Coote Financial Planning Ltd

Reference number: 1047124

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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

Quilter Financial Services Limited Reference number: 440703 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.
  • Coote Financial Planning Ltd (FRN 1047124) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Coote Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Coote 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

    07492 372275

  • Address

    9 Maple Close, The Bryn, Pontllanfraith, Blackwood, Caerphilly, NP12 2PH, United Kingdom

In the full report: 2 background checks

  • What kind of line 07492 372275 is
  • Who else gives the postcode NP12 2PH
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Other names (1)

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

  • Coote FP Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services 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, 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.

Companies House record

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

Company number
16792866
Company status
Active
Company type
Private limited company
Incorporated
17 October 2025 (1 year old)
Registered office
C/O Gryson House The Grove, Pontllanfraith, Blackwood, NP12 2EQ, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Lewis John Coote Director Sep 1988 17 Oct 2025 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

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

Key events (3) All events (6)

2025

13 December 2025

  • Became an appointed representative

FCA register

17 October 2025

  • Incorporated at Companies House
  • Lewis John Coote took control (75–100% of shares)

Companies House

In the full report: all 6 events

  • All 6 events in its history (3 shown here)
  • Every director appointment and resignation: 1
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Firms like Coote Financial Planning

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

In Blackwood

Argoed Wealth Management LtdBlackwoodAppointed representativeBridgewood Independent Financial Advice LtdBlackwoodAppointed representativeIWM Wealth Management LtdBlackwoodNo longer authorisedWise Wealth Management LtdBlackwoodAppointed 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 Coote 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
  • 2 background checks on its contact details
  • All 6 events in its history

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Frequently asked questions about this firm

Is Coote Financial Planning Ltd FCA authorised?
Coote Financial Planning Ltd (FRN 1047124) 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 Coote 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. Coote Financial Planning Ltd (FRN 1047124) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Coote Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Coote 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 Coote Financial Planning’s phone number?
The FCA register lists the phone number 07492 372275 for Coote Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Coote Financial Planning a scam or clone?
Coote 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 Coote Financial Planning?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Coote Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Coote Financial Planning?
Companies House lists one person with significant control of Coote Financial Planning: Mr Lewis John Coote (75–100% of shares).
Who runs Coote Financial Planning?
Companies House lists one director of Coote Financial Planning: Lewis John Coote.
How long has Coote Financial Planning been in business?
The company was formed on 17 October 2025.
Does Coote Financial Planning use any other names?
It trades as Coote FP.

Sources and links

The full report on Coote Financial Planning Ltd

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