Fortic Financial Services Ltd

Reference number: 474740

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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.

  • No website on the FCA register

  • Verified phone number

    01872 571868

  • Verified address

    Unit 1A, Tremellyn Road, Mitchell, Newquay, Cornwall, TR8 5FZ, United Kingdom

Also trades as 15 other names
  • ACA Compliance Function
  • Allshore Associates
  • A. Miller Financial
  • Atlantic Coast Associates
  • CJH Capital Private Finance
  • Giraffe Equity Release
  • Kings Tailored Financial Solutions
  • Louise Dean Mortgage & Protection
  • LSG FINANCIAL
  • Mortgage Advice Center
  • Phoenix Financial Services
  • PS Wealth
  • RWF Planning
  • Steve Hastings Financial Services
  • Tim Manhire Agricultural Consultancy

Company details

From the company's Companies House record.

Company number
06300493
Company status
Active
Company type
Private limited company
Incorporated
3 July 2007 (19 years old)
Registered office
Unit 1a Tremellyn Road, Mitchell, Newquay, TR8 5FZ, England
Nature of business
  • Life insurance (SIC 65110)

Current directors and secretaries

Name Role Born Appointed
Ian Philip Knight Director Jun 1959 18 Jul 2007
Ian Philip Knight Secretary Not published 18 Jul 2007

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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.
Show FCA detail (12 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • 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.

Names it no longer trades under

This firm has retired 6 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • A Miller Financial Limited
  • Atlantic Business Centre
  • D&G Finance
  • Forward Financial Planning
  • Lowen Financial Planning
  • Sarah James Financial Solutions

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Common questions

Frequently asked questions

Is Fortic Financial Services Ltd FCA authorised?
Yes, Fortic Financial Services Ltd (FRN 474740) is authorised by the FCA to carry out regulated activities.
Is my money safe with Fortic Financial Services?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Fortic Financial Services to the Financial Ombudsman Service, free of charge.
Is Fortic Financial Services a scam or clone?
Fortic Financial Services 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 Fortic Financial Services's Firm Reference Number (FRN)?
Fortic Financial Services's FRN is 474740. You can verify it on the FCA register.