Medical Wealthcare Planning Limited

Reference number: 921710

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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.

  • No website on the FCA register

  • Verified phone number

    0151 222 1010

  • Verified address

    101 Moss Lane, Maghull, Liverpool, Sefton, L31 9AF, United Kingdom

Company details

From the company's Companies House record.

Company number
04395777
Company status
Active
Company type
Private limited company
Incorporated
15 March 2002 (24 years old)
Registered office
1 Fisher Lane, Bingham, Nottingham, NG13 8BQ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Allan Norman Mather Director Dec 1963 4 Feb 2020
Valerie Ann Mayor Secretary Not published 2 Oct 2004

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.
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  • 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
  • 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 Medical Wealthcare Planning Limited FCA authorised?
Yes, Medical Wealthcare Planning Limited (FRN 921710) is authorised by the FCA to carry out regulated activities.
Is my money safe with Medical Wealthcare Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Medical Wealthcare Planning to the Financial Ombudsman Service, free of charge.
Is Medical Wealthcare Planning a scam or clone?
Medical Wealthcare 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 Medical Wealthcare Planning's Firm Reference Number (FRN)?
Medical Wealthcare Planning's FRN is 921710. You can verify it on the FCA register.