Advice Matters Financial Planning Ltd

Reference number: 779172

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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.

Also trades as
  • Advice Matters

Company details

From the company's Companies House record.

Company number
10658430
Company status
Active
Company type
Private limited company
Incorporated
8 March 2017 (9 years old)
Registered office
14 Beech Hill, Otley, West Yorkshire, LS21 3AX, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Christopher Ian Wheatman Director Jun 1961 8 Mar 2017

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 →

  • 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.
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  • 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
  • Debt-counselling
  • 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.

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Common questions

Frequently asked questions

Is Advice Matters Financial Planning Ltd FCA authorised?
Yes, Advice Matters Financial Planning Ltd (FRN 779172) is authorised by the FCA to carry out regulated activities.
Is my money safe with Advice Matters Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Advice Matters Financial Planning to the Financial Ombudsman Service, free of charge.
Is Advice Matters Financial Planning a scam or clone?
Advice Matters 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 Advice Matters Financial Planning's Firm Reference Number (FRN)?
Advice Matters Financial Planning's FRN is 779172. You can verify it on the FCA register.