Worth Financial Planning Limited

Reference number: 1041092

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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.
  • Worth Financial Planning Limited (FRN 1041092) is an AR of ValidPath Limited (FRN 197107). When you use Worth Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Worth 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

    07539 775088

  • Address

    Ben Knowle, Worth, Wookey, Wells, Somerset, BA5 1LW, United Kingdom

In the full report: 2 background checks

  • What kind of line 07539 775088 is
  • Who else gives the postcode BA5 1LW
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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
16616295
Company status
Active
Company type
Private limited company
Incorporated
30 July 2025 (1 year old)
Registered office
Ben Knowle, Worth, Wells, Somerset, BA5 1LW, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Jonathan Jeffs Director Jul 1980 30 Jul 2025 1 other company

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
still active
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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Key dates in its history

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

2025

25 September 2025

  • Became an appointed representative

FCA register

30 July 2025

  • Incorporated at Companies House
  • Mark Jonathan Jeffs took control (75–100% of shares)
  • Mark Jonathan Jeffs appointed as a director

Companies House

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

Firms like Worth Financial Planning

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

In Wells

Benjamin WarrenWellsAppointed representativeChalmers HB LimitedWellsAppointed representativeGardiner Page & Roe Personal & Corporate Financial PlanningWellsAppointed representativeMendip Wealth Management LtdWellsAppointed representativeRoderick Thomas LimitedWellsAppointed representativeQED Wealth Management LtdWellsAuthorised

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 Worth 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
  • 2 background checks on its contact details
  • All 4 events in its history

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Frequently asked questions about this firm

Is Worth Financial Planning Limited FCA authorised?
Worth Financial Planning Limited (FRN 1041092) 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 Worth 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. Worth Financial Planning Limited (FRN 1041092) is an AR of ValidPath Limited (FRN 197107). When you use Worth Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Worth 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 Worth Financial Planning’s phone number?
The FCA register lists the phone number 07539 775088 for Worth Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Worth Financial Planning a scam or clone?
Worth 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 Worth Financial Planning?
Protection works through ValidPath Limited, the principal firm responsible for Worth Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Worth Financial Planning?
Companies House lists one person with significant control of Worth Financial Planning: Mr Mark Jonathan Jeffs (75–100% of shares).
Who runs Worth Financial Planning?
Companies House lists one director of Worth Financial Planning: Mark Jonathan Jeffs.
How long has Worth Financial Planning been in business?
The company was formed on 30 July 2025.

Sources and links

The full report on Worth Financial Planning Limited

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