Verdant Financial Planning Limited
Reference number: 928401
Instant download
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.
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Phone number
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Address
24 Lorne Street, Reading, Berkshire, RG1 7YN, United Kingdom
In the full report: 3 background checks
- When verdantfp.co.uk first appeared online, and whether it can receive email
- What kind of line 07908 704804 is
- Who else gives the postcode RG1 7YN
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou 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 Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Debt-counselling
- 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
- 12638819 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 2 June 2020 (6 years old)
- Registered office
- 10 Beech Court Wokingham Road, Hurst, Berkshire, RG10 0RQ, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| James Ian Monger | Director | Jul 1973 | 2 Jun 2020 | None |
| Douglas Scott Pike | Director | May 1963 | 9 Feb 2021 | None |
| Jon Driscoll | Director | Jul 1977 | 16 Jun 2021 | None |
| Thomas William Richard Beal | Director | Apr 1987 | 1 Jul 2021 | None |
| David Mullen | Director | Mar 1970 | 8 Sep 2021 | None |
| Helen Mccormick | Director | Jan 1976 | 22 Aug 2022 | None |
In the full report: every company its directors have run
- Confirmation that these 6 directors run no other company
Filed accounts and finances
Total equity
£870k
+41% from £616k
Cash at bank
£1.12m
+25% from £903k
Employees (average)
16
+14% from 14
Owed within a year
£276k
−15% from £325k
Assets and liabilities
In the full report: all 4 years of accounts
- Every year from 2021 to 2025
- 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.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 12638819. 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
Verdant Financial Planning’s history from the FCA register and Companies House, newest first.
2021
14 September 2021
- James Ian Monger stopped being a part-owner
Companies House
2020
1 December 2020
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2 June 2020
- Incorporated at Companies House
- James Ian Monger became a part-owner (25–50% of shares)
Companies House
In the full report: all 13 events
- All 13 events in its history (5 shown here)
- Every director appointment and resignation: 6
Firms like Verdant Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Reading
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 Verdant 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 13 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
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk