True CFP Limited
Reference number: 482278
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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.
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No website on the FCA register
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Verified phone number
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Verified address
5 St. Marys Place, Bury, Greater Manchester, BL9 0DZ, United Kingdom
- True Chartered Financial Planners
Company details
From the company's Companies House record.
- Company number
- 05998745
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 15 November 2006 (19 years old)
- Registered office
- 5 St Marys Place, Bury, Lancashire, BL9 0DZ
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
- Other activities auxiliary to insurance and pension funding (SIC 66290)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Julia Bentham | Director | Jun 1972 | 15 Aug 2008 |
| Simon John Baxendale | Director | Dec 1962 | 30 Nov 2009 |
Activities and protection
What they can do, and how you are protected
- Give regulated advice FSCS may applyA 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 applyEligible 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 · Arrange equity release FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Show FCA detail (15 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on a home reversion plan
- 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) a home reversion plan
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to a home reversion plan
- Making arrangements with a view to regulated mortgage contracts
- 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 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- Pierce Wealth Management Limited
- True Financial Planning Limited
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