Aegis Financial Planning Limited

Reference number: 624298

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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 6 other names
  • Estate Lifetime Planning
  • Finsbridge Financial Planning
  • HB Partners
  • Milton Associates
  • One Day Wealth
  • Vero Wealth Advisors

Company details

From the company's Companies House record.

Company number
08946610
Company status
Active
Company type
Private limited company
Incorporated
19 March 2014 (12 years old)
Registered office
160 Eureka Park Upper Pemberton, Kennington, Ashford, TN25 4AZ, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Haidee Laurel Littler Director Oct 1972 17 Jun 2019
John Robert Boss Director Mar 1973 15 Jan 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 · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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.

Check your FSCS cover →

Show FCA detail (16 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

Limits on what they may do

  • Unable to hold client assets for MiFID activities
    Unable to hold client money or safeguard and administer assets (without arranging) in relation to any investment services and activities (to which MiFID applies)

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 3 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
  • Finsbridge
  • Peritum Wealth
  • Vero Wealth

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Common questions

Frequently asked questions

Is Aegis Financial Planning Limited FCA authorised?
Yes, Aegis Financial Planning Limited (FRN 624298) is authorised by the FCA to carry out regulated activities.
Is my money safe with Aegis Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Aegis Financial Planning to the Financial Ombudsman Service, free of charge.
Is Aegis Financial Planning a scam or clone?
Aegis 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 Aegis Financial Planning's Firm Reference Number (FRN)?
Aegis Financial Planning's FRN is 624298. You can verify it on the FCA register.