Tim Walkden Financial Planning Ltd

Reference number: 939020

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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

M&G ADVICE PARTNERS LIMITED Reference number: 584256 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.
  • Tim Walkden Financial Planning Ltd (FRN 939020) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Tim Walkden Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Tim Walkden 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.

In the full report: 3 background checks

  • When mandgwealth.com first appeared online, and whether it can receive email
  • What kind of line 07887 825628 is
  • Who else gives the postcode YO23 3RW
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through M&g Advice Partners 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
12970192
Company status
Active
Company type
Private limited company
Incorporated
23 October 2020 (6 years old)
Registered office
2 Croft Farm Close, Copmanthorpe, York, YO23 3RW, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Timothy David Walkden Director Sep 1969 23 Oct 2020 None
Joanne Elizabeth Walkden Director Jul 1970 28 Oct 2020 None

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 2025Micro-entity accountsNot audited

Net assets

£14.2k

−14% from £16.5k

Employees (average)

2

Same as 2

Owed within a year

£22.5k

+27% from £17.7k

The accounts for the year to 31 March 2025 do not tag turnover in a form that can be read automatically, so it is not shown. The last tagged figure is £145k, for the year to 31 March 2023.

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 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 12970192. 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

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

2020

20 November 2020

  • Became an appointed representative

FCA register

28 October 2020

  • Joanne Elizabeth Walkden appointed as a director

Companies House

23 October 2020

  • Incorporated at Companies House
  • Joanne Elizabeth Walkden became a part-owner (25–50% of shares)
  • Timothy David Walkden became the majority owner (50–75% of shares)
  • Timothy David Walkden appointed as a director

Companies House

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

Firms like Tim Walkden Financial Planning

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

In York

Capin Partners LLPYorkAppointed representativeCherry Tree Financial LTDYorkAppointed representativeCMM Wealth Management LtdYorkAppointed representativeCrossfield Financial PlanningYorkAppointed representativeFewell Wealth Management LimitedYorkAppointed representativeFortus Wealth Management LimitedYorkAppointed 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 Tim Walkden 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
  • 4 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is Tim Walkden Financial Planning Ltd FCA authorised?
Tim Walkden Financial Planning Ltd (FRN 939020) 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 Tim Walkden 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. Tim Walkden Financial Planning Ltd (FRN 939020) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Tim Walkden Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Tim Walkden 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 Tim Walkden Financial Planning’s phone number and website?
The FCA register lists the phone number 07887 825628 and the website mandgwealth.com/timwalkdenfinancialplanning for Tim Walkden Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Tim Walkden Financial Planning a scam or clone?
Tim Walkden 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 Tim Walkden Financial Planning?
Protection works through M&g Advice Partners Limited, the principal firm responsible for Tim Walkden Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Tim Walkden Financial Planning?
Companies House lists 2 people with significant control of Tim Walkden Financial Planning: Mr Timothy David Walkden (50–75% of shares) and Mrs Joanne Elizabeth Walkden (25–50% of shares).
Who runs Tim Walkden Financial Planning?
Companies House lists 2 directors of Tim Walkden Financial Planning: Timothy David Walkden and Joanne Elizabeth Walkden.
How long has Tim Walkden Financial Planning been in business?
The company was formed on 23 October 2020.
What do Tim Walkden Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £14.2k (−14% from £16.5k).

Sources and links

The full report on Tim Walkden Financial Planning Ltd

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