AISA FINANCIAL PLANNING LIMITED

Reference number: 189652

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.

Also trades as
  • Aisa Professional
  • OpesFidelio
  • TailorMade

Company details

From the company's Companies House record.

Company number
03621676
Company status
Active
Company type
Private limited company
Incorporated
25 August 1998 (27 years old)
Registered office
Unit 5, The Grain Store, Manor Farm, Coate, Devizes, SN10 3LP, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
James Leonard Pearcy Caldwell Director Nov 1966 13 Jan 1999
Clive Raymond Tutton Director Apr 1960 13 Jan 1999
Clive Raymond Tutton Secretary Not published 1 Apr 1999

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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (15 permissions)
  • Acting as a CBTL advisor
  • Advising on a home reversion plan
  • 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) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • 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

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.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • AISA Direct Ltd

Names it no longer trades under

This firm has retired 4 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
  • A ISA Direct
  • AisaProfessional
  • Homesaver Mortgages (HSM)
  • www.completeadviser.com

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 AISA FINANCIAL PLANNING LIMITED FCA authorised?
Yes, AISA FINANCIAL PLANNING LIMITED (FRN 189652) is authorised by the FCA to carry out regulated activities.
Is my money safe with AISA FINANCIAL PLANNING?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about AISA FINANCIAL PLANNING to the Financial Ombudsman Service, free of charge.
Is AISA FINANCIAL PLANNING a scam or clone?
AISA 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 AISA FINANCIAL PLANNING's Firm Reference Number (FRN)?
AISA FINANCIAL PLANNING's FRN is 189652. You can verify it on the FCA register.