Zozma Ltd

Reference number: 938269

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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, 1 thing worth a closer look

  • When plan100.co.uk first appeared online, and whether it can receive email
  • What kind of line 01435 898004 is
  • Who else gives the postcode TN21 0QH
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Other names (1)

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

  • Plan 100 Trading name

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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Requirement not to employ co-partners of Zozma Limited
    Zozma Limited will not, without the FCA’s previous written consent, employ, engage the services of, accept equity or debt investment from, or enter into any commercial agreement with, legal or natural persons who were Partners of Tucana Financial Planning LLP (FRN 593673), or are controlled by or act on behalf of those partners. This Schedule does not apply to the following partners of Tucana Financial Planning LLP (FRN 593673), who are founding members of Zozma Limited. 1. Alexandra Jane Baron

FCA disciplinary action

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
08089854
Company status
Active
Company type
Private limited company
Incorporated
31 May 2012 (14 years old)
Registered office
Cherry Trees Back Lane, Cross In Hand, Heathfield, East Sussex, TN21 0QH
Nature of business
  • Other service activities not elsewhere classified (SIC 96090)

Directors and company secretaries

Name Role Born Appointed Other companies
Alexandra Jane Baron Director Aug 1966 31 May 2012 2 other companies
Lance Forbes Baron Director Jan 1966 31 May 2012 4 other companies
Alexandra Jane Baron Secretary Not published 31 May 2012 –

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 companies
4
closed down
2
is FCA-registered
1

In the full report: all 4 companies, 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 one on the FCA register
  • The 2 companies these 2 directors run together
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Filed accounts and finances

Year to 30 April 2026Small company accountsNot audited

Net assets

£197k

+8.4% from £181k

Cash at bank

£244k

+13% from £217k

Employees (average)

4

Same as 4

Owed within a year

£114k

+7.1% from £107k

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 08089854. 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

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

Key events (7) All events (14)

2021

4 October 2021

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Requirement not to employ co-partners of Zozma Limited)
  • FCA imposed a requirement (Requirement to abide by Deed Poll and Declaration)
  • Became authorised by the FCA

FCA register

2016

6 April 2016

  • Alexandra Jane Baron became a part-owner (25–50% of shares)
  • Lance Forbes Baron became a part-owner (25–50% of shares)

Companies House

2012

31 May 2012

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (7 shown here)
  • Every director appointment and resignation: 2
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Firms connected to Zozma

Other FCA-listed firms that share a director, phone number or address with Zozma. 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 Zozma

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

In Heathfield

Focused Financial ServicesHeathfieldAuthorisedSandycross Wealth Management LLPHeathfieldAuthorisedConrad Bose Wealth Management LtdHeathfieldAppointed representativeTrevor ColleyHeathfieldAppointed 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 Zozma

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

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is Zozma Ltd FCA authorised?
Yes, Zozma Ltd (FRN 938269) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2021 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Zozma’s phone number and website?
The FCA register lists the phone number 01435 898004 and the website plan100.co.uk for Zozma. If you were given different contact details, use these to check with the firm before going any further.
Is Zozma a scam or clone?
Zozma 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 Zozma?
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 Zozma to the Financial Ombudsman Service, free of charge.
Who owns Zozma?
Companies House lists 2 people with significant control of Zozma: Mr Lance Forbes Baron (25–50% of shares) and Mrs Alexandra Jane Baron (25–50% of shares).
Who runs Zozma?
Companies House lists 2 directors of Zozma: Alexandra Jane Baron and Lance Forbes Baron.
How long has Zozma been in business?
The company was formed on 31 May 2012, and has held its current FCA authorisation since October 2021.
What do Zozma’s latest accounts show?
Its latest accounts, to 30 April 2026, show net assets of £197k (+8.4% from £181k) and cash at bank of £244k (+13% from £217k).
Does Zozma use any other names?
It trades as Plan 100.

Sources and links

The full report on Zozma Ltd

£19.99 · Instant PDF download

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