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.
- Appointed for 4 years
- Protected through the principal
- No FCA actions
- Active company since 2007
- Accounts filed up to 31 March 2026
Responsible principal firm
Ecclesiastical Planning Services Limited Reference number: 958152 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.
- UGALDE & SON LIMITED (FRN 981396) is an AR of Ecclesiastical Planning Services Limited (FRN 958152). When you use UGALDE & SON's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from UGALDE & SON, 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.
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No website on the FCA register
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Phone number
-
Address
Trelawney House, Heathlands Industrial Estate, Liskeard, Cornwall, PL14 4DH, United Kingdom
In the full report: 2 background checks
- What kind of line 01579 343168 is
- Who else gives the postcode PL14 4DH
Other names (3)
If you were contacted under any of these names, it is this firm.
- Ugalde and Son Trading name: A name it trades under now.
- Ugalde & Son Funeral Directors Trading name: A name it trades under now.
- Ugalde and Son Ltd Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Ecclesiastical Planning Services 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, freeYou 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
- 06270617 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 6 June 2007 (19 years old)
- Registered office
- Trelawney House, Heathlands Road, Liskeard, Cornwall, PL14 4DH, United Kingdom
- Nature of business
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- Funeral and related activities (SIC 96030)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Bryan Trelawney Ugalde | Director | Mar 1967 | 6 Jun 2007 | 1 other company |
| Lilian Ann Ugalde | Director | Jul 1940 | 6 Jun 2007 | None |
| Richard Clyve Ugalde | Director | Apr 1974 | 6 Jun 2007 | None |
| Bryan Trelawney Ugalde | Secretary | Not published | 6 Jun 2007 | 1 other company |
Other companies run by these 3 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 company
- 1
- still active
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£965k
−12% from £1.10m
Cash at bank
£141k
−33% from £210k
Employees (average)
11
+10% from 10
Owed within a year
£141k
−29% from £197k
No turnover or profit for the year to 31 March 2026: the accounts print them but do not tag them. The last tagged figures are £964k turnover and £137k profit, for the year to 31 March 2023.
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
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 06270617. 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
Ugalde & Son’s history from the FCA register and Companies House, newest first.
2026
7 June 2026
- Bryan Trelawney Ugalde gained significant control
- Richard Clyve Ugalde gained significant control
Companies House
2024
26 November 2024
- Changed its registered name from "Ugalde and Son Ltd"
FCA register
2022
22 August 2022
- Became an appointed representative
FCA register
2016
6 April 2016
- Lilian Ann Ugalde took control (75–100% of shares)
Companies House
2007
6 June 2007
- Incorporated at Companies House
Companies House
In the full report: all 14 events
- All 14 events in its history (6 shown here)
- Every director appointment and resignation: 5
Firms like Ugalde & Son
Other firms of the same type (funeral director), nearest first.
In the Plymouth (PL) postcode area
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 Ugalde & Son
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 2 background checks on its contact details
- 7 years of accounts, charted
- All 14 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk