BBI FINANCIAL PLANNING LIMITED

Reference number: 652403

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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.

Company details

From the company's Companies House record.

Company number
07751182
Company status
Active
Company type
Private limited company
Incorporated
24 August 2011 (14 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Trevor Poulter Director Oct 1966 19 Aug 2013
David John Skinner Director Jan 1967 19 Aug 2013
Peter Thomas French Director Sep 1952 19 Aug 2013
Philip James Tordoff Director Feb 1977 18 Aug 2025
Kate Samantha Arrowsmith Director Dec 1972 18 Aug 2025
Martin Clark Director Aug 1969 18 Aug 2025
Robin Gary Peace Director Apr 1967 18 Aug 2025

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.
  • 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.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Debt-counselling
  • Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • 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.

  • BBi Financial Services Ltd

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Common questions

Frequently asked questions

Is BBI FINANCIAL PLANNING LIMITED FCA authorised?
Yes, BBI FINANCIAL PLANNING LIMITED (FRN 652403) is authorised by the FCA to carry out regulated activities.
Is my money safe with BBI FINANCIAL PLANNING?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about BBI FINANCIAL PLANNING to the Financial Ombudsman Service, free of charge.
Is BBI FINANCIAL PLANNING a scam or clone?
BBI 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 BBI FINANCIAL PLANNING's Firm Reference Number (FRN)?
BBI FINANCIAL PLANNING's FRN is 652403. You can verify it on the FCA register.