Financial Planning For Professionals Limited

Reference number: 523366

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Milsted Langdon Financial Services Limited Reference number: 126457 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Financial Planning For Professionals Limited (FRN 523366) is an AR of Milsted Langdon Financial Services Limited (FRN 126457). When you use Financial Planning For Professionals's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Financial Planning For Professionals, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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

    01823 445544

  • Verified address

    Winchester House, Deane Gate Avenue, Taunton, Somerset, TA1 2UH, United Kingdom

Also trades as
  • Milsted Langdon Financial Planning

Company details

From the company's Companies House record.

Company number
07022172
Company status
Active
Company type
Private limited company
Incorporated
17 September 2009 (16 years old)
Registered office
Winchester House, Deane Gate Avenue, Taunton, TA1 2UH
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Simon John Verrechia Director Dec 1971 5 May 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through Milsted Langdon Financial Services Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

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 Financial Planning For Professionals Limited FCA authorised?
Financial Planning For Professionals Limited (FRN 523366) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Financial Planning For Professionals?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Financial Planning For Professionals Limited (FRN 523366) is an AR of Milsted Langdon Financial Services Limited (FRN 126457). When you use Financial Planning For Professionals's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Financial Planning For Professionals, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with Financial Planning For Professionals?
Protection works through Milsted Langdon Financial Services Limited, the principal firm responsible for Financial Planning For Professionals's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Financial Planning For Professionals a scam or clone?
Financial Planning For Professionals 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 Financial Planning For Professionals's Firm Reference Number (FRN)?
Financial Planning For Professionals's FRN is 523366. You can verify it on the FCA register.