Aisa Retirement Planning LLP

Reference number: 779882

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

AISA FINANCIAL PLANNING LIMITED Reference number: 189652 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Aisa Retirement Planning LLP (FRN 779882) is an AR of AISA FINANCIAL PLANNING LIMITED (FRN 189652). When you use Aisa Retirement Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Aisa Retirement Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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 Retirement Planning (ARP)

Company details

From the company's Companies House record.

Company number
OC384701
Company status
Active
Company type
Limited liability partnership
Incorporated
25 April 2013 (13 years old)
Registered office
Oakenhill Lodge, Bonville Road, Bristol, BS4 5NX, England

Current directors and secretaries

Name Role Born Appointed
Geordie Bulmer LLP designated member Dec 1977 25 Apr 2013
James Leonard Douglas Pearcy-Caldwell LLP designated member Nov 1966 25 Apr 2013
Clive Raymond Tutton LLP designated member Apr 1960 25 Apr 2013

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through AISA FINANCIAL PLANNING LIMITED, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

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 Aisa Retirement Planning LLP FCA authorised?
Aisa Retirement Planning LLP (FRN 779882) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Aisa Retirement Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Aisa Retirement Planning LLP (FRN 779882) is an AR of AISA FINANCIAL PLANNING LIMITED (FRN 189652). When you use Aisa Retirement Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Aisa Retirement Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with Aisa Retirement Planning?
Protection works through AISA FINANCIAL PLANNING LIMITED, the principal firm responsible for Aisa Retirement Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Aisa Retirement Planning a scam or clone?
Aisa Retirement 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 Retirement Planning's Firm Reference Number (FRN)?
Aisa Retirement Planning's FRN is 779882. You can verify it on the FCA register.