Perceptive Planning Limited

Reference number: 534666

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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.

Company details

From the company's Companies House record.

Company number
06923012
Company status
Active
Company type
Private limited company
Incorporated
3 June 2009 (17 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
Philip Leonard Billingham Director Feb 1961 3 Jun 2009
Shannon Dorothy Currie Director Nov 1971 3 Jun 2009
Eleanor Maureen Clark Director Sep 1972 19 Jul 2021
Shannon Dorothy Currie Secretary Not published 3 Jun 2009

Check on the FCA register → Report a scam →

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.

    Check your FSCS cover →

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.

Names it no longer trades under

This firm has retired 4 trading names. 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 names
  • 57 North Financial Planning
  • O&M Pension Advice
  • World Citizens
  • World Citizens Financial Planning

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Common questions

Frequently asked questions

Is Perceptive Planning Limited FCA authorised?
Yes, Perceptive Planning Limited (FRN 534666) is authorised by the FCA to carry out regulated activities.
Is my money safe with Perceptive Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Perceptive Planning to the Financial Ombudsman Service, free of charge.
Is Perceptive Planning a scam or clone?
Perceptive 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 Perceptive Planning's Firm Reference Number (FRN)?
Perceptive Planning's FRN is 534666. You can verify it on the FCA register.