Wessex Financial Planning Limited

Reference number: 430299

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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.

In the full report: 3 background checks

  • When wessexfinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 01747 828264 is
  • Who else gives the postcode SP7 9DD
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 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
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • 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
05206246
Company status
Active
Company type
Private limited company
Incorporated
16 August 2004 (22 years old)
Registered office
32 The Square, Gillingham, SP8 4AR
Nature of business
  • Other professional, scientific and technical activities not elsewhere classified (SIC 74909)

Directors and company secretaries

Name Role Born Appointed Other companies
Ilan Marcus Eardley Director Apr 1966 16 Aug 2004 1 other company
Jennifer Eardley Secretary Not published 16 Aug 2004 –

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 company
1
closed down
1

In the full report: all 1 company, 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
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Filed accounts and finances

Year to 31 August 2026Micro-entity accountsNot audited

Total equity

£746k

+11% from £675k

Employees (average)

2

Same as 2

Owed within a year

£79.8k

+10% from £72.5k

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
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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 05206246. 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

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

Key events (6) All events (10)

2021

21 September 2021

  • Jennifer Eardley became a part-owner (25–50% of shares)

Companies House

2016

30 June 2016

  • Ilan Marcus Eardley became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

1 June 2005

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2004

16 August 2004

  • 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
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Firms like Wessex Financial Planning

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

In Shaftesbury

3-S Financial ManagementShaftesburyAuthorisedWessex Investment Management LimitedShaftesburyAuthorisedBloomfield & Associates LimitedShaftesburyAppointed representativePeter Harding Practice LtdShaftesburyAppointed 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 Wessex Financial Planning

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is Wessex Financial Planning Limited FCA authorised?
Yes, Wessex Financial Planning Limited (FRN 430299) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Wessex Financial Planning’s phone number and website?
The FCA register lists the phone number 01747 828264 and the website wessexfinancial.co.uk for Wessex Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Wessex Financial Planning a scam or clone?
Wessex 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 Wessex Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Wessex Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Wessex Financial Planning?
Companies House lists 2 people with significant control of Wessex Financial Planning: Mr Ilan Marcus Eardley (50–75% of shares) and Mrs Jennifer Eardley (25–50% of shares).
Who runs Wessex Financial Planning?
Companies House lists one director of Wessex Financial Planning: Ilan Marcus Eardley.
How long has Wessex Financial Planning been in business?
The company was formed on 16 August 2004, and has held its current FCA authorisation since June 2005.
What do Wessex Financial Planning’s latest accounts show?
Its latest accounts, to 31 August 2026, show total equity of £746k (+11% from £675k).

Sources and links

The full report on Wessex Financial Planning Limited

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