Simpli Financial Solutions Ltd

Reference number: 726327

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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 18 other names
  • Abbeygate Mortgage Solutions
  • Caledonian Financial Solutions
  • Equity Release Advice Bureau
  • HME ELITE
  • Jackson Financial Solutions
  • Newman Street Financial Services
  • OHARA FINANCIAL
  • Quayside Mortgage Group
  • R A Mortgages
  • Safehands-Financial
  • Silvergate
  • Simpli Financial Solutions-Cumbernauld
  • Simpli Financial Solutions-Wolverhampton
  • Simpli North East
  • Simpli North West
  • Simpli Watford
  • Solution21
  • The Mortgage Matrix

Company details

From the company's Companies House record.

Company number
09648462
Company status
Active
Company type
Private limited company
Incorporated
19 June 2015 (11 years old)
Registered office
The Business And Innovation Centre Wearfield, Sunderland Enterprise Park, Sunderland, Tyne And Wear, SR5 2TJ, United Kingdom
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Current directors and secretaries

Name Role Born Appointed
Robert Frederick Penman Director Jun 1958 19 Jun 2015
Deborah Reynolds Secretary Not published 19 Jun 2015

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 · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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.

Check your FSCS cover →

Show FCA detail (16 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home purchase plan
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home purchase plan
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home purchase plan
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to 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 one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • PIA Financial Planning Ltd

Names it no longer trades under

This firm has retired 23 trading names. 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 names
  • Abbeygate Financial Planning
  • Abbeygate Mortgage Solutons
  • Abbeygate Property Finance
  • Cardigan Stag
  • CASRAD
  • CASRAD Mortgage Services
  • Covered With Glitter
  • EDGEHILL PROPERTY FINANCE
  • Glitter
  • Hearthstone Mortgages
  • JH Advisory
  • Monzur Mortgage and Protection
  • My Glitter
  • NextGen Finance
  • P.I.A. Financial Planning
  • R A Mortgage Solutions
  • Silvergate Mortgages
  • Simpli Financial Planning
  • Simpli Financial Solutions-Wolverhaampton
  • Simpli FS
  • Veritas Financial Solutions
  • Wintons Mortgages
  • Zhoosh Health

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Common questions

Frequently asked questions

Is Simpli Financial Solutions Ltd FCA authorised?
Yes, Simpli Financial Solutions Ltd (FRN 726327) is authorised by the FCA to carry out regulated activities.
Is my money safe with Simpli Financial Solutions?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Simpli Financial Solutions to the Financial Ombudsman Service, free of charge.
Is Simpli Financial Solutions a scam or clone?
Simpli Financial Solutions 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 Simpli Financial Solutions's Firm Reference Number (FRN)?
Simpli Financial Solutions's FRN is 726327. You can verify it on the FCA register.