MDC Financial Planning Limited

Reference number: 934745

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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

Greystone Financial Services Limited Reference number: 154622 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.
  • MDC Financial Planning Limited (FRN 934745) is an AR of Greystone Financial Services Limited (FRN 154622). When you use MDC Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from MDC 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

    0161 927 7222

  • Verified address

    Foundation House, 5 Scott Drive, Altrincham, Greater Manchester, WA15 8AB, United Kingdom

Company details

From the company's Companies House record.

Company number
12864108
Company status
Active
Company type
Private limited company
Incorporated
8 September 2020 (5 years old)
Registered office
25 Grosvenor Road, Wrexham, LL11 1BT, Wales
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Anthony Joel Lewis Director Aug 1971 8 Sep 2020

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 Greystone 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 MDC Financial Planning Limited FCA authorised?
MDC Financial Planning Limited (FRN 934745) 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 MDC 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. MDC Financial Planning Limited (FRN 934745) is an AR of Greystone Financial Services Limited (FRN 154622). When you use MDC Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from MDC 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 MDC Financial Planning?
Protection works through Greystone Financial Services Limited, the principal firm responsible for MDC Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is MDC Financial Planning a scam or clone?
MDC 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 MDC Financial Planning's Firm Reference Number (FRN)?
MDC Financial Planning's FRN is 934745. You can verify it on the FCA register.