ASCOT LLOYD FINANCIAL PLANNING LIMITED
Reference number: 144519
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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.
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No website on the FCA register
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Verified phone number
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Verified address
Ascot Lloyd, 45 Church Street, Birmingham, B3 2RT, United Kingdom
Company details
From the company's Companies House record.
- Company number
- 01447544
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 7 September 1979 (46 years old)
- Registered office
- 45 Church Street, Birmingham, B3 2RT, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Felice Rea | Director | Jan 1965 | 30 Jan 2026 |
| Francis Joseph Jackson | Director | Nov 1964 | 30 Jan 2026 |
| Eden Claire Scrivenger | Director | Nov 1978 | 30 Jan 2026 |
| Simon Pietro Vella | Director | May 1974 | 30 Jan 2026 |
| Benjamin Peter Waterhouse | Director | Jul 1975 | 30 Jan 2026 |
| Christiaan Thomas Allen | Director | Dec 1977 | 27 Apr 2026 |
Activities and protection
What they can do, and how you are protected
- Give regulated advice FSCS may applyA 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 applyEligible 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 FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer 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.
Previously registered as
The FCA register holds 5 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- 1825 Financial Planning And Advice Limited
- abrdn Financial Planning And Advice Limited
- Pearson Jones & Company Limited
- Pearson Jones Limited
- Pearson Jones Plc
Names it no longer trades under
This firm has retired 8 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
- 1825
- Aberdeen
- Aberdeen Financial Planning
- abrdn
- North East Trustees
- Pace Financial Solutions
- Pace Mortgage Solutions
- Parnell Fisher Child
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