UHY Financial Planning Limited

Reference number: 447764

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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
03430854
Company status
Active
Company type
Private limited company
Incorporated
8 September 1997 (28 years old)
Registered office
Suite E2, The Octagon, 2nd Floor Middleborough, Colchester, CO1 1TG, England
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Neela Chauhan Director Feb 1965 11 Mar 2020
Subarna Banerjee Director Apr 1972 11 Mar 2020
Jake Millard Secretary Not published 27 Feb 2026

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 →

  • 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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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • 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.

  • UHY Financial Planning (Midlands) Limited

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Common questions

Frequently asked questions

Is UHY Financial Planning Limited FCA authorised?
Yes, UHY Financial Planning Limited (FRN 447764) is authorised by the FCA to carry out regulated activities.
Is my money safe with UHY Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about UHY Financial Planning to the Financial Ombudsman Service, free of charge.
Is UHY Financial Planning a scam or clone?
UHY 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 UHY Financial Planning's Firm Reference Number (FRN)?
UHY Financial Planning's FRN is 447764. You can verify it on the FCA register.