Trust Financial Planning Limited
Trust Financial Planning Limited (FRN 407457) was a small independent financial advisory firm based in Leicester, incorporated in December 2001. The firm was founded and directed by Daniel Gerald Scott Brittenden and described itself as a holistic financial planning firm with a focus on responsible engagement, guided by what it called a Christian vision of financial advice.
In addition to providing financial advice, the firm issued its own investment product, referred to as Trust Bonds. These were preference shares in the company itself, sold to clients as an investment. Following voluntary restrictions imposed by the FCA earlier in 2025, Brittenden took advice about the firm’s financial position and concluded that it could not continue. He placed Trust Financial Planning into creditors’ voluntary liquidation on 7 August 2025, with Paul Stanley and Dean Watson of Begbies Traynor appointed as joint liquidators.
The FSCS investigated the firm and declared it in default on 30 April 2026. The FSCS concluded that there may be valid claims against Trust Financial, likely in connection with the Trust Bonds issued to investors. Eligible claimants may seek up to £85,000 in compensation.
Issues / Why You May Have a Claim
Clients who purchased Trust Bonds or preference shares in Trust Financial Planning Limited on the basis of advice from the firm may have been sold a product that was unsuitable for their circumstances. Where an adviser recommends an investment in their own firm without clearly disclosing the conflict of interest and the specific risks involved, clients are often not in a position to make a properly informed decision.
Company background (public record)
The company was incorporated at Companies House on 11 December 2001 under company number 04337762. Its status at Companies House is recorded as liquidation.
Registered office: C/O Begbies Traynor (Central) Llp 340, Deansgate, Manchester, M3 4LY.
Previously named: STONEYGATE 33 LIMITED.
Nature of business (SIC): 64999.
Company timeline (public record)
Key dated events for this firm, drawn from public records. Each entry shows its source.
| Date | Event | Source |
|---|---|---|
| 11 Dec 2001 | Company incorporated | Companies House |
| 11 Dec 2001 | Powrie Appleby (secretaries) Ltd appointed corporate-nominee-secretary | Companies House |
| 11 Dec 2001 | Powrie Appleby Limited appointed corporate-nominee-director | Companies House |
| 17 Dec 2001 | Louise Brittenden appointed secretary | Companies House |
| 17 Dec 2001 | Daniel Gerald Scott Brittenden appointed director | Companies House |
| 17 Dec 2001 | Powrie Appleby (secretaries) Ltd resigned as corporate-nominee-secretary | Companies House |
| 17 Dec 2001 | Louise Brittenden appointed director | Companies House |
| 17 Dec 2001 | Robert Graham Handford appointed director | Companies House |
| 17 Dec 2001 | Tina Diane Handford appointed director | Companies House |
| 17 Dec 2001 | Powrie Appleby Limited resigned as corporate-nominee-director | Companies House |
| 24 Dec 2001 | Company renamed (previously STONEYGATE 33 LIMITED) | Companies House |
| 21 Aug 2002 | Robert Graham Handford resigned as director | Companies House |
| 21 Aug 2002 | Tina Diane Handford resigned as director | Companies House |
| 27 Jul 2004 | Louise Brittenden resigned as director | Companies House |
| 01 Nov 2004 | Daniel Gerald Scott Brittenden approved by the FCA at the firm | FCA Register |
| 12 Aug 2005 | James Owen Batchelor approved by the FCA at the firm | FCA Register |
| 09 Dec 2019 | Rakesh Chandarana approved by the FCA at the firm | FCA Register |
| 15 Dec 2022 | Alan George Hewerdine appointed director | Companies House |
| 15 Dec 2022 | Alan George Hewerdine approved by the FCA at the firm | FCA Register |
| 12 Aug 2024 | James O'Gormley approved by the FCA at the firm | FCA Register |
| 07 Aug 2025 | Company wound up (creditors’ voluntary liquidation) | Companies House |
| 07 Aug 2025 | Insolvency practitioner appointed: Dean Watson | Companies House |
| 07 Aug 2025 | Insolvency practitioner appointed: Paul Stanley | Companies House |
| 14 Aug 2025 | FSCS update: FSCS protection only applies to certain types of activity | FSCS |
| 25 Sep 2025 | FSCS update: FSCS is now open to claims against Trust Financial | FSCS |
| 27 Feb 2026 | FSCS update: We have concluded our investigation into Trust Financial Planning regarding the preference shares and Trust Bonds issued… | FSCS |
| 25 Mar 2026 | FCA status recorded as: No longer authorised | FCA Register |
| 30 Apr 2026 | Declared in default by the FSCS | FSCS |
Who was involved?
The following individuals are listed on public records in connection with the firm. These are matters of public record only and their inclusion does not imply any wrongdoing by any named person.
- Daniel Gerald Scott Brittenden. Listed on the FCA Register as having held CPD20 – Advising or arranging regulated mortgage contracts (from), SMF17 Money Laundering Reporting Officer (MLRO) (09/12/2019 to 01/03/2021), CF30 Customer (01/11/2007 to 08/12/2019), CF11 Money Laundering Reporting (01/11/2004 to 08/12/2019) at the firm.
- Rakesh Chandarana. Listed on the FCA Register as having held [FCA CF] Functions requiring qualifications (09/12/2019 to 08/11/2024) at the firm.
- Alan George Hewerdine. Listed on the FCA Register as having held Director of firm who is not a certification employee or a SMF manager (15/12/2022 to 25/03/2026) at the firm.
- James O'Gormley. Listed on the FCA Register as having held [FCA CF] Functions requiring qualifications (12/08/2024 to 31/01/2025) at the firm.
- James Owen Batchelor. Listed on the FCA Register as having held CF22 Investment Adviser (Trainee) (12/08/2005 to 22/12/2006) at the firm.
- Louise Brittenden. Listed at Companies House as secretary (appointed 2001-12-17).
- Powrie Appleby (secretaries) Ltd. Listed at Companies House as corporate-nominee-secretary (appointed 2001-12-11, resigned 2001-12-17).
- Louise Brittenden. Listed at Companies House as director (appointed 2001-12-17, resigned 2004-07-27).
- Robert Graham Handford. Listed at Companies House as director (appointed 2001-12-17, resigned 2002-08-21).
- Tina Diane Handford. Listed at Companies House as director (appointed 2001-12-17, resigned 2002-08-21).
Review page sources: FCA Register (FRN 407457) · Companies House (04337762) · FSCS. Public records, provided for transparency.
