RTS Financial Planning Limited

Reference number: 772054

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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
10619163
Company status
Active
Company type
Private limited company
Incorporated
14 February 2017 (9 years old)
Registered office
Luminous House, 300 South Row, Milton Keynes, MK9 2FR, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Carl Roberts Director Jun 1983 14 Feb 2017
Karen Jean Roberts Director May 1984 5 Dec 2017
Carl Roberts Secretary Not published 14 Feb 2017

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 P2P agreements
  • 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
  • Providing basic advice on stakeholder products

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.

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Common questions

Frequently asked questions

Is RTS Financial Planning Limited FCA authorised?
Yes, RTS Financial Planning Limited (FRN 772054) is authorised by the FCA to carry out regulated activities.
Is my money safe with RTS Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about RTS Financial Planning to the Financial Ombudsman Service, free of charge.
Is RTS Financial Planning a scam or clone?
RTS 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 RTS Financial Planning's Firm Reference Number (FRN)?
RTS Financial Planning's FRN is 772054. You can verify it on the FCA register.