PLANHAPPY INVESTMENT MANAGEMENT LTD
Reference number: 833492
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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.
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Verified website
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Verified phone number
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Verified address
Joslin Rhodes, The Planning Rooms, Unit 6, Wellington Court, Preston Farm Business Park, Stockton-on-Tees, TS18 3TA, United Kingdom
- PlanHappy Platform
Company details
From the company's Companies House record.
- Company number
- 09511883
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 26 March 2015 (11 years old)
- Registered office
- The Planning Rooms Wellington Court, Preston Farm Business Park, Stockton-On-Tees, TS18 3TA, England
- Nature of business
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- Other activities auxiliary to insurance and pension funding (SIC 66290)
- Fund management activities (SIC 66300)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Neil Parker | Director | Jan 1974 | 26 Mar 2015 |
| Jeay Kinghan | Director | Jan 1985 | 1 Jul 2024 |
Activities and protection
What they can do, and how you are protected
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Lend or arrange credit No FSCS coverConsumer 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
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Dealing in investments as agent
- Debt-counselling
- Making arrangements with a view to transactions in investments
- Managing investments
Limits on what they may do
- This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
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.
- PlanHappy Investment Management Limited
Names it no longer trades under
This firm has retired 2 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
- Joslin Rhodes Pension & Retirement Planning
- Joslin Rhodes (Update & Improve)
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