PERSONAL FINANCIAL PLANNING LIMITED

Reference number: 184595

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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.

  • Verified phone number

    01270 759786

  • Verified address

    Personal Financial Planning Ltd, 6 Whiteside, Station Road, Holmes Chapel, Crewe, Cheshire East, CW4 8AA, United Kingdom

Company details

From the company's Companies House record.

Company number
03836346
Company status
Active
Company type
Private limited company
Incorporated
6 September 1999 (26 years old)
Registered office
Unit 6, Whiteside, Station Road, Holmes Chapel, Cheshire, CW4 8AA, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Richard Jon Cropper Director Feb 1972 17 Jan 2000
Lesley Young Secretary Not published 6 Sep 1999

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.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Dealing in investments as agent
  • Debt-counselling
  • 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 PERSONAL FINANCIAL PLANNING LIMITED FCA authorised?
Yes, PERSONAL FINANCIAL PLANNING LIMITED (FRN 184595) is authorised by the FCA to carry out regulated activities.
Is my money safe with PERSONAL FINANCIAL PLANNING?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about PERSONAL FINANCIAL PLANNING to the Financial Ombudsman Service, free of charge.
Is PERSONAL FINANCIAL PLANNING a scam or clone?
PERSONAL 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 PERSONAL FINANCIAL PLANNING's Firm Reference Number (FRN)?
PERSONAL FINANCIAL PLANNING's FRN is 184595. You can verify it on the FCA register.