Trillium Financial Planning Ltd.

Reference number: 196304

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Authorisation being cancelled

This firm has asked the FCA to cancel its authorisation. It is still in force until the FCA processes the application, so existing business keeps its protection, but its regulated work is winding down.

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 trilliumfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01603 268080 is, and the 7 other firms that give it
  • Who else gives the postcode NR6 6BF
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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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (9 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Restriction on activities relating to Non-Standard Assets
    Trillium Financial Planning Ltd (“the Firm”) applies under section 55(L)(5)(a) of the Financial Services and Markets Act 2000 (FSMA) for the Financial Conduct Authority (FCA) to impose the following requirements (Requirements) on the Part 4A permission of the Firm as set out in the terms below. Requirement 1 1. The firm must not, without the prior written consent of the Authority, carry on any activities relating to non-standard assets (other than VCTs, EISs and ITSs). Definitions “the firm” refers to Trillium Financial Planning Ltd “FCA” refers to the Financial Conduct Authority “Non-Standard Asset” means an asset that does not meet the FCA definition of “Standard Asset”. A “Standard Asset” is one that is capable of being accurately and fairly valued on an ongoing basis and readily realisable within 30 days, whenever required. Valuations should be undertaken in accordance with the generally accepted standards used in the relevant sector of the asset. “VCT” refers to a company which is, or which is seeking to become, approved as a venture capital trust under section 842AA of the Income and Corporation Taxes Act 1988. “EIS” refers to an arrangement, specified in paragraph 2 of the Schedule to the Financial Services and Markets Act 2000 (Collective Investment Schemes) Order 2001 (SI 2001/1062), which is in summary: an arrangement in relation to EIS shares that would have been a collective investment scheme if the scheme arrangements had not provided that: (a) the operator will, so far as practicable, make investments which, subject to each participant's individual circumstances, qualify for relief under Chapter III of Part VII of the Income and Corporation Taxes Act 1988; and (b) the minimum subscription to the arrangements by each participant must be not less than £2,000. “ITS” refers to an Inheritance Tax Scheme which qualifies for Business Relief under the Finance Act 1976. These Requirements shall take immediate effect upon acceptance by the Authority and written communication by the Authority of its acceptance of the Requirements to the firm and remain in force unless and until varied or cancelled by the Authority (either on the application of Trillium Financial Planning Ltd or of the Authority’s own volition).

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
04158423
Company status
Active
Company type
Private limited company
Incorporated
12 February 2001 (25 years old)
Registered office
7a Alkmaar Way, Norwich, NR6 6BF, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Jason Richard Howard Director Aug 1970 31 Oct 2022 38 other companies
Antony Peter Howard Director Jul 1972 31 Oct 2022 3 other companies

Other companies run by these 2 directors

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
39
closed down
5
are FCA-registered
10

In the full report: all 39 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 10 on the FCA register
  • The 2 companies these 2 directors run together
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 August 2025Full accountsNot audited

Total equity

£51.6k

No earlier figure to compare

Cash at bank

£12.0k

−55% from £26.5k

Employees (average)

0

Same as 0

Owed within a year

£37.1k

−9.5% from £41.0k

Assets and liabilities

In the full report: all 7 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 04158423. 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

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

Key events (10) All events (19)

2022

2 November 2022

  • FCA imposed a requirement (Restriction on activities relating to Non-Standard Assets)

FCA register

31 October 2022

  • Board replaced: its only director left and 2 new directors took over
  • David Adrian Taylor stopped being a part-owner
  • Insight Financial Associates Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • David Adrian Taylor became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Applied to cancel its FCA authorisation

FCA register

30 July 2001

  • Regulated by the Personal Investment Authority from this date

FCA register

12 February 2001

  • Incorporated at Companies House

Companies House

In the full report: all 19 events

  • All 19 events in its history (10 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Trillium Financial Planning

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

connected firms
8
share a director
8
share its phone number
7

In the full report: all 8 connected firms, named

  • How each is linked: shared directors (8), the same phone number (7), the same postcode (8)
  • Who links each one: the named directors, with dates
  • 2 past links through former directors
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Firms like Trillium Financial Planning

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

In Norwich

Alan Boswell & Company LimitedNorwichAuthorisedAcorn Wealth Management Group LimitedNorwichAuthorisedADMS Asset Management LimitedNorwichAuthorisedBroadland Consultants LtdNorwichAuthorisedBuxton Beresford Financial Planning LtdNorwichAuthorisedCapital Tower LimitedNorwichAuthorised

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 Trillium Financial Planning

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

  • 39 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 19 events in its history
  • 8 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Trillium Financial Planning Ltd. FCA authorised?
Trillium Financial Planning Ltd. (FRN 196304) is on the FCA register, but its authorisation is changing (authorisation being cancelled). Check the register before dealing with it.
What is Trillium Financial Planning’s phone number and website?
The FCA register lists the phone number 01603 268080 and the website trilliumfp.co.uk for Trillium 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 7 other FCA firms.
Is Trillium Financial Planning a scam or clone?
Trillium 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 Trillium Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Trillium Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Trillium Financial Planning?
Trillium Financial Planning is owned by Insight Financial Associates Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 31 October 2022. Before that, it was controlled by Mr David Adrian Taylor.
Who runs Trillium Financial Planning?
Companies House lists 2 directors of Trillium Financial Planning: Jason Richard Howard and Antony Peter Howard.
How long has Trillium Financial Planning been in business?
The company was formed on 12 February 2001.
What do Trillium Financial Planning’s latest accounts show?
Its latest accounts, to 31 August 2025, show total equity of £51.6k (no earlier figure to compare) and cash at bank of £12.0k (−55% from £26.5k).

Sources and links

The full report on Trillium Financial Planning Ltd.

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