The Retirement Desk Limited

Reference number: 689851

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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.

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.
  • The Retirement Desk Limited (FRN 689851) is an AR of DAVID WILLIAMS I F A LIMITED (FRN 530750). When you use The Retirement Desk's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from The Retirement Desk, 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.

  • No website on the FCA register

  • Verified phone number

    01604 621302

  • Verified address

    5 Waterside Way, Northampton, Northamptonshire, NN4 7XD, United Kingdom

Company details

From the company's Companies House record.

Company number
09501184
Company status
Active
Company type
Private limited company
Incorporated
20 March 2015 (11 years old)
Registered office
5 Waterside Way, Northampton, NN4 7XD, England
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Nicholas David Beal Director Dec 1970 20 Mar 2015
Michaela Louise Martin Director Nov 1977 20 Mar 2015
Lisa Jane O'Beirne Director Dec 1974 20 Mar 2015
Stephen John Watson Womack Director Sep 1969 1 Nov 2023

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through DAVID WILLIAMS I F A 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.

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Common questions

Frequently asked questions

Is The Retirement Desk Limited FCA authorised?
The Retirement Desk Limited (FRN 689851) 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 The Retirement Desk?
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. The Retirement Desk Limited (FRN 689851) is an AR of DAVID WILLIAMS I F A LIMITED (FRN 530750). When you use The Retirement Desk's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from The Retirement Desk, 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 The Retirement Desk?
Protection works through DAVID WILLIAMS I F A LIMITED, the principal firm responsible for The Retirement Desk's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is The Retirement Desk a scam or clone?
The Retirement Desk 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 The Retirement Desk's Firm Reference Number (FRN)?
The Retirement Desk's FRN is 689851. You can verify it on the FCA register.