Capital Managers Financial Planning Ltd

Reference number: 1040243

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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.

  • No website on the FCA register

  • Phone number

    0141 222 2322

  • Address

    Capital Managers Financial Planning Ltd, 80 Berkeley Street, Glasgow, G3 7DS, United Kingdom

In the full report: 2 background checks

  • What kind of line 0141 222 2322 is, and the other firm that gives it
  • Who else gives the postcode G3 7DS
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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.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action

Companies House record

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

Company status
Active
Company type
Private limited company
Incorporated
21 May 2025 (1 year old)
Registered office
80 Berkeley Street, Glasgow, G3 7DS, Scotland
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Keith Hamish Miller Director Jun 1971 21 May 2025 1 other company
David Paterson Walker Director Oct 1970 21 May 2025 3 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
3
closed down
2
run together
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
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Key dates in its history

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

2026

1 June 2026

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
  • Became authorised by the FCA

FCA register

2025

21 May 2025

  • Incorporated at Companies House
  • David Paterson Walker became a part-owner (25–50% of shares)
  • Keith Hamish Miller became a part-owner (25–50% of shares)

Companies House

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
  • Every director appointment and resignation: 2
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Firms connected to Capital Managers Financial Planning

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

connected firms
2
no longer authorised
1
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: the same phone number (1), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Capital Managers Financial Planning

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

In Glasgow

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 Capital Managers Financial Planning

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

  • 3 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 10 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Capital Managers Financial Planning Ltd FCA authorised?
Yes, Capital Managers Financial Planning Ltd (FRN 1040243) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2026 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Capital Managers Financial Planning’s phone number?
The FCA register lists the phone number 0141 222 2322 for Capital Managers 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 one other FCA firm.
Is Capital Managers Financial Planning a scam or clone?
Capital Managers 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 Capital Managers 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 Capital Managers Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Capital Managers Financial Planning?
Companies House lists 2 people with significant control of Capital Managers Financial Planning: Mr Keith Hamish Miller (25–50% of shares) and Mr David Paterson Walker (25–50% of shares).
Who runs Capital Managers Financial Planning?
Companies House lists 2 directors of Capital Managers Financial Planning: Keith Hamish Miller and David Paterson Walker.
How long has Capital Managers Financial Planning been in business?
The company was formed on 21 May 2025, and has held its current FCA authorisation since June 2026.

Sources and links

The full report on Capital Managers Financial Planning Ltd

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