Alexanders Financial Planning Ltd

Reference number: 1017979

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

Equity And General Financial Services Limited Reference number: 474163 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Alexanders Financial Planning Ltd (FRN 1017979) introduces customers to Equity And General Financial Services Limited (FRN 474163). Any regulated advice or arranging is done by the principal, not Alexanders Financial Planning.
  • Example: if Alexanders Financial Planning refers you to a financial adviser, the advice should come from the principal firm, not from Alexanders Financial Planning itself.
  • 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.

  • No website on the FCA register

  • Verified phone number

    01283 743851

  • Verified address

    12 Granary Wharf Business Park, Wetmore Road, Burton-On-Trent, Staffordshire, DE14 1DU, United Kingdom

Company details

From the company's Companies House record.

Company name
ALEXANDER'S FINANCIAL PLANNING LIMITED
Company number
11914597
Company status
Active
Company type
Private limited company
Incorporated
29 March 2019 (7 years old)
Registered office
12 Granary Wharf Business Park, Wetmore Road, Burton-On-Trent, Staffordshire, DE14 1DU, England
Nature of business
  • Life insurance (SIC 65110)
  • Pension funding (SIC 65300)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Wayne Thomas Penlington Director Nov 1970 29 Mar 2019

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 Equity And General Financial Services 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.

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.

  • Alexander's Financial Planning Ltd

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Common questions

Frequently asked questions

Is Alexanders Financial Planning Ltd FCA authorised?
Alexanders Financial Planning Ltd (FRN 1017979) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Alexanders Financial Planning?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Alexanders Financial Planning Ltd (FRN 1017979) introduces customers to Equity And General Financial Services Limited (FRN 474163). Any regulated advice or arranging is done by the principal, not Alexanders Financial Planning. Example: if Alexanders Financial Planning refers you to a financial adviser, the advice should come from the principal firm, not from Alexanders Financial Planning itself. 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 Alexanders Financial Planning?
Protection works through Equity And General Financial Services Limited, the principal firm responsible for Alexanders Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Alexanders Financial Planning a scam or clone?
Alexanders 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 Alexanders Financial Planning's Firm Reference Number (FRN)?
Alexanders Financial Planning's FRN is 1017979. You can verify it on the FCA register.