C S Financial Planning Limited

Reference number: 958360

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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 csfinancialplanning.co.uk first appeared online, and whether it can receive email
  • What kind of line 01606 74248 is
  • Who else gives the postcode CW8 4DU
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FCA permissions and consumer protection

  • 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 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (14 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • 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) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

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
07060621
Company status
Active
Company type
Private limited company
Incorporated
29 October 2009 (16 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard Douglas Sidebottom Director Aug 1968 29 Oct 2009 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
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Key dates in its history

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

Key events (6) All events (11)

2022

1 April 2022

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2017

27 February 2017

  • Lynsey Jane Carter stopped being a part-owner

Companies House

2016

6 April 2016

  • Lynsey Jane Carter became a part-owner (25–50% of shares)
  • Richard Douglas Sidebottom took control (75–100% of shares)

Companies House

2009

29 October 2009

  • Incorporated at Companies House

Companies House

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms like C S Financial Planning

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

In Northwich

Burfield Financial Planning LimitedNorthwichAuthorisedCrs Consultants LimitedNorthwichAuthorisedHodgson Barrow (Financial Services) LimitedNorthwichAuthorisedMurray Smith Financial Services LimitedNorthwichAuthorisedPlan-IT Financial Solutions LtdNorthwichAuthorisedPlatinum Financial Services LimitedNorthwichAuthorised

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 C S 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 11 events in its history

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Frequently asked questions about this firm

Is C S Financial Planning Limited FCA authorised?
Yes, C S Financial Planning Limited (FRN 958360) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2022 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is C S Financial Planning’s phone number and website?
The FCA register lists the phone number 01606 74248 and the website csfinancialplanning.co.uk for C S Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is C S Financial Planning a scam or clone?
C S 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 C S Financial Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about C S Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns C S Financial Planning?
Companies House lists one person with significant control of C S Financial Planning: Mr Richard Douglas Sidebottom (75–100% of shares). Before that, it was controlled by Ms Lynsey Jane Carter.
Who runs C S Financial Planning?
Companies House lists one director of C S Financial Planning: Richard Douglas Sidebottom.
How long has C S Financial Planning been in business?
The company was formed on 29 October 2009, and has held its current FCA authorisation since April 2022.

Sources and links

The full report on C S Financial Planning Limited

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