PAUL BARNFIELD FINANCIAL PLANNING LTD

Reference number: 604713

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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.

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.
  • PAUL BARNFIELD FINANCIAL PLANNING LTD (FRN 604713) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use PAUL BARNFIELD FINANCIAL PLANNING's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from PAUL BARNFIELD 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

    07730 352703

  • Verified address

    3 Aconite Close, Wick St Lawrence, Weston-super-mare, Avon, BS22 9TW, United Kingdom

Company details

From the company's Companies House record.

Company name
PAUL BARNFIELD FINANCIAL PLANNING LIMITED
Company number
08576078
Company status
Active
Company type
Private limited company
Incorporated
19 June 2013 (13 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Paul David Barnfield Director Feb 1969 19 Jun 2013
Sharon Barnfield Director Mar 1964 19 Jun 2013

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through Vision Independent Financial Planning Ltd, 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 PAUL BARNFIELD FINANCIAL PLANNING LTD FCA authorised?
PAUL BARNFIELD FINANCIAL PLANNING LTD (FRN 604713) 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 PAUL BARNFIELD 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. PAUL BARNFIELD FINANCIAL PLANNING LTD (FRN 604713) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use PAUL BARNFIELD FINANCIAL PLANNING's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from PAUL BARNFIELD 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 PAUL BARNFIELD FINANCIAL PLANNING?
Protection works through Vision Independent Financial Planning Ltd, the principal firm responsible for PAUL BARNFIELD FINANCIAL PLANNING's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is PAUL BARNFIELD FINANCIAL PLANNING a scam or clone?
PAUL BARNFIELD 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 PAUL BARNFIELD FINANCIAL PLANNING's Firm Reference Number (FRN)?
PAUL BARNFIELD FINANCIAL PLANNING's FRN is 604713. You can verify it on the FCA register.