FRANCIS CLARK FINANCIAL PLANNING LIMITED

Reference number: 433591

Instant download

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
05413603
Company status
Active
Company type
Private limited company
Incorporated
5 April 2005 (21 years old)
Registered office
Sigma House Oak View Close, Edginswell Park, Torquay, Devon, TQ2 7FF
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Richard Bambrough Director Jan 1977 5 Aug 2019
Christopher James Reah Director Sep 1973 29 Nov 2022
Nicola Jane Mitchell Director Feb 1969 28 Apr 2023
James Andrew Phillips Director Dec 1978 28 Apr 2023
Charlotte Elise Taylor-St.ruth Director Jun 1979 28 Apr 2023

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.
Show FCA detail (5 permissions)
  • 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.

Previously registered as

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

  • Winter Rule Financial Planning Ltd

Names it no longer trades under

This firm has retired 4 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
  • FC Financial Planning
  • PKF Francis Clark Financial Planning
  • PKF Francis Clark Financial planning and wealth management
  • Winter Rule Financial Planning

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is FRANCIS CLARK FINANCIAL PLANNING LIMITED FCA authorised?
Yes, FRANCIS CLARK FINANCIAL PLANNING LIMITED (FRN 433591) is authorised by the FCA to carry out regulated activities.
Is my money safe with FRANCIS CLARK FINANCIAL PLANNING?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about FRANCIS CLARK FINANCIAL PLANNING to the Financial Ombudsman Service, free of charge.
Is FRANCIS CLARK FINANCIAL PLANNING a scam or clone?
FRANCIS CLARK 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 FRANCIS CLARK FINANCIAL PLANNING's Firm Reference Number (FRN)?
FRANCIS CLARK FINANCIAL PLANNING's FRN is 433591. You can verify it on the FCA register.