Canford and Castle Financial Planning Limited

Reference number: 939118

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Same company

This company holds another FCA record

A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.

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
12960152
Company status
Active
Company type
Private limited company
Incorporated
19 October 2020 (5 years old)
Registered office
12a The Square, Wickham, Hampshire, PO17 5JQ, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Fraser James Kirkley Director Aug 1993 19 Oct 2020
Robyn Jennifer Mackenzie Director Dec 1992 19 Oct 2020

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.
  • 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.
Show FCA detail (5 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
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Voluntary Requirement
    Canford and Castle Financial Planning Limited will not employ Staff that have previously been employed under any capacity and in any form from Redworth Caledonian Associates Limited, without the FCA's previous written consent. Staff includes but is not restricted to employees, contractors, advisers, directors and shareholders.

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 Canford and Castle Financial Planning Limited FCA authorised?
Yes, Canford and Castle Financial Planning Limited (FRN 939118) is authorised by the FCA to carry out regulated activities.
Is my money safe with Canford and Castle Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Canford and Castle Financial Planning to the Financial Ombudsman Service, free of charge.
Is Canford and Castle Financial Planning a scam or clone?
Canford and Castle 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 Canford and Castle Financial Planning's Firm Reference Number (FRN)?
Canford and Castle Financial Planning's FRN is 939118. You can verify it on the FCA register.