Goldfinch Financial Planning Limited

Reference number: 1003196

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

M&G ADVICE PARTNERS LIMITED Reference number: 584256 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Goldfinch Financial Planning Limited (FRN 1003196) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Goldfinch Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Goldfinch Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • 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

    020 3764 6926

  • Verified address

    71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, United Kingdom

Company details

From the company's Companies House record.

Company number
14756618
Company status
Active
Company type
Private limited company
Incorporated
25 March 2023 (3 years old)
Registered office
71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Luke Christopher Simpson Director Dec 1986 25 Mar 2023

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 M&G ADVICE PARTNERS 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.

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 Goldfinch Financial Planning Limited FCA authorised?
Goldfinch Financial Planning Limited (FRN 1003196) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Goldfinch Financial Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Goldfinch Financial Planning Limited (FRN 1003196) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Goldfinch Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Goldfinch Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. 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 Goldfinch Financial Planning?
Protection works through M&G ADVICE PARTNERS LIMITED, the principal firm responsible for Goldfinch Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Goldfinch Financial Planning a scam or clone?
Goldfinch 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 Goldfinch Financial Planning's Firm Reference Number (FRN)?
Goldfinch Financial Planning's FRN is 1003196. You can verify it on the FCA register.