Family Equity Plan Limited

Reference number: 122351

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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
  • Family Investments
  • OneFamily

Company details

From the company's Companies House record.

Company number
02208249
Company status
Active
Company type
Private limited company
Incorporated
24 December 1987 (38 years old)
Registered office
16-17 West Street, Brighton, East Sussex, BN1 2RL
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Philippa Jane Herz Director Aug 1968 13 Apr 2017
Jamshaid Islam Director Feb 1975 1 Jan 2020
Cara Ann Whatford Director Apr 1972 1 Nov 2023
Josie Green Secretary Not published 1 Nov 2023

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · 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 →

Show FCA detail (5 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Safeguarding and administration of assets (without arranging)

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 Family Equity Plan Limited FCA authorised?
Yes, Family Equity Plan Limited (FRN 122351) is authorised by the FCA to carry out regulated activities.
Is my money safe with Family Equity Plan?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Family Equity Plan to the Financial Ombudsman Service, free of charge.
Is Family Equity Plan a scam or clone?
Family Equity Plan 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 Family Equity Plan's Firm Reference Number (FRN)?
Family Equity Plan's FRN is 122351. You can verify it on the FCA register.