Azets Financial Planning Limited

Reference number: 526955

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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

Fidelius Ltd Reference number: 188615 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.
  • Azets Financial Planning Limited (FRN 526955) is an AR of Fidelius Ltd (FRN 188615). When you use Azets Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Azets 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.

  • No website on the FCA register

  • Phone number

    0345 241 6500

  • Address

    Greenwood House, 91-99 New London Road, Chelmsford, Essex, CM2 0PP, United Kingdom

In the full report: 2 background checks

  • What kind of line 0345 241 6500 is, and the 2 other firms that give it
  • Who else gives the postcode CM2 0PP
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Other names (7)

If you were contacted under any of these names, it is this firm.

  • Azets Mortgages Trading name
  • Baldwins Financial Planning Trading name
  • WK Financial Planning Trading name
  • Fidelius Client Services Ltd Former name
  • Wilkins Kennedy Wealth Management Ltd Former name
  • WK Financial Planning Limited Former name
  • WK Financial Planning Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Fidelius Ltd, 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.

Key dates in its history

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

Key events (5) All events (11)

2021

15 January 2021

  • Changed its registered name from "WK Financial Planning Limited"

FCA register

2015

9 January 2015

  • Changed its registered name from "WK Financial Planning Ltd"

FCA register

2014

14 January 2014

  • Changed its registered name from "Fidelius Client Services Ltd"

FCA register

2013

24 October 2013

  • Changed its registered name from "Wilkins Kennedy Wealth Management Ltd"

FCA register

2010

1 July 2010

  • Became an appointed representative

FCA register

In the full report: all 11 events

  • All 11 events in its history (5 shown here)
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Firms connected to Azets Financial Planning

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

connected firms
2
share its phone number
2

In the full report: all 2 connected firms, named

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

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

In Chelmsford

Blue Badger Financial LimitedChelmsfordAppointed representativeCanonium Financial LimitedChelmsfordAppointed representativeDelta Wealth Management (Chelmsford) LimitedChelmsfordAppointed representativeFrank Medcalf Business Consultant LtdChelmsfordAppointed representativeGuidestone Wealth Management LimitedChelmsfordAppointed representativeIntellego Financial Planning LtdChelmsfordAppointed 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 Azets Financial Planning

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

  • 2 background checks on its contact details
  • All 11 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Azets Financial Planning Limited FCA authorised?
Azets Financial Planning Limited (FRN 526955) 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 Azets 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. Azets Financial Planning Limited (FRN 526955) is an AR of Fidelius Ltd (FRN 188615). When you use Azets Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Azets 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 Azets Financial Planning’s phone number?
The FCA register lists the phone number 0345 241 6500 for Azets Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is Azets Financial Planning a scam or clone?
Azets 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 Azets Financial Planning?
Protection works through Fidelius Ltd, the principal firm responsible for Azets Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Azets Financial Planning use any other names?
It trades as Azets Mortgages, Baldwins Financial Planning and WK Financial Planning. It has previously used 4 other names, including Fidelius Client Services Ltd, Wilkins Kennedy Wealth Management Ltd and WK Financial Planning Limited.

Sources and links

The full report on Azets Financial Planning Limited

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