Walmsley Financial Planning Ltd

Reference number: 714205

Instant download

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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Walmsley Financial Planning Ltd (FRN 714205) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Walmsley Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Walmsley 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

  • When walmsleyfinancialplanning.co.uk first appeared online, and whether it can receive email
  • What kind of line 01524 932003 is
  • Who else gives the postcode LA3 2UZ
Instant PDF download
Other names (2)

If you were contacted under any of these names, it is this firm.

  • Peter David Walmsley Former name
  • Peter Walmsley Financial Planning Advice Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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
11731930
Company status
Active
Company type
Private limited company
Incorporated
18 December 2018 (7 years old)
Registered office
9 Penrod Way, Heysham, Morecambe, Lancashire, LA3 2UZ, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Peter David Walmsley Director Dec 1982 18 Dec 2018 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 30 November 2025Micro-entity accountsNot audited

Net assets

£542

Up £433 from £109

Employees (average)

4

Same as 4

Owed within a year

£21.2k

+20% from £17.7k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 11731930. 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

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

Key events (5) All events (8)

2021

5 August 2021

  • Changed its registered name from "Peter Walmsley Financial Planning Advice Ltd"

FCA register

2019

6 September 2019

  • Changed its registered name from "Peter David Walmsley"

FCA register

2018

18 December 2018

  • Incorporated at Companies House
  • Peter David Walmsley became the majority owner (50–75% of shares)

Companies House

2015

18 August 2015

  • Became an appointed representative

FCA register

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 3
Instant PDF download

Firms connected to Walmsley Financial Planning

Other FCA-listed firms that share a director, phone number or address with Walmsley 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
Instant PDF download

Firms like Walmsley Financial Planning

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

In Morecambe

Infinite Financial Planning LtdMorecambeAppointed representativeKieron John BassettMorecambeAuthorisedMWLFS LimitedMorecambeAuthorised

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 Walmsley 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
  • 7 years of accounts, charted
  • All 8 events in its history
  • 1 connected firm, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Walmsley Financial Planning Ltd FCA authorised?
Walmsley Financial Planning Ltd (FRN 714205) 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 Walmsley 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. Walmsley Financial Planning Ltd (FRN 714205) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Walmsley Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Walmsley 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 Walmsley Financial Planning’s phone number and website?
The FCA register lists the phone number 01524 932003 and the website walmsleyfinancialplanning.co.uk for Walmsley Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Walmsley Financial Planning a scam or clone?
Walmsley 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 Walmsley Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Walmsley Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Walmsley Financial Planning?
Companies House lists one person with significant control of Walmsley Financial Planning: Mr Peter David Walmsley (50–75% of shares).
Who runs Walmsley Financial Planning?
Companies House lists one director of Walmsley Financial Planning: Peter David Walmsley.
How long has Walmsley Financial Planning been in business?
The company was formed on 18 December 2018.
What do Walmsley Financial Planning’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £542 (up £433 from £109).
Does Walmsley Financial Planning use any other names?
It has previously used 2 other names: Peter David Walmsley and Peter Walmsley Financial Planning Advice Ltd.

Sources and links

The full report on Walmsley Financial Planning Ltd

£19.99 · Instant PDF download

Loading secure checkout…