TRILLIUM FINANCIAL PLANNING LTD.

Reference number: 196304

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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.

Company details

From the company's Companies House record.

Company number
04158423
Company status
Active
Company type
Private limited company
Incorporated
12 February 2001 (25 years old)
Registered office
7a Alkmaar Way, Norwich, NR6 6BF, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Current directors and secretaries

Name Role Born Appointed
Jason Richard Howard Director Aug 1970 31 Oct 2022
Antony Peter Howard Director Jul 1972 31 Oct 2022

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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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

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Show FCA detail (9 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Restriction on activities relating to Non-Standard Assets
    Trillium Financial Planning Ltd (“the Firm”) applies under section 55(L)(5)(a) of the Financial Services and Markets Act 2000 (FSMA) for the Financial Conduct Authority (FCA) to impose the following requirements (Requirements) on the Part 4A permission of the Firm as set out in the terms below. Requirement 1 1. The firm must not, without the prior written consent of the Authority, carry on any activities relating to non-standard assets (other than VCTs, EISs and ITSs). Definitions “the firm” refers to Trillium Financial Planning Ltd “FCA” refers to the Financial Conduct Authority “Non-Standard Asset” means an asset that does not meet the FCA definition of “Standard Asset”. A “Standard Asset” is one that is capable of being accurately and fairly valued on an ongoing basis and readily realisable within 30 days, whenever required. Valuations should be undertaken in accordance with the generally accepted standards used in the relevant sector of the asset. “VCT” refers to a company which is, or which is seeking to become, approved as a venture capital trust under section 842AA of the Income and Corporation Taxes Act 1988. “EIS” refers to an arrangement, specified in paragraph 2 of the Schedule to the Financial Services and Markets Act 2000 (Collective Investment Schemes) Order 2001 (SI 2001/1062), which is in summary: an arrangement in relation to EIS shares that would have been a collective investment scheme if the scheme arrangements had not provided that: (a) the operator will, so far as practicable, make investments which, subject to each participant's individual circumstances, qualify for relief under Chapter III of Part VII of the Income and Corporation Taxes Act 1988; and (b) the minimum subscription to the arrangements by each participant must be not less than £2,000. “ITS” refers to an Inheritance Tax Scheme which qualifies for Business Relief under the Finance Act 1976. These Requirements shall take immediate effect upon acceptance by the Authority and written communication by the Authority of its acceptance of the Requirements to the firm and remain in force unless and until varied or cancelled by the Authority (either on the application of Trillium Financial Planning Ltd or of the Authority’s own volition).

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 TRILLIUM FINANCIAL PLANNING LTD. FCA authorised?
Yes, TRILLIUM FINANCIAL PLANNING LTD. (FRN 196304) is authorised by the FCA to carry out regulated activities.
Is my money safe with TRILLIUM FINANCIAL PLANNING?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about TRILLIUM FINANCIAL PLANNING to the Financial Ombudsman Service, free of charge.
Is TRILLIUM FINANCIAL PLANNING a scam or clone?
TRILLIUM 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 TRILLIUM FINANCIAL PLANNING's Firm Reference Number (FRN)?
TRILLIUM FINANCIAL PLANNING's FRN is 196304. You can verify it on the FCA register.