BRUNEL INDEPENDENT FINANCIAL PLANNERS LIMITED

Reference number: 629678

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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.

  • No website on the FCA register

  • Verified phone number

    0117 325 2224

  • Verified address

    Brunel Group, The Crescent, Temple Back, Bristol, Bristol, City Of, BS1 6EZ, United Kingdom

Company details

From the company's Companies House record.

Company number
09046783
Company status
Active
Company type
Private limited company
Incorporated
19 May 2014 (12 years old)
Registered office
The Crescent, Temple Back, Bristol, BS1 6EZ, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Iain Kerr Black Director Oct 1958 27 Apr 2021
Russell Alan Lane Director Jun 1977 27 Apr 2021

Check on the FCA register → Report a scam →

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.

    Check your FSCS cover →

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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
  • 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

Action taken against them

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.

  • Academy Associates Wealth Management Ltd

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Common questions

Frequently asked questions

Is BRUNEL INDEPENDENT FINANCIAL PLANNERS LIMITED FCA authorised?
Yes, BRUNEL INDEPENDENT FINANCIAL PLANNERS LIMITED (FRN 629678) is authorised by the FCA to carry out regulated activities.
Is my money safe with BRUNEL INDEPENDENT FINANCIAL PLANNERS?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about BRUNEL INDEPENDENT FINANCIAL PLANNERS to the Financial Ombudsman Service, free of charge.
Is BRUNEL INDEPENDENT FINANCIAL PLANNERS a scam or clone?
BRUNEL INDEPENDENT FINANCIAL PLANNERS 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 BRUNEL INDEPENDENT FINANCIAL PLANNERS's Firm Reference Number (FRN)?
BRUNEL INDEPENDENT FINANCIAL PLANNERS's FRN is 629678. You can verify it on the FCA register.