Ulliott Patten Financial Planning Limited

Reference number: 1047987

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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

ValidPath Limited Reference number: 197107 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.
  • Ulliott Patten Financial Planning Limited (FRN 1047987) is an AR of ValidPath Limited (FRN 197107). When you use Ulliott Patten Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Ulliott Patten 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, 1 thing worth a closer look

  • When ulliottpatten.co.uk first appeared online, and whether it can receive email
  • What kind of line 07540 805949 is
  • Who else gives the postcode BN3 5BA
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath 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
16882492
Company status
Active
Company type
Private limited company
Incorporated
1 December 2025 (less than a year old)
Registered office
Amelia House, Crescent Road, Worthing, BN11 1RL, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Brendan Patten Director Sep 1978 1 Dec 2025 None
Patricia Ulliott Director Nov 1987 1 Dec 2025 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Key dates in its history

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

2026

12 January 2026

  • Became an appointed representative

FCA register

2025

1 December 2025

  • Incorporated at Companies House
  • Brendan Patten became a part-owner (25–50% of shares)
  • Patricia Ulliott became a part-owner (25–50% of shares)
  • Brendan Patten appointed as a director
  • Patricia Ulliott appointed as a director

Companies House

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

Firms like Ulliott Patten Financial Planning

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

In Hove

Brighthelm Financial LtdHoveAppointed representativeCandour Financial Planning LimitedHoveAppointed representativeClearsum Accounting LtdHoveAppointed representativeInvestell LtdHoveAppointed representativeJ & S Structured Solutions LimitedHoveAppointed representativeJames Makin Wealth Management LtdHoveAppointed 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 Ulliott Patten 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, 1 flagged
  • All 6 events in its history

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Frequently asked questions about this firm

Is Ulliott Patten Financial Planning Limited FCA authorised?
Ulliott Patten Financial Planning Limited (FRN 1047987) 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 Ulliott Patten 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. Ulliott Patten Financial Planning Limited (FRN 1047987) is an AR of ValidPath Limited (FRN 197107). When you use Ulliott Patten Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Ulliott Patten 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 Ulliott Patten Financial Planning’s phone number and website?
The FCA register lists the phone number 07540 805949 and the website ulliottpatten.co.uk for Ulliott Patten Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Ulliott Patten Financial Planning a scam or clone?
Ulliott Patten 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 Ulliott Patten Financial Planning?
Protection works through ValidPath Limited, the principal firm responsible for Ulliott Patten Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Ulliott Patten Financial Planning?
Companies House lists 2 people with significant control of Ulliott Patten Financial Planning: Mr Brendan Patten (25–50% of shares) and Ms Patricia Ulliott (25–50% of shares).
Who runs Ulliott Patten Financial Planning?
Companies House lists 2 directors of Ulliott Patten Financial Planning: Brendan Patten and Patricia Ulliott.
How long has Ulliott Patten Financial Planning been in business?
The company was formed on 1 December 2025.

Sources and links

The full report on Ulliott Patten Financial Planning Limited

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