UGALDE & SON LIMITED

Reference number: 981396

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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.

Responsible principal firm

Ecclesiastical Planning Services Limited Reference number: 958152 Authorised View firm →
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.
  • UGALDE & SON LIMITED (FRN 981396) is an AR of Ecclesiastical Planning Services Limited (FRN 958152). When you use UGALDE & SON's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from UGALDE & SON, 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

    01579 343168

  • Verified address

    Trelawney House, Heathlands Industrial Estate, Liskeard, Cornwall, PL14 4DH, United Kingdom

Also trades as
  • Ugalde and Son
  • Ugalde & Son Funeral Directors

Company details

From the company's Companies House record.

Company number
06270617
Company status
Active
Company type
Private limited company
Incorporated
6 June 2007 (19 years old)
Registered office
Trelawney House, Heathlands Road, Liskeard, Cornwall, PL14 4DH, United Kingdom
Nature of business
  • Funeral and related activities (SIC 96030)

Current directors and secretaries

Name Role Born Appointed
Bryan Trelawney Ugalde Director Mar 1967 6 Jun 2007
Lilian Ann Ugalde Director Jul 1940 6 Jun 2007
Richard Clyve Ugalde Director Apr 1974 6 Jun 2007
Bryan Trelawney Ugalde Secretary Not published 6 Jun 2007

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through Ecclesiastical Planning Services 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.

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.

  • Ugalde and Son Ltd

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Common questions

Frequently asked questions

Is UGALDE & SON LIMITED FCA authorised?
UGALDE & SON LIMITED (FRN 981396) 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 UGALDE & SON?
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. UGALDE & SON LIMITED (FRN 981396) is an AR of Ecclesiastical Planning Services Limited (FRN 958152). When you use UGALDE & SON's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from UGALDE & SON, 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 UGALDE & SON?
Protection works through Ecclesiastical Planning Services Limited, the principal firm responsible for UGALDE & SON's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is UGALDE & SON a scam or clone?
UGALDE & SON 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 UGALDE & SON's Firm Reference Number (FRN)?
UGALDE & SON's FRN is 981396. You can verify it on the FCA register.