Ethical Wealth Planning Ltd

Reference number: 955055

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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

    07825 288338

  • Verified address

    11 Kingswood, Marchwood, Southampton, SO40 4YQ, United Kingdom

Company details

From the company's Companies House record.

Company number
13417661
Company status
Active
Company type
Private limited company
Incorporated
24 May 2021 (5 years old)
Registered office
11 Kingswood, Marchwood, Southampton, SO40 4YQ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Tomas Richard Pyart Director Mar 1982 24 May 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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
Show FCA detail (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • 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 Ethical Wealth Planning Ltd FCA authorised?
Yes, Ethical Wealth Planning Ltd (FRN 955055) is authorised by the FCA to carry out regulated activities.
Is my money safe with Ethical Wealth Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Ethical Wealth Planning to the Financial Ombudsman Service, free of charge.
Is Ethical Wealth Planning a scam or clone?
Ethical 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 Ethical Wealth Planning's Firm Reference Number (FRN)?
Ethical Wealth Planning's FRN is 955055. You can verify it on the FCA register.