Positive Independent Financial Planning Limited

Reference number: 958154

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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
05492767
Company status
Active
Company type
Private limited company
Incorporated
28 June 2005 (21 years old)
Registered office
12 Stoke Park Road, Stoke Bishop, Bristol, BS9 1LF, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Activities of insurance agents and brokers (SIC 66220)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Matthew Edward Burman Director Sep 1976 28 Jun 2005
Hazel Marie Burman Director Jul 1975 4 Jan 2022
Hazel Marie Burman Secretary Not published 28 Jun 2005

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.

Check your FSCS cover →

Show FCA detail (10 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • 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.

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.

  • Positive Solutions Independent Financial Planning Limited

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Common questions

Frequently asked questions

Is Positive Independent Financial Planning Limited FCA authorised?
Yes, Positive Independent Financial Planning Limited (FRN 958154) is authorised by the FCA to carry out regulated activities.
Is my money safe with Positive Independent Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Positive Independent Financial Planning to the Financial Ombudsman Service, free of charge.
Is Positive Independent Financial Planning a scam or clone?
Positive Independent 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 Positive Independent Financial Planning's Firm Reference Number (FRN)?
Positive Independent Financial Planning's FRN is 958154. You can verify it on the FCA register.