Azets Financial Planning Limited

Reference number: 526955

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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

Fidelius Ltd Reference number: 188615 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.
  • Azets Financial Planning Limited (FRN 526955) is an AR of Fidelius Ltd (FRN 188615). When you use Azets Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Azets Financial 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.

  • No website on the FCA register

  • Verified phone number

    0345 241 6500

  • Verified address

    Greenwood House, 91-99 New London Road, Chelmsford, Essex, CM2 0PP, United Kingdom

Also trades as
  • Azets Mortgages
  • Baldwins Financial Planning
  • WK Financial Planning

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 Fidelius Ltd, 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 4 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Fidelius Client Services Ltd
  • Wilkins Kennedy Wealth Management Ltd
  • WK Financial Planning Limited
  • WK Financial Planning Ltd

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Common questions

Frequently asked questions

Is Azets Financial Planning Limited FCA authorised?
Azets Financial Planning Limited (FRN 526955) 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 Azets Financial 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. Azets Financial Planning Limited (FRN 526955) is an AR of Fidelius Ltd (FRN 188615). When you use Azets Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Azets Financial 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 Azets Financial Planning?
Protection works through Fidelius Ltd, the principal firm responsible for Azets Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Azets Financial Planning a scam or clone?
Azets 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 Azets Financial Planning's Firm Reference Number (FRN)?
Azets Financial Planning's FRN is 526955. You can verify it on the FCA register.