FORT FINANCIAL PLANNING LIMITED

Reference number: 425743

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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
05262921
Company status
Active
Company type
Private limited company
Incorporated
18 October 2004 (21 years old)
Registered office
Etheridge House Barton View Business Park, Sheeplands Lane, Sherborne, Dorset, DT9 4FW, United Kingdom
Nature of business
  • Fund management activities (SIC 66300)

Current directors and secretaries

Name Role Born Appointed
Andrew Nicholas Fort Director Apr 1957 18 Oct 2004
Mark Charles Salter Director Mar 1980 6 Apr 2016
Emily Margaret Clark Flynn Director May 1990 21 Sep 2018
Emily Margaret Clark Flynn Secretary Not published 4 Mar 2019

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 →

  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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  • 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
  • Debt-counselling
  • 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 FORT FINANCIAL PLANNING LIMITED FCA authorised?
Yes, FORT FINANCIAL PLANNING LIMITED (FRN 425743) is authorised by the FCA to carry out regulated activities.
Is my money safe with FORT FINANCIAL PLANNING?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about FORT FINANCIAL PLANNING to the Financial Ombudsman Service, free of charge.
Is FORT FINANCIAL PLANNING a scam or clone?
FORT 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 FORT FINANCIAL PLANNING's Firm Reference Number (FRN)?
FORT FINANCIAL PLANNING's FRN is 425743. You can verify it on the FCA register.