Coastal Financial Planning Ltd

Reference number: 914140

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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

Best Practice IFA Group Limited Reference number: 223112 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.
  • Coastal Financial Planning Ltd (FRN 914140) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Coastal Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Coastal 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 name
COASTAL FINANCIAL PLANNING LIMITED
Company number
12103600
Company status
Active
Company type
Private limited company
Incorporated
15 July 2019 (7 years old)
Registered office
Gibson House Hurricane Court, Hurricane Close, Stafford, Staffordshire, ST16 1GZ, England
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Aidan Grant Chandler Director Feb 1968 15 Jul 2019
Simon James Robinson Director Dec 1966 15 Jul 2019

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 Best Practice IFA Group 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.

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Common questions

Frequently asked questions

Is Coastal Financial Planning Ltd FCA authorised?
Coastal Financial Planning Ltd (FRN 914140) 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 Coastal 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. Coastal Financial Planning Ltd (FRN 914140) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Coastal Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Coastal 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 Coastal Financial Planning?
Protection works through Best Practice IFA Group Limited, the principal firm responsible for Coastal Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Coastal Financial Planning a scam or clone?
Coastal 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 Coastal Financial Planning's Firm Reference Number (FRN)?
Coastal Financial Planning's FRN is 914140. You can verify it on the FCA register.