Union Financial Planning Ltd

Reference number: 953926

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No longer an appointed representative

This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 1 July 2021.

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

  • Last known phone number

    01905 600228

  • Last known address

    2nd Floor Independence House, 16 Queen Street, Worcester, Worcestershire, WR1 2PL, United Kingdom

Also trades as
  • Union Lifestyle Financial Planning

Company details

From the company's Companies House record.

Company number
12465787
Company status
Active
Company type
Private limited company
Incorporated
17 February 2020 (6 years old)
Registered office
16 Queen Street, 2nd Floor Independence House, Worcester, Worcestershire, WR1 2PL, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Philip Andrew Knowles Director Dec 1957 17 Feb 2020

Check on the FCA register → Report a scam →

Activities and protection

What the record covers, and how you are protected

  • The record is closed
    Cover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.

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 Union Financial Planning Ltd FCA authorised?
No. Union Financial Planning Ltd (FRN 953926) is still listed on the FCA register, but the record is closed: no longer an appointed representative.
Is my money safe with Union Financial Planning?
Money you handed over while it was authorised generally keeps its protection: FSCS covers firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading. New business with Union Financial Planning has no cover, because it is no longer permitted to carry it out.
Is Union Financial Planning a scam or clone?
Union Financial Planning is not currently authorised by the FCA. Be cautious and verify any firm on the FCA register before dealing with it.
What is Union Financial Planning's Firm Reference Number (FRN)?
Union Financial Planning's FRN is 953926. You can verify it on the FCA register.