Fern Financial Planning Limited

Reference number: 767654

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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
10205768
Company status
Active
Company type
Private limited company
Incorporated
31 May 2016 (10 years old)
Registered office
Mile End, Overton Road, Ludlow, Shropshire, SY8 4AA, England
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Julie Anne Morris Director Jul 1973 31 May 2016
Kevin John Morris Director Oct 1971 31 May 2016

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 →

Show FCA detail (4 permissions)
  • 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
  • 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 Fern Financial Planning Limited FCA authorised?
Yes, Fern Financial Planning Limited (FRN 767654) is authorised by the FCA to carry out regulated activities.
Is my money safe with Fern Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Fern Financial Planning to the Financial Ombudsman Service, free of charge.
Is Fern Financial Planning a scam or clone?
Fern 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 Fern Financial Planning's Firm Reference Number (FRN)?
Fern Financial Planning's FRN is 767654. You can verify it on the FCA register.