Syndaxi Financial Planning Ltd

Reference number: 187064

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Best Practice IFA Group Limited Reference number: 223112 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Syndaxi Financial Planning Ltd (FRN 187064) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Syndaxi Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Syndaxi Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • 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.

Also trades as
  • Black Hay Financial Planning
  • Pertinent Benefits
  • Syndaxi Financial Planners

Company details

From the company's Companies House record.

Company name
SYNDAXI FINANCIAL PLANNING LIMITED
Company number
03531063
Company status
Active
Company type
Private limited company
Incorporated
19 March 1998 (28 years old)
Registered office
Birchin Court, 20 Birchin Lane, London, EC3V 9DU, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Life insurance (SIC 65110)

Current directors and secretaries

Name Role Born Appointed
Robert John Reid Director Feb 1956 19 Mar 1998
Robert John Reid Secretary Not published 12 Sep 2019

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 Best Practice IFA Group Limited, 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.

Names it no longer trades under

This firm has retired 3 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
  • Pertinent Chartered Financial Planners
  • Raymond James Financial Planning
  • Syndaxi Chartered Financial Planners

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Common questions

Frequently asked questions

Is Syndaxi Financial Planning Ltd FCA authorised?
Syndaxi Financial Planning Ltd (FRN 187064) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Syndaxi Financial Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Syndaxi Financial Planning Ltd (FRN 187064) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Syndaxi Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Syndaxi Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. 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 Syndaxi Financial Planning?
Protection works through Best Practice IFA Group Limited, the principal firm responsible for Syndaxi Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Syndaxi Financial Planning a scam or clone?
Syndaxi Financial 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 Syndaxi Financial Planning's Firm Reference Number (FRN)?
Syndaxi Financial Planning's FRN is 187064. You can verify it on the FCA register.