Adamson Financial Planning LTD
Reference number: 926971
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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.
- Appointed for 6 years
- Protected through the principal
- No FCA actions
- Active company since 2020
- 1 thing worth a closer look in the background checks
Responsible principal firm
M&G ADVICE PARTNERS LIMITED Reference number: 584256 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.
- Adamson Financial Planning LTD (FRN 926971) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Adamson Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Adamson 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.
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Phone number
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Address
96 Ewesley Road, Sunderland, Tyne and Wear, SR4 7RJ, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When mandgadvice.com first appeared online, and whether it can receive email
- What kind of line 07827 981767 is
- Who else gives the postcode SR4 7RJ
FCA permissions and consumer protection
- Protection through the principal firmProtection works through M&g Advice Partners 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, freeYou 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
- 12588509 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 6 May 2020 (6 years old)
- Registered office
- 96 Ewesley Road High Barnes, Sunderland, SR4 7RJ, United Kingdom
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Richard Adamson | Director | Dec 1977 | 6 May 2020 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- Both people who have been directors, with their dates
Key dates in its history
Adamson Financial Planning’s history from the FCA register and Companies House, newest first.
2020
29 May 2020
- Became an appointed representative
FCA register
6 May 2020
- Incorporated at Companies House
- Carol Louise Adamson became a part-owner (25–50% of shares)
- Richard Adamson became a part-owner (25–50% of shares)
Companies House
In the full report: all 7 events
- All 7 events in its history (4 shown here)
- Every director appointment and resignation: 3
Firms like Adamson Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Sunderland
Advanced IFA LtdSunderlandAppointed representativeBen HughesSunderlandAppointed representativeCity Financial Solutions LimitedSunderlandAppointed representativeGKB Financial Planning LtdSunderlandAppointed representativeMark McNally Wealth Management LimitedSunderlandAppointed representativeMatlock Wealth Management LimitedSunderlandAppointed 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 Adamson 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, 1 flagged
- All 7 events in its history
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Frequently asked questions about this firm
Is Adamson Financial Planning LTD FCA authorised?
Adamson Financial Planning LTD (FRN 926971) 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 Adamson 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. Adamson Financial Planning LTD (FRN 926971) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Adamson Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Adamson 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 Adamson Financial Planning’s phone number and website?
The FCA register lists the phone number 07827 981767 and the website mandgadvice.com/partners/adamson-financial-planning for Adamson Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Adamson Financial Planning a scam or clone?
Adamson 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 Adamson Financial Planning?
Protection works through M&g Advice Partners Limited, the principal firm responsible for Adamson Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Adamson Financial Planning?
Companies House lists 2 people with significant control of Adamson Financial Planning: Mr Richard Adamson (25–50% of shares) and Mrs Carol Louise Adamson (25–50% of shares).
Who runs Adamson Financial Planning?
Companies House lists one director of Adamson Financial Planning: Richard Adamson.
How long has Adamson Financial Planning been in business?
The company was formed on 6 May 2020.
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk