Capital Managers Financial Planning Ltd

Reference number: 1040243

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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

    0141 222 2322

  • Verified address

    Capital Managers Financial Planning Ltd, 80 Berkeley Street, Glasgow, G3 7DS, United Kingdom

Company details

From the company's Companies House record.

Company number
SC849309
Company status
Active
Company type
Private limited company
Incorporated
21 May 2025 (1 year old)
Registered office
80 Berkeley Street, Glasgow, G3 7DS, Scotland
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Keith Hamish Miller Director Jun 1971 21 May 2025
David Paterson Walker Director Oct 1970 21 May 2025

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 →

  • 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.
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  • 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

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

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Common questions

Frequently asked questions

Is Capital Managers Financial Planning Ltd FCA authorised?
Yes, Capital Managers Financial Planning Ltd (FRN 1040243) is authorised by the FCA to carry out regulated activities.
Is my money safe with Capital Managers Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Capital Managers Financial Planning to the Financial Ombudsman Service, free of charge.
Is Capital Managers Financial Planning a scam or clone?
Capital Managers 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 Capital Managers Financial Planning's Firm Reference Number (FRN)?
Capital Managers Financial Planning's FRN is 1040243. You can verify it on the FCA register.