Corient Wealth Planning Limited

Reference number: 562235

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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 corient.com first appeared online, and whether it can receive email
  • What kind of line 020 7087 0000 is, and the 4 other firms that give it
  • Who else gives the postcode SW1Y 4JU
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Other names (5)

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

  • Fleming Family & Partners Wealth Planning Ltd Former name
  • Professional Access Limited Former name
  • STONEHAGE FLEMING WEALTH PLANNING LIMITED Former name
  • FF&P Wealth Planning Former trading name
  • Stonehage Fleming Wealth Planning Former trading 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.
  • 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
  • Credit Broking
  • 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 number
06576995
Company status
Active
Company type
Private limited company
Incorporated
25 April 2008 (18 years old)
Registered office
6 St James's Square, London, SW1Y 4JU, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Susan Jane Hillier Director Aug 1967 13 Feb 2012 3 other companies
Anton Hans Sternberg Director Jan 1966 31 Mar 2022 23 other companies
Gregory William Harris Director Nov 1983 31 Mar 2022 10 other companies
Matthew Christopher Brown Director Aug 1978 20 Oct 2023 None
Kieren Doveton Stuttaford Secretary Not published 1 Feb 2021 –

Other companies run by these 4 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
33
closed down
13
are FCA-registered
4

In the full report: all 33 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 4 on the FCA register
  • The 2 companies these 4 directors run together
  • All 15 people who have ever been directors, with their dates
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Key dates in its history

Corient Wealth Planning’s history from the FCA register and Companies House, newest first.

Key events (11) All events (47)

2026

15 July 2026

  • Changed its registered name from "STONEHAGE FLEMING WEALTH PLANNING LIMITED"

FCA register

4 June 2026

  • Ci Financial Holdings Limited gave up control
  • Corient International Acquisitionco Limited took control (75–100% of shares)

Companies House

1 June 2026

  • Ci Financial Holdings Limited took control (75–100% of shares)

Companies House

2016

10 October 2016

  • Changed its registered name from "Fleming Family & Partners Wealth Planning Ltd"

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

3 May 2012

  • Changed its registered name from "Professional Access Limited"

FCA register

2 April 2012

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

FCA register

31 January 2012

  • Regulated by the Financial Services Authority from this date

FCA register

2008

25 April 2008

  • Incorporated at Companies House

Companies House

In the full report: all 47 events

  • All 47 events in its history (11 shown here)
  • Every director appointment and resignation: 28
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Firms connected to Corient Wealth Planning

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

connected firms
4
share a director
1
share its phone number
4

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (1), the same phone number (4), the same postcode (4)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Corient Wealth Planning

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

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

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 Corient Wealth Planning

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

  • 33 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 47 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Corient Wealth Planning Limited FCA authorised?
Yes, Corient Wealth Planning Limited (FRN 562235) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2012 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Corient Wealth Planning’s phone number and website?
The FCA register lists the phone number 020 7087 0000 and the website corient.com for Corient Wealth 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 4 other FCA firms.
Is Corient Wealth Planning a scam or clone?
Corient Wealth 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 Corient Wealth 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 Corient Wealth Planning to the Financial Ombudsman Service, free of charge.
Who owns Corient Wealth Planning?
Corient Wealth Planning is owned by Corient International Acquisitionco Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 4 June 2026. Before that, it was controlled by Ci Financial Holdings Limited.
Who runs Corient Wealth Planning?
Companies House lists 4 directors of Corient Wealth Planning: Susan Jane Hillier, Anton Hans Sternberg, Gregory William Harris and Matthew Christopher Brown.
How long has Corient Wealth Planning been in business?
The company was formed on 25 April 2008, and has held its current FCA authorisation since April 2012.
Does Corient Wealth Planning use any other names?
It has previously used 5 other names, including Fleming Family & Partners Wealth Planning Ltd, Professional Access Limited and STONEHAGE FLEMING WEALTH PLANNING LIMITED.

Sources and links

The full report on Corient Wealth Planning Limited

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