Soteria Planning Limited

Reference number: 999314

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Introducer appointed representative

This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.

The FCA register does not name a principal for this firm.

What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Soteria Planning Limited (FRN 999314) is listed as an introducer appointed representative, but the register does not show its principal firm here. Check the FCA register before sharing your details.
  • Example: if Soteria Planning refers you to a financial adviser, the advice should come from the principal firm, not from Soteria Planning itself.
  • 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.

Company details

From the company's Companies House record.

Company number
10670009
Company status
Active
Company type
Private limited company
Incorporated
14 March 2017 (9 years old)
Registered office
Stylus House, London Road, Bracknell, RG12 2UT, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Jamie Colin Shepherd Director Jan 1989 14 Mar 2017
Michael Robson Director Sep 1982 17 Dec 2023

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 Soteria Planning Limited FCA authorised?
Soteria Planning Limited (FRN 999314) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Soteria Planning?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Soteria Planning Limited (FRN 999314) is listed as an introducer appointed representative, but the register does not show its principal firm here. Check the FCA register before sharing your details. Example: if Soteria Planning refers you to a financial adviser, the advice should come from the principal firm, not from Soteria Planning itself. 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 Soteria Planning?
Protection works through the principal firm responsible for Soteria Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Soteria Planning a scam or clone?
Soteria 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 Soteria Planning's Firm Reference Number (FRN)?
Soteria Planning's FRN is 999314. You can verify it on the FCA register.