ADLER FINANCIAL PLANNING LIMITED

Reference number: 501854

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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
06848531
Company status
Active
Company type
Private limited company
Incorporated
16 March 2009 (17 years old)
Registered office
Prudent House 50 Yardley Road, Acocks Green, Birmingham, B27 6LG
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Stuart Timothy Burkin Director May 1960 16 Mar 2009
Barrie John Viner Director Oct 1967 16 Mar 2009
Eamonn Sullivan Director Jul 1969 1 Apr 2021

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.

Check your FSCS cover →

Show FCA detail (9 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Not to hold or control client money
    The firm must not hold or control client money

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.

Names it no longer trades under

This firm has retired 2 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Adler Insurance Group
  • Freedom

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Common questions

Frequently asked questions

Is ADLER FINANCIAL PLANNING LIMITED FCA authorised?
Yes, ADLER FINANCIAL PLANNING LIMITED (FRN 501854) is authorised by the FCA to carry out regulated activities.
Is my money safe with ADLER FINANCIAL PLANNING?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about ADLER FINANCIAL PLANNING to the Financial Ombudsman Service, free of charge.
Is ADLER FINANCIAL PLANNING a scam or clone?
ADLER 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 ADLER FINANCIAL PLANNING's Firm Reference Number (FRN)?
ADLER FINANCIAL PLANNING's FRN is 501854. You can verify it on the FCA register.