Bluewater Financial Planning Limited

Reference number: 1057527

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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

SODERBERG & PARTNERS FINANCIAL PLANNING LIMITED Reference number: 671601 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.
  • Bluewater Financial Planning Limited (FRN 1057527) is an AR of SODERBERG & PARTNERS FINANCIAL PLANNING LIMITED (FRN 671601). When you use Bluewater Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Bluewater 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

    028 9024 4288

  • Verified address

    Office 2, Innovation House, Down Business Centre, 46 Belfast Road, Down Patrick, BT30 9UP, Northern Ireland

Company details

From the company's Companies House record.

Company name
BLUEWATER FINANCIAL SERVICES LIMITED
Company number
05266333
Company status
Active
Company type
Private limited company
Incorporated
21 October 2004 (21 years old)
Registered office
Fiscal House, 367 London Road, Camberley, Surrey, GU15 3HQ
Nature of business
  • Banks (SIC 64191)

Current directors and secretaries

Name Role Born Appointed
Paul James Nicklinson Director Mar 1968 21 Oct 2004

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 SODERBERG & PARTNERS 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 Bluewater Financial Planning Limited FCA authorised?
Bluewater Financial Planning Limited (FRN 1057527) 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 Bluewater 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. Bluewater Financial Planning Limited (FRN 1057527) is an AR of SODERBERG & PARTNERS FINANCIAL PLANNING LIMITED (FRN 671601). When you use Bluewater Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Bluewater 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 Bluewater Financial Planning?
Protection works through SODERBERG & PARTNERS FINANCIAL PLANNING LIMITED, the principal firm responsible for Bluewater Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Bluewater Financial Planning a scam or clone?
Bluewater 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 Bluewater Financial Planning's Firm Reference Number (FRN)?
Bluewater Financial Planning's FRN is 1057527. You can verify it on the FCA register.