IAC Financial Planning Ltd

Reference number: 786411

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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
  • Bob Burch Financial Planning
  • HB Select

Company details

From the company's Companies House record.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
10838980
Company status
Active
Company type
Private limited company
Incorporated
28 June 2017 (9 years old)
Registered office
Culver House,, 13 West Street, Tavistock, PL19 8AN, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Rebecca Katriona Adams Director Apr 1991 31 Mar 2025
Ross Christopher Biddiss Director Oct 1992 31 Mar 2025
Emma Haydn Bird Director Sep 1991 31 Mar 2025
Christopher Andrew Palmer Director Jun 1981 31 Mar 2025
Janine Palmer Director Jan 1981 31 Mar 2025

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 →

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
  • Dealing in investments as agent
  • 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 IAC Financial Planning Ltd FCA authorised?
Yes, IAC Financial Planning Ltd (FRN 786411) is authorised by the FCA to carry out regulated activities.
Is my money safe with IAC Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about IAC Financial Planning to the Financial Ombudsman Service, free of charge.
Is IAC Financial Planning a scam or clone?
IAC 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 IAC Financial Planning's Firm Reference Number (FRN)?
IAC Financial Planning's FRN is 786411. You can verify it on the FCA register.