Concept Financial Management Limited

Reference number: 424919

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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

    07973 171750

  • Verified address

    Oaklands, Littlewick Road, Knaphill, Woking, Surrey, GU21 2JU, United Kingdom

Company details

From the company's Companies House record.

Company number
04222837
Company status
Active
Company type
Private limited company
Incorporated
24 May 2001 (25 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Current directors and secretaries

Name Role Born Appointed
John Moynihan Director Feb 1961 24 May 2001
Nicola Anne Moynihan Director Jun 1967 1 May 2004

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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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.

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Common questions

Frequently asked questions

Is Concept Financial Management Limited FCA authorised?
Yes, Concept Financial Management Limited (FRN 424919) is authorised by the FCA to carry out regulated activities.
Is my money safe with Concept Financial Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Concept Financial Management to the Financial Ombudsman Service, free of charge.
Is Concept Financial Management a scam or clone?
Concept Financial Management 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 Concept Financial Management's Firm Reference Number (FRN)?
Concept Financial Management's FRN is 424919. You can verify it on the FCA register.