Cornerstone Financial Planning Ltd

Reference number: 977687

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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
  • Cornerstone Estate Planning

Company details

From the company's Companies House record.

Company number
05623494
Company status
Active
Company type
Private limited company
Incorporated
15 November 2005 (20 years old)
Registered office
Glenburn, 11 Liverpool Road North, Ormskirk, Lancashire, L40 5TN, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Christopher Edward Whitehead Director Jul 1975 15 Nov 2005
Wendy Jane Whitehead Director May 1980 15 Nov 2005
Wendy Jane Whitehead Secretary Not published 15 Nov 2005

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
  • Credit Broking
  • 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

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 Cornerstone Financial Planning Ltd FCA authorised?
Yes, Cornerstone Financial Planning Ltd (FRN 977687) is authorised by the FCA to carry out regulated activities.
Is my money safe with Cornerstone Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Cornerstone Financial Planning to the Financial Ombudsman Service, free of charge.
Is Cornerstone Financial Planning a scam or clone?
Cornerstone 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 Cornerstone Financial Planning's Firm Reference Number (FRN)?
Cornerstone Financial Planning's FRN is 977687. You can verify it on the FCA register.