Woodwards Financial Planning Limited

Reference number: 628562

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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.

  • No website on the FCA register

  • Phone number

    0114 287 9780

  • Address

    10 Duckham Drive, Aston, Sheffield, South Yorkshire, S26 2DZ, United Kingdom

In the full report: 2 background checks

  • What kind of line 0114 287 9780 is
  • Who else gives the postcode S26 2DZ
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Other names (2)

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

  • WFPL Former trading name: A name it used to trade under.
  • www.jonathanwoodwards.co.uk Former trading name: A name it used to trade under.

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.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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
  • Credit Broking
  • Debt-counselling
  • 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 status
Active
Company type
Private limited company
Incorporated
14 March 2012 (14 years old)
Registered office
10 Duckham Drive, Aston, Sheffield, S26 2DZ
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Elizabeth Jayne King Director Dec 1980 14 Mar 2012 None
Jonathan Lee Woodwards Director Mar 1973 14 Mar 2012 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Net assets

£846k

+5.4% from £803k

Cash at bank

£15.1k

+200% from £5,027

Employees (average)

2

Same as 2

Owed within a year

£214k

Up £210k from £3,401

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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.

Accounts filed at Companies House for company 07990584. 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

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

2016

6 April 2016

  • Jonathan Lee Woodwards took control (75–100% of shares)

Companies House

2014

3 November 2014

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2012

14 March 2012

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms like Woodwards Financial Planning

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

In Sheffield

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 Woodwards 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
  • 6 years of accounts, charted
  • All 13 events in its history

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Frequently asked questions about this firm

Is Woodwards Financial Planning Limited FCA authorised?
Yes, Woodwards Financial Planning Limited (FRN 628562) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Woodwards Financial Planning’s phone number?
The FCA register lists the phone number 0114 287 9780 for Woodwards Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Woodwards Financial Planning a scam or clone?
Woodwards 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 Woodwards Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Woodwards Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Woodwards Financial Planning?
Companies House lists one person with significant control of Woodwards Financial Planning: Mr Jonathan Lee Woodwards (75–100% of shares).
Who runs Woodwards Financial Planning?
Companies House lists 2 directors of Woodwards Financial Planning: Elizabeth Jayne King and Jonathan Lee Woodwards.
How long has Woodwards Financial Planning been in business?
The company was formed on 14 March 2012, and has held its current FCA authorisation since November 2014.
What do Woodwards Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £846k (+5.4% from £803k) and cash at bank of £15.1k (+200% from £5,027).
Does Woodwards Financial Planning use any other names?
It has previously used 2 other names: WFPL and www.jonathanwoodwards.co.uk.

Sources and links

The full report on Woodwards Financial Planning Limited

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