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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No website on the FCA register
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Phone number
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Address
4 Redwood Avenue, Milton Of Leys, Inverness, Inverness-Shire, IV2 6HA, United Kingdom
In the full report: 2 background checks
- What kind of line 01463 772149 is
- Who else gives the postcode IV2 6HA
Other names (1)
If you were contacted under any of these names, it is this firm.
- W.G. Stewart Financial Planning Limited Former name: A name it was registered under before.
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.
- 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 P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- 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
- SC395714 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 17 March 2011 (15 years old)
- Registered office
- Matches the FCA register address ✓
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
- Activities of insurance agents and brokers (SIC 66220)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| William Grant Stewart | Director | Dec 1962 | 17 Mar 2011 | None |
| Gaile Stewart | Secretary | Not published | 22 Sep 2021 | – |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Net assets
£80.0k
+18% from £67.6k
Cash at bank
£563
−83% from £3,329
Owed within a year
£4,295
−65% from £12.2k
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 SC395714. 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
W. G. Stewart Financial Planning’s history from the FCA register and Companies House, newest first.
2020
1 July 2020
- Changed its registered name from "W.G. Stewart Financial Planning Limited"
FCA register
2016
6 April 2016
- William Grant Stewart took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2011
1 July 2011
- Became authorised by the FCA
FCA register
19 May 2011
- Regulated by the Financial Services Authority from this date
FCA register
17 March 2011
- Incorporated at Companies House
Companies House
In the full report: all 10 events
- All 10 events in its history (6 shown here)
- Every director appointment and resignation: 1
Firms connected to W. G. Stewart Financial Planning
Other FCA-listed firms that share a director, phone number or address with W. G. Stewart Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like W. G. Stewart Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Inverness
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 W. G. Stewart 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
- 2 background checks on its contact details
- 7 years of accounts, charted
- All 10 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Who runs W. G. Stewart Financial Planning?
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What do W. G. Stewart Financial Planning’s latest accounts show?
Does W. G. Stewart Financial Planning use any other names?
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