Primary Financial Planning Ltd

Reference number: 732493

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

The FCA register does not name a principal for this firm.

What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Primary Financial Planning Ltd (FRN 732493) is listed as an appointed representative, but the register does not show its principal firm here. Find the principal on the FCA register before dealing with this firm.
  • Example: if you take financial advice from Primary Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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.

  • No website on the FCA register

  • Verified phone number

    07398 222957

  • Verified address

    30 Lombard Street, London, EC3V 9BQ, United Kingdom

Company details

From the company's Companies House record.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company name
PRIMARY FINANCIAL PLANNING LIMITED
Company number
09632836
Company status
Active
Company type
Private limited company
Incorporated
10 June 2015 (11 years old)
Registered office
35 Grafton Way, London, W1T 5DB, England
Nature of business
  • Activities of mortgage finance companies (SIC 64922)
  • Activities of insurance agents and brokers (SIC 66220)

Current directors and secretaries

Name Role Born Appointed
Ashleigh Halit Director Mar 1980 10 Jun 2015

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

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 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
  • Ashleigh Green
  • Ashleigh Green Financial The Financial Advice Specialist

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Common questions

Frequently asked questions

Is Primary Financial Planning Ltd FCA authorised?
Primary Financial Planning Ltd (FRN 732493) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Primary Financial Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Primary Financial Planning Ltd (FRN 732493) is listed as an appointed representative, but the register does not show its principal firm here. Find the principal on the FCA register before dealing with this firm. Example: if you take financial advice from Primary Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with Primary Financial Planning?
Protection works through the principal firm responsible for Primary Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Primary Financial Planning a scam or clone?
Primary 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 Primary Financial Planning's Firm Reference Number (FRN)?
Primary Financial Planning's FRN is 732493. You can verify it on the FCA register.