R&S Associates Financial Planning Limited

Reference number: 827417

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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
09763763
Company status
Active
Company type
Private limited company
Incorporated
5 September 2015 (10 years old)
Registered office
Hfmc House, New Road, Weybridge, Surrey, KT13 9BW, United Kingdom
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Mark Ellis Waller Director Jan 1973 16 Jan 2023
John Nicolas Jeremy Hoyland Director Sep 1958 16 Jan 2023
Ross Hamilton Ibbotson Director Feb 1976 16 Jan 2023
Philip Richard Patient Director Oct 1975 16 Jan 2023
James Roberts Director Jul 1976 24 Jul 2025
Lee Paris Secretary Not published 24 Jan 2025

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 →

Show FCA detail (4 permissions)
  • 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
  • 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

Action taken against them

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Common questions

Frequently asked questions

Is R&S Associates Financial Planning Limited FCA authorised?
Yes, R&S Associates Financial Planning Limited (FRN 827417) is authorised by the FCA to carry out regulated activities.
Is my money safe with R&S Associates Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about R&S Associates Financial Planning to the Financial Ombudsman Service, free of charge.
Is R&S Associates Financial Planning a scam or clone?
R&S Associates 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 R&S Associates Financial Planning's Firm Reference Number (FRN)?
R&S Associates Financial Planning's FRN is 827417. You can verify it on the FCA register.