Portcullis Financial Planning Limited

Reference number: 506044

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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
06113368
Company status
Active
Company type
Private limited company
Incorporated
19 February 2007 (19 years old)
Registered office
10 Greenbox Weston Hall Road, Stoke Prior, Bromsgrove, B60 4AL, England
Nature of business
  • Life insurance (SIC 65110)
  • Pension funding (SIC 65300)

Current directors and secretaries

Name Role Born Appointed
Oliver Charles Brown Director Sep 1980 3 Dec 2019
Alan Frederick Beaney Director Aug 1957 3 Dec 2019
Glenn John Meyer Director Jun 1959 3 Dec 2019
Neil Michael Whelan Director Dec 1978 3 Dec 2019
Robert Michael Blount Director Jan 1978 1 Nov 2021

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 →

  • 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 Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • 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.

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
  • Brian Vallely & Co Investment Management

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Common questions

Frequently asked questions

Is Portcullis Financial Planning Limited FCA authorised?
Yes, Portcullis Financial Planning Limited (FRN 506044) is authorised by the FCA to carry out regulated activities.
Is my money safe with Portcullis Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Portcullis Financial Planning to the Financial Ombudsman Service, free of charge.
Is Portcullis Financial Planning a scam or clone?
Portcullis 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 Portcullis Financial Planning's Firm Reference Number (FRN)?
Portcullis Financial Planning's FRN is 506044. You can verify it on the FCA register.