SDB Strategic Planners Limited

Reference number: 116337

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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.

Also trades as
  • Courtiers

Company details

From the company's Companies House record.

Company number
01849083
Company status
Active
Company type
Private limited company
Incorporated
18 September 1984 (41 years old)
Registered office
18 Hart Street, Henley-On-Thames, RG9 2AU, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Current directors and secretaries

Name Role Born Appointed
James Stewart Shepperd Director Feb 1966 11 Mar 2020
Gary Derek Reynolds Director May 1957 11 Mar 2020

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · 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 →

  • 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.
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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
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • SDB Strategic Planners Limited will not accept, without the prior written consent of the Authority, any new clients, or any new client money or custody assets, from new clients.
    1. SDB Strategic Planners Limited (SDB) will not accept, without the prior written consent of the Authority, any new clients, or any new client money or custody assets, from new clients. This applies from the date of this VREQ. 2. Paragraph 1 does not apply to the acceptance of new client monies or custody assets from existing clients and / or third parties by SDB as a result of or in relation to the following: a. Existing clients re-investing the investment gains or redemption proceeds from sale of an existing asset, where this does not require the acceptance of new client money or custody assets from the client; b. Existing clients making contributions to existing ISAs and pensions prior to 5 April 2024; c. Existing clients continuing to make ongoing contributions to an investment product under an arrangement which predates this notice; d. Receipt of dividends or coupons; e. Rights issues; f. Corporate actions including maturing bonds; g. Settlement of trades instructed but not yet settled as at the date of the requirements; and h. Margin calls and movements associated with open trades and positions. 3. For the avoidance of doubt, paragraph 1 does include any new clients who onboarded with another entity listed in the Courtiers Group after the date of the VREQ, i.e. a new customer at another entity cannot be onboarded and transferred to SDB after the date of the VREQ. 4. SDB will not proactively cancel or substantially change any ongoing service arrangements already in place with clients as at the date of this VREQ, other than where clients are being moved to Courtiers Investment Services Ltd (FRN 124995). 5. SDB will notify the FCA at the earliest opportunity of the governing body’s decision to begin any wind down process for the firm.
  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Stuart D. Bryant Limited
  • The SDB Group Limited

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
  • The SDB Group

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Common questions

Frequently asked questions

Is SDB Strategic Planners Limited FCA authorised?
Yes, SDB Strategic Planners Limited (FRN 116337) is authorised by the FCA to carry out regulated activities.
Is my money safe with SDB Strategic Planners?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about SDB Strategic Planners to the Financial Ombudsman Service, free of charge.
Is SDB Strategic Planners a scam or clone?
SDB Strategic Planners 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 SDB Strategic Planners's Firm Reference Number (FRN)?
SDB Strategic Planners's FRN is 116337. You can verify it on the FCA register.