Consilium Financial Planning Limited

Reference number: 196475

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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 consiliumfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01462 421775 is
  • Who else gives the postcode SG4 9SP
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Other names (1)

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

  • EZI UK Limited Former name

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 (11 permissions)
  • Acting as a CBTL advisor
  • 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
04170547
Company status
Active
Company type
Private limited company
Incorporated
1 March 2001 (25 years old)
Registered office
Portmill House, Portmill Lane, Hitchin, Hertfordshire, SG5 1DJ
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Kevin Thomas Morgan Director Jul 1959 1 Mar 2001 8 other companies

Other companies run by its director

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
8
closed down
2
still active
6

In the full report: all 8 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (7) All events (11)

2016

6 April 2016

  • Kevin Thomas Morgan took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

6 April 2004

  • Changed its registered name from "EZI UK Limited"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

16 August 2001

  • Regulated by the Personal Investment Authority from this date

FCA register

1 March 2001

  • Incorporated at Companies House

Companies House

In the full report: all 11 events

  • All 11 events in its history (7 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Consilium Financial Planning

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Consilium Financial Planning

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

In Hitchin

Cranbourne Financial LimitedHitchinAuthorisedGMT Financial Solutions LimitedHitchinAuthorisedHilborne House LtdHitchinAuthorisedKamal UddinHitchinAuthorisedLytton Financial LimitedHitchinAuthorisedNott Pybus & Associates LimitedHitchinAuthorised

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 Consilium Financial Planning

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

  • 8 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 11 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Consilium Financial Planning Limited FCA authorised?
Yes, Consilium Financial Planning Limited (FRN 196475) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Consilium Financial Planning’s phone number and website?
The FCA register lists the phone number 01462 421775 and the website consiliumfp.co.uk for Consilium Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Consilium Financial Planning a scam or clone?
Consilium 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 Consilium 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 Consilium Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Consilium Financial Planning?
Companies House lists one person with significant control of Consilium Financial Planning: Mr Kevin Thomas Morgan (75–100% of shares).
Who runs Consilium Financial Planning?
Companies House lists one director of Consilium Financial Planning: Kevin Thomas Morgan.
How long has Consilium Financial Planning been in business?
The company was formed on 1 March 2001, and has held its current FCA authorisation since December 2001.
Does Consilium Financial Planning use any other names?
It has previously used the name EZI UK Limited.

Sources and links

The full report on Consilium Financial Planning Limited

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