Burfield Financial Planning Limited

Reference number: 521077

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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.

  • Verified website

    burfieldfp.co.uk

  • Verified phone number

    01606 839720

  • Verified address

    Burfield Financial Planning Ltd, 1 Royal Court, Gadbrook Way, Gadbrook Park, Northwich, Cheshire West And Chester, CW9 7UT, United Kingdom

Company details

From the company's Companies House record.

Company number
07177075
Company status
Active
Company type
Private limited company
Incorporated
3 March 2010 (16 years old)
Registered office
1 Royal Court Gadbrook Park, Rudheath, Northwich, CW9 7UT, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Peter Martin Jenkins Director Feb 1970 1 Apr 2014
Ashley James Clark Director Mar 1992 6 Feb 2024
David Adam Parker Director Apr 1985 6 Feb 2024

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 →

Show FCA detail (4 permissions)
  • 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
  • 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.

Names it no longer trades under

This firm has retired 2 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
  • Happy2Advise
  • pensionsadviceuk

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Common questions

Frequently asked questions

Is Burfield Financial Planning Limited FCA authorised?
Yes, Burfield Financial Planning Limited (FRN 521077) is authorised by the FCA to carry out regulated activities.
Is my money safe with Burfield Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Burfield Financial Planning to the Financial Ombudsman Service, free of charge.
Is Burfield Financial Planning a scam or clone?
Burfield 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 Burfield Financial Planning's Firm Reference Number (FRN)?
Burfield Financial Planning's FRN is 521077. You can verify it on the FCA register.