Invicta Financial Planning LLP

Reference number: 574907

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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

INVICTA FINANCIAL SERVICES LIMITED Reference number: 587095 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.
  • Invicta Financial Planning LLP (FRN 574907) is an AR of INVICTA FINANCIAL SERVICES LIMITED (FRN 587095). When you use Invicta Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Invicta 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

    01892 725115

  • Verified address

    Penelope House, Westerhill Road, Coxheath, Kent, ME17 4DH, United Kingdom

Company details

From the company's Companies House record.

Company number
OC372227
Company status
Active
Company type
Limited liability partnership
Incorporated
8 February 2012 (14 years old)
Registered office
Penelope House, Westerhill Road, Coxheath, ME17 4DH, England

Current directors and secretaries

Name Role Born Appointed
Maurizio Alfieri LLP designated member Jun 1978 11 Jun 2012
INVICTA CORPORATE SERVICES LIMITED Corporate LLP designated member Not published 8 Feb 2012
M&K FINANCE LIMITED Corporate LLP member Not published 16 Sep 2013

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 INVICTA FINANCIAL SERVICES 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.

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Common questions

Frequently asked questions

Is Invicta Financial Planning LLP FCA authorised?
Invicta Financial Planning LLP (FRN 574907) 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 Invicta 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. Invicta Financial Planning LLP (FRN 574907) is an AR of INVICTA FINANCIAL SERVICES LIMITED (FRN 587095). When you use Invicta Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Invicta 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 Invicta Financial Planning?
Protection works through INVICTA FINANCIAL SERVICES LIMITED, the principal firm responsible for Invicta Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Invicta Financial Planning a scam or clone?
Invicta 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 Invicta Financial Planning's Firm Reference Number (FRN)?
Invicta Financial Planning's FRN is 574907. You can verify it on the FCA register.