The Right Retirement Plan Limited

Reference number: 956923

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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 Right Retirement Plan Limited (FRN 956923) is an AR of The Right Mortgage Limited (FRN 649443). When you use The Right Retirement Plan's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from The Right Retirement Plan, 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

    01564 791120

  • Verified address

    70 St. Johns Close, Knowle, Solihull, West Midlands, B93 0NH, United Kingdom

Also trades as 11 other names
  • Hirstwood FS
  • Secure Choice
  • Stamford UK Financial
  • Stone & Sage
  • The Protection Mum
  • The Right Advice
  • The Right Advice Bromsgrove
  • The Right Advice Collindale
  • The Right Advice Cumbria (Bulman Pollard)
  • The Right Packager
  • The Right Protection

Company details

From the company's Companies House record.

Company number
13502665
Company status
Active
Company type
Private limited company
Incorporated
9 July 2021 (5 years old)
Registered office
70 St. Johns Close, Knowle, Solihull, B93 0NH, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Current directors and secretaries

Name Role Born Appointed
Martin Gregory Wilson Director Oct 1959 9 Jul 2021
Kevin John Dennis Director Mar 1974 1 Aug 2021
Sam Edward Clark Director Mar 1995 1 Nov 2021
Amy Marion Garry Director Jul 1994 4 Nov 2021
Jade Michelle Ann Mitchell Director Jun 1987 15 Aug 2023

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through The Right Mortgage 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 4 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
  • Landmark Mortgage Services
  • Marchington White Financial Planning
  • Simplified Equity Release
  • Strictly Mortgages

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Common questions

Frequently asked questions

Is The Right Retirement Plan Limited FCA authorised?
The Right Retirement Plan Limited (FRN 956923) 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 Right Retirement Plan?
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 Right Retirement Plan Limited (FRN 956923) is an AR of The Right Mortgage Limited (FRN 649443). When you use The Right Retirement Plan's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from The Right Retirement Plan, 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 Right Retirement Plan?
Protection works through The Right Mortgage Limited, the principal firm responsible for The Right Retirement Plan's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is The Right Retirement Plan a scam or clone?
The Right Retirement Plan 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 Right Retirement Plan's Firm Reference Number (FRN)?
The Right Retirement Plan's FRN is 956923. You can verify it on the FCA register.