WealthStorey Financial Planning Ltd

Reference number: 1036174

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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.
  • WealthStorey Financial Planning Ltd (FRN 1036174) is an AR of ValidPath Limited (FRN 197107). When you use WealthStorey Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from WealthStorey 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.

  • No website on the FCA register

  • Phone number

    07813 820548

  • Address

    44 Bents Green Road, Sheffield, Sheffield, S11 7RA, United Kingdom

In the full report: 2 background checks

  • What kind of line 07813 820548 is
  • Who else gives the postcode S11 7RA
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Other names (1)

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

  • LifeStorey Financial Planning Trading name

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
16102838
Company status
Active
Company type
Private limited company
Incorporated
26 November 2024 (1 year old)
Registered office
44 Bents Green Road, Sheffield, S11 7RA, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Jennifer O'Brien Director Nov 1977 26 Nov 2024 3 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
3
closed down
2
is FCA-registered
1

In the full report: all 3 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
  • The one on the FCA register
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Filed accounts and finances

Year to 31 July 2026Small company accountsNot audited

Net assets

£41.4k

Up £41.4k from £1

Cash at bank

£58.0k

Up £58.0k from £1

Employees (average)

2

No earlier figure to compare

Owed within a year

£28.4k

No earlier figure to compare

Net assets

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 16102838. 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

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

2025

10 July 2025

  • Became an appointed representative
  • Began trading as "LifeStorey Financial Planning"

FCA register

2024

26 November 2024

  • Incorporated at Companies House
  • Jennifer O'Brien took control (75–100% of shares)
  • Jennifer O'brien appointed as a director

Companies House

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

Firms connected to WealthStorey Financial Planning

Other FCA-listed firms that share a director, phone number or address with WealthStorey Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like WealthStorey Financial Planning

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

In Sheffield

7 Hills Mortgages LimitedSheffieldAppointed representativeA2 Advice LtdSheffieldAppointed representativeAllen, West and Foster Financial Services LtdSheffieldAppointed representativeAndrew LangdaleSheffieldAppointed representativeBeck Financial Planning LtdSheffieldAppointed representativeBig Picture Financial Planning LTDSheffieldAppointed 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 WealthStorey Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 5 events in its history

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Frequently asked questions about this firm

Is WealthStorey Financial Planning Ltd FCA authorised?
WealthStorey Financial Planning Ltd (FRN 1036174) 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 WealthStorey 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. WealthStorey Financial Planning Ltd (FRN 1036174) is an AR of ValidPath Limited (FRN 197107). When you use WealthStorey Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from WealthStorey 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 WealthStorey Financial Planning’s phone number?
The FCA register lists the phone number 07813 820548 for WealthStorey Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is WealthStorey Financial Planning a scam or clone?
WealthStorey 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 WealthStorey Financial Planning?
Protection works through ValidPath Limited, the principal firm responsible for WealthStorey Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns WealthStorey Financial Planning?
Companies House lists one person with significant control of WealthStorey Financial Planning: Ms Jennifer O'Brien (75–100% of shares).
Who runs WealthStorey Financial Planning?
Companies House lists one director of WealthStorey Financial Planning: Jennifer O'Brien.
How long has WealthStorey Financial Planning been in business?
The company was formed on 26 November 2024.
What do WealthStorey Financial Planning’s latest accounts show?
Its latest accounts, to 31 July 2026, show net assets of £41.4k (up £41.4k from £1) and cash at bank of £58.0k (up £58.0k from £1).
Does WealthStorey Financial Planning use any other names?
It trades as LifeStorey Financial Planning.

Sources and links

The full report on WealthStorey Financial Planning Ltd

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