EBP FINANCIAL PLANNING LIMITED

Reference number: 573661

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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.

Company details

From the company's Companies House record.

Company number
07901143
Company status
Active
Company type
Private limited company
Incorporated
9 January 2012 (14 years old)
Registered office
Unit 8 Millars Brook, Molly Millars Lane, Wokingham, RG41 2AD, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Jonathan Patrick Walsh Director Aug 1967 1 Apr 2026
Karen Elizabeth Walsh Director Dec 1970 1 Apr 2026

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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term 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.

Check your FSCS cover →

Show FCA detail (8 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
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • 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.

Previously registered as

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

  • EMPLOYEE BENEFITS PARTNERSHIP LTD

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Common questions

Frequently asked questions

Is EBP FINANCIAL PLANNING LIMITED FCA authorised?
Yes, EBP FINANCIAL PLANNING LIMITED (FRN 573661) is authorised by the FCA to carry out regulated activities.
Is my money safe with EBP FINANCIAL PLANNING?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about EBP FINANCIAL PLANNING to the Financial Ombudsman Service, free of charge.
Is EBP FINANCIAL PLANNING a scam or clone?
EBP 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 EBP FINANCIAL PLANNING's Firm Reference Number (FRN)?
EBP FINANCIAL PLANNING's FRN is 573661. You can verify it on the FCA register.