Achieve Financial Planning Ltd

Reference number: 513673

Instant download

Authorised by the FCA

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

Identity

Check their details

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.

Company details

From the company's Companies House record.

Company number
SC367766
Company status
Active
Company type
Private limited company
Incorporated
30 October 2009 (16 years old)
Registered office
62 Academy Street, Inverness, IV1 1LP, Scotland
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
James Sinclair Director Mar 1969 30 Oct 2009

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.

    Check your FSCS cover →

Show FCA detail (5 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
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is Achieve Financial Planning Ltd FCA authorised?
Yes, Achieve Financial Planning Ltd (FRN 513673) is authorised by the FCA to carry out regulated activities.
Is my money safe with Achieve Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Achieve Financial Planning to the Financial Ombudsman Service, free of charge.
Is Achieve Financial Planning a scam or clone?
Achieve Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Achieve Financial Planning's Firm Reference Number (FRN)?
Achieve Financial Planning's FRN is 513673. You can verify it on the FCA register.