M&H FINANCIAL PLANNING LIMITED
Reference number: 710745
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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.
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Verified website
mercerhole.co.uk/services/financial-planning (opens in a new tab)
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Verified phone number
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Verified address
Mercer & Hole, 3 Lombard Street, London, City Of London, EC3V 9AA, United Kingdom
- Mercer & Hole Financial Planning
Company details
From the company's Companies House record.
- Company number
- 09585846
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 12 May 2015 (11 years old)
- Registered office
- 72 London Road, St Albans, Hertfordshire, AL1 1NS, England
- Nature of business
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- Accounting and auditing activities (SIC 69201)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Iain Paul Muffitt | Director | Feb 1971 | 12 May 2015 |
| Gillian Lesley Tallon | Director | Jun 1960 | 12 May 2015 |
| Helen Claire Barbara Price | Director | Dec 1979 | 27 Oct 2017 |
| Mark Stephen Cassidy | Director | Jan 1969 | 1 Jul 2026 |
| Gillian Lesley Tallon | Secretary | Not published | 11 Aug 2017 |
Activities and protection
What they can do, and how you are protected
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Lend or arrange credit No FSCS coverConsumer 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
- Credit Broking
- 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
Action taken against them
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