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 15 years
- Protected through the principal
- No FCA actions
- Active company since 2011
- Accounts filed up to 31 March 2026
Responsible principal firm
Vision Independent Financial Planning Ltd Reference number: 487395 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.
- Vision Financial Ltd (FRN 550427) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use Vision Financial's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Vision Financial, 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
The Old Nursery, Back Lane, Bradford on Tone, Taunton, Somerset, TA4 1HH, United Kingdom
In the full report: 2 background checks
- What kind of line 07766 130391 is
- Who else gives the postcode TA4 1HH
Other names (1)
If you were contacted under any of these names, it is this firm.
- SIMON SIDHU WEALTH MANAGEMENT (IFA) LTD Former name: A name it was registered under before.
Warning
Scammers have impersonated this firm
Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.
Fake phone numbers (1)
- 07882 998378
Fake email addresses (1)
- support@financialvizion.com
Fake websites (1)
- financialvizion.com
The FCA warning these came from
Scammers change these details often. Always check the live FCA warning.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Vision Independent Financial Planning Ltd, 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.
The clone warnings above are scammers using this firm's name, not something the firm has done.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company name
- VISION FINANCIAL LIMITED
- Company number
- 07559400 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 10 March 2011 (15 years old)
- Registered office
- Unit C, Corporation Street, Taunton, Somerset, TA1 4AW, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Simon Sidhu | Director | Jul 1979 | 10 Mar 2011 | 2 other companies |
Other companies run by its director
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
- 2
- closed down
- 2
In the full report: all 2 companies, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
Filed accounts and finances
Net assets
£359k
No earlier figure to compare
Cash at bank
£73.7k
No earlier figure to compare
Employees (average)
2
Same as 2
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.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 07559400. 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
Vision Financial’s history from the FCA register and Companies House, newest first.
2022
8 March 2022
- FCA warned the public about a scam impersonating this firm
FCA warning list
2017
1 March 2017
- Simon Sidhu became a part-owner (25–50% of shares)
Companies House
2016
9 February 2016
- Changed its registered name from "SIMON SIDHU WEALTH MANAGEMENT (IFA) LTD"
FCA register
2011
11 May 2011
- Became an appointed representative
FCA register
10 March 2011
- Incorporated at Companies House
- Simon Sidhu appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like Vision Financial
Other firms of the same type (financial adviser), nearest first.
In Taunton
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 Vision Financial
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 2 other companies its directors have run, named
- 2 background checks on its contact details
- 7 years of accounts, charted
- All 6 events in its history
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Frequently asked questions about this firm
Is Vision Financial Ltd FCA authorised?
What does appointed representative mean for Vision Financial?
What is Vision Financial’s phone number?
Is Vision Financial a scam or clone?
Is my money safe with Vision Financial?
Who owns Vision Financial?
Who runs Vision Financial?
How long has Vision Financial been in business?
What do Vision Financial’s latest accounts show?
Does Vision Financial use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- FCA warning: Financial Vision/ Finviz Group - Clone of FCA Authorised firm fca.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk