Self Financial Planners Limited

Reference number: 136758

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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
  • Self
  • Self Chartered Financial Planners

Company details

From the company's Companies House record.

Company number
01333235
Company status
Active
Company type
Private limited company
Incorporated
10 October 1977 (48 years old)
Registered office
48 Cygnet Court, Timothy's Bridge Road, Stratford-Upon-Avon, CV37 9NW, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
William Roger James Self Director Feb 1969 3 Mar 2000
Victor Geoffrey Flavell Matts Director May 1955 4 Jul 2022
Lesley Ann Mcleod Secretary Not published 3 Jan 2023

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.

Check your FSCS cover →

Show FCA detail (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • 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

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.

  • Roger Self Life & Pension Brokers Limited
  • Roger Self Limited

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Common questions

Frequently asked questions

Is Self Financial Planners Limited FCA authorised?
Yes, Self Financial Planners Limited (FRN 136758) is authorised by the FCA to carry out regulated activities.
Is my money safe with Self Financial Planners?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Self Financial Planners to the Financial Ombudsman Service, free of charge.
Is Self Financial Planners a scam or clone?
Self Financial 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 Self Financial Planners's Firm Reference Number (FRN)?
Self Financial Planners's FRN is 136758. You can verify it on the FCA register.