Milestone FP Ltd

Reference number: 779397

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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
  • Milestone Financial Planning

Company details

From the company's Companies House record.

Company number
04517317
Company status
Active
Company type
Private limited company
Incorporated
22 August 2002 (23 years old)
Registered office
91-97 Saltergate, Chesterfield, S40 1LA, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Michael Heath Director Dec 1982 9 May 2016
Nicholas Evans Director May 1988 24 Feb 2021
Craig Croft-Rayner Director Sep 1981 27 Nov 2023

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.
Show FCA detail (4 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
  • 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.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Start Financial Ltd

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Start Financial Planning

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Common questions

Frequently asked questions

Is Milestone FP Ltd FCA authorised?
Yes, Milestone FP Ltd (FRN 779397) is authorised by the FCA to carry out regulated activities.
Is my money safe with Milestone FP?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Milestone FP to the Financial Ombudsman Service, free of charge.
Is Milestone FP a scam or clone?
Milestone FP 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 Milestone FP's Firm Reference Number (FRN)?
Milestone FP's FRN is 779397. You can verify it on the FCA register.