Simple Solutions Financial Management Ltd

Reference number: 511977

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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
  • Simple Solutions Financial Planning

Company details

From the company's Companies House record.

Company number
06920858
Company status
Active
Company type
Private limited company
Incorporated
2 June 2009 (17 years old)
Registered office
The Base, Dallam Lane, Warrington, Cheshire, WA2 7NG, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Richard Declan Wernham Director Feb 1990 21 Jul 2022
Charlotte Wernham Director Nov 1992 2 Jan 2026

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

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 Simple Solutions Financial Management Ltd FCA authorised?
Yes, Simple Solutions Financial Management Ltd (FRN 511977) is authorised by the FCA to carry out regulated activities.
Is my money safe with Simple Solutions Financial Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Simple Solutions Financial Management to the Financial Ombudsman Service, free of charge.
Is Simple Solutions Financial Management a scam or clone?
Simple Solutions Financial Management 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 Simple Solutions Financial Management's Firm Reference Number (FRN)?
Simple Solutions Financial Management's FRN is 511977. You can verify it on the FCA register.