Forvis Mazars Financial Planning Limited

Reference number: 182644

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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.

Also trades as
  • Forvis Mazars
  • Forvis Mazars Wealth Management
  • Independent Women

Company details

From the company's Companies House record.

Company number
03172233
Company status
Active
Company type
Private limited company
Incorporated
13 March 1996 (30 years old)
Registered office
30 Old Bailey, London, EC4M 7AU, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
David John Baker Director Jul 1979 27 Sep 2017
Alan Duley Director Jan 1968 30 Nov 2020
Margaret Laidlaw Director Oct 1965 11 Nov 2021
Natalie Dawn Van Horning Director Nov 1982 14 Jan 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · 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 →

  • 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.
  • 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 P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Credit Broking
  • Dealing in investments as agent
  • Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Making arrangements with a view to transactions in investments
  • Managing 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.

Previously registered as

The FCA register holds 3 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Mazars Financial Planning Limited
  • Mazars Financial Services Limited
  • NR Financial Services Limited

Names it no longer trades under

This firm has retired 25 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
  • DSH Financial Services
  • EA Kench & Co Financial Services
  • Greenwich Financial Services
  • Hallidays Financial Services
  • HKM Financial Services
  • Indepenent Women
  • John Torrible Financial Services
  • Mazars
  • Mazars Receivables Management
  • Mazars (Sports Management)
  • Mazars Wealth Management
  • Muras Baker Jones Financial Services
  • Neville Russell Financial Services
  • Neville Russell Financial Services (ASAP)
  • Neville Russell Financial Services (Ashmore)
  • Neville Russell Financial Services (David Gist & Co)
  • Neville Russell Financial Services (Davies Gimber Brown)
  • Neville Russell Financial Services (Ellis Fermor Negus)
  • Neville Russell Financial Services (Linnells)
  • Neville Russell Financial Services (Machins)
  • Neville Russell Financial Services (Mitchells Roberton)
  • Neville Russell Financial Services (Neville Jones)
  • Neville Russell Financial Services (Sports Management)
  • Richard Freeman & Co Financial Services
  • Walter Hunter & Co Financial Services

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Common questions

Frequently asked questions

Is Forvis Mazars Financial Planning Limited FCA authorised?
Yes, Forvis Mazars Financial Planning Limited (FRN 182644) is authorised by the FCA to carry out regulated activities.
Is my money safe with Forvis Mazars Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Forvis Mazars Financial Planning to the Financial Ombudsman Service, free of charge.
Is Forvis Mazars Financial Planning a scam or clone?
Forvis Mazars 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 Forvis Mazars Financial Planning's Firm Reference Number (FRN)?
Forvis Mazars Financial Planning's FRN is 182644. You can verify it on the FCA register.