Accolade Financial Planning Ltd

Reference number: 1039109

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Quilter Financial Services Limited Reference number: 440703 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.
  • Accolade Financial Planning Ltd (FRN 1039109) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Accolade Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Accolade Financial Planning, 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.

Website, phone number and address

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.

In the full report: 3 background checks

  • When accoladefp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07341 851631 is
  • Who else gives the postcode RH15 9LR
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial 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 Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
16460004
Company status
Active
Company type
Private limited company
Incorporated
19 May 2025 (1 year old)
Registered office
Premier House, 46 Victoria Road, Burgess Hill, West Sussex, RH15 9LR, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Elisa Marie Baker Director Oct 1978 19 May 2025 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

Accolade Financial Planning’s history from the FCA register and Companies House, newest first.

2025

9 August 2025

  • Became an appointed representative

FCA register

19 May 2025

  • Incorporated at Companies House
  • Elisa Marie Baker took control (75–100% of shares)
  • Elisa Marie Baker appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Accolade Financial Planning

Other FCA-listed firms that share a director, phone number or address with Accolade Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Accolade Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Burgess Hill

Bonnett Wealth Management LimitedBurgess HillAppointed representativeGlass Lake Finance LimitedBurgess HillAppointed representativeRussell MarleyBurgess HillAppointed representativeSaunders Wealth Management LimitedBurgess HillAppointed representativeSterling Financial Wealth LimitedBurgess HillAppointed representativeWellesley Financial Services LimitedBurgess HillAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Accolade Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • All 4 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Accolade Financial Planning Ltd FCA authorised?
Accolade Financial Planning Ltd (FRN 1039109) 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 Accolade Financial Planning?
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. Accolade Financial Planning Ltd (FRN 1039109) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Accolade Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Accolade Financial Planning, 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.
What is Accolade Financial Planning’s phone number and website?
The FCA register lists the phone number 07341 851631 and the website accoladefp.co.uk for Accolade Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Accolade Financial Planning a scam or clone?
Accolade Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Accolade Financial Planning?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Accolade Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Accolade Financial Planning?
Companies House lists one person with significant control of Accolade Financial Planning: Miss Elisa Marie Baker (75–100% of shares).
Who runs Accolade Financial Planning?
Companies House lists one director of Accolade Financial Planning: Elisa Marie Baker.
How long has Accolade Financial Planning been in business?
The company was formed on 19 May 2025.

Sources and links

The full report on Accolade Financial Planning Ltd

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