Yours Financially Ltd: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 16 years
Your funds are protected by FSCS
No FCA actions
Active company since 2003
Accounts filed up to 31 May 2025

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.

Website

yoursfinancially.co.uk (opens in a new tab)
Phone number

023 8090 5825
Address

Rownhams House, Rownhams, Southampton, Hampshire, SO16 8LS, United Kingdom

In the full report: 3 background checks

When yoursfinancially.co.uk first appeared online, and whether it can receive email
What kind of line 023 8090 5825 is
Who else gives the postcode SO16 8LS

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.
Advise on or arrange mortgages · Arrange equity release FSCS may apply
Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
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 (13 permissions)

Advising on a home reversion plan
Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Advising on regulated mortgage contracts
Arranging (bringing about) a home reversion plan
Arranging (bringing about) deals in investments
Arranging (bringing about) regulated mortgage contracts
Credit Broking
Dealing in investments as agent
Making arrangements with a view to a home reversion plan
Making arrangements with a view to regulated mortgage contracts
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: 04773173 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 21 May 2003 (23 years old)
Registered office: Rownhams House Betteridge Drive, Rownhams, Southampton, Hampshire, SO16 8LS, United Kingdom
Nature of business: Life insurance (SIC 65110)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
John Patrick Donaldson	Director	Nov 1958	1 Jun 2003	1 other company
Sheila Caroline Donaldson	Director	Feb 1961	1 Jun 2003	1 other company
Sheila Caroline Donaldson	Secretary	Not published	1 Jun 2003	1 other company

Other companies run by these 2 directors

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
run together: 1

In the full report: all 1 company, named

What each company does, and whether it is still trading
Which of these 2 directors sit on each board, and since when
Any that went into liquidation or administration
The 1 company these 2 directors run together
All 3 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 May 2025Small company accountsNot audited

Net assets

£136k

−14% from £158k

Cash at bank

£132k

−9.1% from £145k

Employees (average)

5

Same as 5

Owed within a year

£12.6k

+68% from £7,495

Net assets

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

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 04773173. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Yours Financially’s history from the FCA register and Companies House, newest first.

Key events (5) All events (11)

2016

6 April 2016

John Patrick Donaldson became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

Regulated by the FCA from this date

FCA register

2010

19 April 2010

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

FCA register

2003

21 May 2003

Incorporated at Companies House

Companies House

In the full report: all 11 events

All 11 events in its history (5 shown here)
Every director appointment and resignation: 2

Firms connected to Yours Financially

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

connected firms: 2
share its postcode: 2

In the full report: all 2 connected firms, named

How each is linked: the same postcode (2)
Who links each one: the named directors, with dates

Firms like Yours Financially

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

In Southampton

ABS Financial Planning LimitedSouthamptonAuthorised Asset Management Financial Advisers LimitedSouthamptonAuthorised Barrie Financial Services LimitedSouthamptonAuthorised Calpe Financial Solutions LimitedSouthamptonAuthorised Darwins IFA LimitedSouthamptonAuthorised Ethical Wealth Planning LtdSouthamptonAuthorised

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 Yours Financially

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
6 years of accounts, charted
All 11 events in its history
2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Yours Financially Ltd FCA authorised?

Yes, Yours Financially Ltd (FRN 507996) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2010 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Yours Financially’s phone number and website?

The FCA register lists the phone number 023 8090 5825 and the website yoursfinancially.co.uk for Yours Financially. If you were given different contact details, use these to check with the firm before going any further.

Is Yours Financially a scam or clone?

Yours Financially 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 Yours Financially?

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 Yours Financially to the Financial Ombudsman Service, free of charge.

Who owns Yours Financially?

Companies House lists one person with significant control of Yours Financially: Mr John Patrick Donaldson (25–50% of shares).

Who runs Yours Financially?

Companies House lists 2 directors of Yours Financially: John Patrick Donaldson and Sheila Caroline Donaldson.

How long has Yours Financially been in business?

The company was formed on 21 May 2003, and has held its current FCA authorisation since April 2010.

What do Yours Financially’s latest accounts show?

Its latest accounts, to 31 May 2025, show net assets of £136k (−14% from £158k) and cash at bank of £132k (−9.1% from £145k).