TRILOGY FINANCIAL PLANNING LTD

Reference number: 843149

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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
11998592
Company status
Active
Company type
Private limited company
Incorporated
16 May 2019 (7 years old)
Registered office
Yew Tree Cottage, Hazeley Bottom, Hartley Wintney, Hampshire, RG27 8LU, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Victoria Jane Joiner Director Apr 1979 16 May 2019
Nicola Unadkat Director Aug 1973 22 May 2020

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.

    Check your FSCS cover →

Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • 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.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Trilogy Financial Planning Limited

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Common questions

Frequently asked questions

Is TRILOGY FINANCIAL PLANNING LTD FCA authorised?
Yes, TRILOGY FINANCIAL PLANNING LTD (FRN 843149) is authorised by the FCA to carry out regulated activities.
Is my money safe with TRILOGY FINANCIAL PLANNING?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about TRILOGY FINANCIAL PLANNING to the Financial Ombudsman Service, free of charge.
Is TRILOGY FINANCIAL PLANNING a scam or clone?
TRILOGY 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 TRILOGY FINANCIAL PLANNING's Firm Reference Number (FRN)?
TRILOGY FINANCIAL PLANNING's FRN is 843149. You can verify it on the FCA register.