Yates Financial Planning Ltd

Reference number: 188812

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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.

  • No website on the FCA register

  • Verified phone number

    07920 100003

  • Verified address

    36 Oulton Avenue, Sale, Greater Manchester, M33 2WA, United Kingdom

Company details

From the company's Companies House record.

Company number
03653019
Company status
Active
Company type
Private limited company
Incorporated
20 October 1998 (27 years old)
Registered office
36 Oulton Avenue, Sale, M33 2WA, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
David Simon Williamson Director Nov 1966 4 Nov 1998
Joanne Melanie Williamson Director Nov 1970 1 Dec 2023
David Simon Williamson Secretary Not published 13 Sep 2016

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 →

Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • 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.

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Common questions

Frequently asked questions

Is Yates Financial Planning Ltd FCA authorised?
Yes, Yates Financial Planning Ltd (FRN 188812) is authorised by the FCA to carry out regulated activities.
Is my money safe with Yates Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Yates Financial Planning to the Financial Ombudsman Service, free of charge.
Is Yates Financial Planning a scam or clone?
Yates 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 Yates Financial Planning's Firm Reference Number (FRN)?
Yates Financial Planning's FRN is 188812. You can verify it on the FCA register.