CORIENT WEALTH PLANNING LIMITED

Reference number: 562235

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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
  • Stonehage Fleming Wealth Planning

Company details

From the company's Companies House record.

Company number
06576995
Company status
Active
Company type
Private limited company
Incorporated
25 April 2008 (18 years old)
Registered office
6 St James's Square, London, SW1Y 4JU, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Susan Jane Hillier Director Aug 1967 13 Feb 2012
Anton Hans Sternberg Director Jan 1966 31 Mar 2022
Gregory William Harris Director Nov 1983 31 Mar 2022
Matthew Christopher Brown Director Aug 1978 20 Oct 2023
Kieren Doveton Stuttaford Secretary Not published 1 Feb 2021

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.
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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
  • Credit Broking
  • 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

Previously registered as

The FCA register holds 3 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Fleming Family & Partners Wealth Planning Ltd
  • Professional Access Limited
  • STONEHAGE FLEMING WEALTH PLANNING LIMITED

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • FF&P Wealth Planning

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Common questions

Frequently asked questions

Is CORIENT WEALTH PLANNING LIMITED FCA authorised?
Yes, CORIENT WEALTH PLANNING LIMITED (FRN 562235) is authorised by the FCA to carry out regulated activities.
Is my money safe with CORIENT WEALTH PLANNING?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about CORIENT WEALTH PLANNING to the Financial Ombudsman Service, free of charge.
Is CORIENT WEALTH PLANNING a scam or clone?
CORIENT WEALTH 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 CORIENT WEALTH PLANNING's Firm Reference Number (FRN)?
CORIENT WEALTH PLANNING's FRN is 562235. You can verify it on the FCA register.