Secure Financial Planning Ltd

Reference number: 1021074

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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.
  • Secure Financial Planning Ltd (FRN 1021074) 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 Secure 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.

  • Verified website

    securefp.co.uk

  • Verified phone number

    01908 151984

  • Verified address

    Secure Financial Planning, VT93 Interchange Business Centre, Howard Way, Interchange Park, Newport Pagnell, Milton Keynes, MK16 9PY, United Kingdom

Also trades as
  • Secure FP

Company details

From the company's Companies House record.

Company number
15793307
Company status
Active
Company type
Private limited company
Incorporated
21 June 2024 (2 years old)
Registered office
Interchange Business Centre Howard Way, Interchange Park, Newport Pagnell, MK16 9PY, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Kalpesh Savdas Director Dec 1981 21 Jun 2024
Manisha Savdas Director Oct 1982 21 Jun 2024

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.

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Common questions

Frequently asked questions

Is Secure Financial Planning Ltd FCA authorised?
Secure Financial Planning Ltd (FRN 1021074) 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 Secure 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. Secure Financial Planning Ltd (FRN 1021074) 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 Secure 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 Secure Financial Planning?
Protection works through the principal firm responsible for Secure Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Secure Financial Planning a scam or clone?
Secure 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 Secure Financial Planning's Firm Reference Number (FRN)?
Secure Financial Planning's FRN is 1021074. You can verify it on the FCA register.