Caliber Financial Planning Limited

Reference number: 524454

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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

Caliber Financial Associates Limited Reference number: 211875 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.
  • Caliber Financial Planning Limited (FRN 524454) is an AR of Caliber Financial Associates Limited (FRN 211875). When you use Caliber Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Caliber 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.

Company details

From the company's Companies House record.

Company number
06985997
Company status
Active
Company type
Private limited company
Incorporated
10 August 2009 (17 years old)
Registered office
Appletree House, 28 Oakley Road, Chinnor, Oxfordshire, OX39 4HB
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Iain Donald Rankin Director Oct 1962 10 Aug 2009
Tracey Lorraine Rankin Director Jun 1965 10 Aug 2009
Tracey Lorraine Rankin Secretary Not published 10 Aug 2009

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 Caliber Financial Associates 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.

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.

  • Caliber Financial Planning Ltd

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Common questions

Frequently asked questions

Is Caliber Financial Planning Limited FCA authorised?
Caliber Financial Planning Limited (FRN 524454) 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 Caliber 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. Caliber Financial Planning Limited (FRN 524454) is an AR of Caliber Financial Associates Limited (FRN 211875). When you use Caliber Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Caliber 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 Caliber Financial Planning?
Protection works through Caliber Financial Associates Limited, the principal firm responsible for Caliber Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Caliber Financial Planning a scam or clone?
Caliber 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 Caliber Financial Planning's Firm Reference Number (FRN)?
Caliber Financial Planning's FRN is 524454. You can verify it on the FCA register.