Step-By-Step Financial Planners Limited

Reference number: 524966

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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
  • Marygold & Co.

Company details

From the company's Companies House record.

Company number
07220022
Company status
Active
Company type
Private limited company
Incorporated
12 April 2010 (16 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Matthew Barnet Parden Director Feb 1969 20 May 2024

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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (9 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • 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.

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Common questions

Frequently asked questions

Is Step-By-Step Financial Planners Limited FCA authorised?
Yes, Step-By-Step Financial Planners Limited (FRN 524966) is authorised by the FCA to carry out regulated activities.
Is my money safe with Step-By-Step Financial Planners?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Step-By-Step Financial Planners to the Financial Ombudsman Service, free of charge.
Is Step-By-Step Financial Planners a scam or clone?
Step-By-Step 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 Step-By-Step Financial Planners's Firm Reference Number (FRN)?
Step-By-Step Financial Planners's FRN is 524966. You can verify it on the FCA register.