Condy Mathias Financial Planners Limited

Reference number: 472913

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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.

Also trades as
  • Condy Mathias - Chartered Financial Planners

Company details

From the company's Companies House record.

Company number
04508157
Company status
Active
Company type
Private limited company
Incorporated
9 August 2002 (24 years old)
Registered office
Park House, 28 Outland Road, Plymouth, Devon, PL2 3DE
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Alun Nicholas Pells Director Feb 1962 15 Sep 2008
Gareth Hale Director Apr 1972 11 Apr 2012
Andrew John Martin Director Aug 1973 6 Apr 2018
Darcie Victoria Butler Director Jan 1976 13 Jul 2021
Joanne Maxine Spaulding Director Oct 1969 18 May 2023

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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
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  • 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
  • Assisting in the administration and performance of a contract of insurance
  • 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 Condy Mathias Financial Planners Limited FCA authorised?
Yes, Condy Mathias Financial Planners Limited (FRN 472913) is authorised by the FCA to carry out regulated activities.
Is my money safe with Condy Mathias Financial Planners?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Condy Mathias Financial Planners to the Financial Ombudsman Service, free of charge.
Is Condy Mathias Financial Planners a scam or clone?
Condy Mathias Financial Planners 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 Condy Mathias Financial Planners's Firm Reference Number (FRN)?
Condy Mathias Financial Planners's FRN is 472913. You can verify it on the FCA register.