Taylored Financial Planning Ltd

Reference number: 740030

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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.

In the full report: 3 background checks

  • When tayloredfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01443 561073 is
  • Who else gives the postcode CF37 2BW
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Other names (1)

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

  • R K FINANCIAL SERVICES LTD Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • 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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05387687
Company status
Active
Company type
Private limited company
Incorporated
10 March 2005 (21 years old)
Registered office
17 Gelliwastad Road, Pontypridd, CF37 2BW, Wales
Nature of business
  • Life insurance (SIC 65110)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Taylor Jones Director Mar 1995 29 Nov 2019 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • All 3 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£20.9k

−16% from £24.7k

Employees (average)

2

+100% from 1

Owed within a year

£37.2k

+166% from £14.0k

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 05387687. 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

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

Key events (10) All events (18)

2026

5 January 2026

  • Changed its registered name from "R K FINANCIAL SERVICES LTD"

FCA register

2019

29 November 2019

  • Board replaced: both directors left and a new director took over
  • Kathleen Denise Howells no longer has significant control
  • Robert John Tutton no longer has significant control
  • Taylor Jones took control (75–100% of shares)

Companies House

2017

1 January 2017

  • Kathleen Denise Howells gained significant control
  • Robert John Tutton gained significant control

Companies House

2016

5 September 2016

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2005

10 March 2005

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (10 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Taylored Financial Planning

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

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

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

In Pontypridd

Kingswood Financial AdvisorsPontypriddAuthorisedNucleus Wealth Planning LimitedPontypriddAuthorisedElliott BussPontypriddAppointed representativeIan D Campbell Independent Financial Services LtdPontypriddAppointed representativeOwens Wealth Management LtdPontypriddAppointed 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 Taylored 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
  • 7 years of accounts, charted
  • All 18 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Taylored Financial Planning Ltd FCA authorised?
Yes, Taylored Financial Planning Ltd (FRN 740030) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Taylored Financial Planning’s phone number and website?
The FCA register lists the phone number 01443 561073 and the website tayloredfp.co.uk for Taylored Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Taylored Financial Planning a scam or clone?
Taylored 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 Taylored Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Taylored Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Taylored Financial Planning?
Companies House lists one person with significant control of Taylored Financial Planning: Miss Taylor Jones (75–100% of shares). Before that, it was controlled by Mrs Kathleen Denise Howells and Mr Robert John Tutton.
Who runs Taylored Financial Planning?
Companies House lists one director of Taylored Financial Planning: Taylor Jones.
How long has Taylored Financial Planning been in business?
The company was formed on 10 March 2005, and has held its current FCA authorisation since September 2016.
What do Taylored Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £20.9k (−16% from £24.7k).
Does Taylored Financial Planning use any other names?
It has previously used the name R K FINANCIAL SERVICES LTD.

Sources and links

The full report on Taylored Financial Planning Ltd

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