Elite Financial Planning Limited

Reference number: 711851

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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

    01373 826984

  • Verified address

    45 Shepherds Mead, Dilton Marsh, Westbury, Wiltshire, BA13 4DX, United Kingdom

Company details

From the company's Companies House record.

Company number
04371817
Company status
Active
Company type
Private limited company
Incorporated
12 February 2002 (24 years old)
Registered office
45 Shepherds Mead, Dilton Marsh, Westbury, Wiltshire, BA13 4DX, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Martin John Greenslade Director Apr 1963 9 Apr 2018
Melanie Sarah Riley Secretary Not published 9 Apr 2018

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (9 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • 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
  • Providing Credit Information Services

Limits on what they may do

  • Not permitted to canvass off trade premises
    The firm is not permitted to canvass regulated borrower-lender-supplier agreements or regulated consumer hire agreements off trade premises

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 Elite Financial Planning Limited FCA authorised?
Yes, Elite Financial Planning Limited (FRN 711851) is authorised by the FCA to carry out regulated activities.
Is my money safe with Elite Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Elite Financial Planning to the Financial Ombudsman Service, free of charge.
Is Elite Financial Planning a scam or clone?
Elite 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 Elite Financial Planning's Firm Reference Number (FRN)?
Elite Financial Planning's FRN is 711851. You can verify it on the FCA register.