Willow Financial Planning Limited

Reference number: 577482

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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
07907502
Company status
Active
Company type
Private limited company
Incorporated
12 January 2012 (14 years old)
Registered office
453 Southchurch Road, Southend-On-Sea, Essex, SS1 2PH, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Aaron John Mears Director Aug 1969 12 Jan 2012
Charlotte Louise Pranjivan Director Oct 1984 21 Dec 2018
Paul Andrew Stafford Director Jul 1966 21 Dec 2018

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.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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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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 one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • RDP Financial Services Limited

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Common questions

Frequently asked questions

Is Willow Financial Planning Limited FCA authorised?
Yes, Willow Financial Planning Limited (FRN 577482) is authorised by the FCA to carry out regulated activities.
Is my money safe with Willow Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Willow Financial Planning to the Financial Ombudsman Service, free of charge.
Is Willow Financial Planning a scam or clone?
Willow 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 Willow Financial Planning's Firm Reference Number (FRN)?
Willow Financial Planning's FRN is 577482. You can verify it on the FCA register.