial?
Companies House lists one director of Sunrise Financial: Simon Harris.
How long has Sunrise Financial been in business?
The company was formed on 7 January 2019.
What do Sunrise Financial’s latest accounts show?
Its latest accounts, to 31 January 2026, show total equity of £1,770 (−39% from £2,889).
Does Sunrise Financial use any other names?
It has previously used 2 other names: Sunrise Financial and HR Services Limited and Sunrise Financial and HR Services Ltd.

Sources and links

The full report on Sunrise Financial Ltd

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