Financial Planning (Wells) Limited

Reference number: 164514

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

BROWN & BROWN INSURANCE BROKERS (UK) LIMITED Reference number: 745618 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Financial Planning (Wells) Limited (FRN 164514) introduces customers to BROWN & BROWN INSURANCE BROKERS (UK) LIMITED (FRN 745618). Any regulated advice or arranging is done by the principal, not Financial Planning (Wells).
  • Example: if Financial Planning (Wells) refers you to a financial adviser, the advice should come from the principal firm, not from Financial Planning (Wells) itself.
  • 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

    01749 672883

  • Verified address

    10 Jocelyn Drive, Wells, Somerset, BA5 2EW, United Kingdom

Company details

From the company's Companies House record.

Company number
02013469
Company status
Active
Company type
Private limited company
Incorporated
24 April 1986 (40 years old)
Registered office
10 Jocelyn Drive, Wells, BA5 2EW, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Current directors and secretaries

Name Role Born Appointed
Lynne Joy O'Malley-White Director Oct 1949 18 Jul 2017
Robert O'Malley-White Director Dec 1945 Not published
Lynne Joy O'Malley-White Secretary Not published 18 Jul 2017

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 BROWN & BROWN INSURANCE BROKERS (UK) 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.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Financial Planning (Wells) Limitedtd
  • Financial Planning (Wells) Ltd

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Common questions

Frequently asked questions

Is Financial Planning (Wells) Limited FCA authorised?
Financial Planning (Wells) Limited (FRN 164514) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Financial Planning (Wells)?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Financial Planning (Wells) Limited (FRN 164514) introduces customers to BROWN & BROWN INSURANCE BROKERS (UK) LIMITED (FRN 745618). Any regulated advice or arranging is done by the principal, not Financial Planning (Wells). Example: if Financial Planning (Wells) refers you to a financial adviser, the advice should come from the principal firm, not from Financial Planning (Wells) itself. 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 (Wells)?
Protection works through BROWN & BROWN INSURANCE BROKERS (UK) LIMITED, the principal firm responsible for Financial Planning (Wells)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Financial Planning (Wells) a scam or clone?
Financial Planning (Wells) 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 (Wells)'s Firm Reference Number (FRN)?
Financial Planning (Wells)'s FRN is 164514. You can verify it on the FCA register.