Crossfield Financial Planning

Reference number: 613268

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Crossfield Financial Planning (FRN 613268) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Crossfield Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Crossfield 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.

In the full report: 3 background checks

  • When carlcrossfield.co.uk first appeared online, and whether it can receive email
  • What kind of line 07590 803800 is
  • Who else gives the postcode YO30 1AG
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Other names (1)

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

  • Carl Crossfield Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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.

Key dates in its history

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

2014

15 October 2014

  • Changed its registered name from "Carl Crossfield"

FCA register

16 January 2014

  • Became an appointed representative

FCA register

Firms like Crossfield Financial Planning

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

In York

Capin Partners LLPYorkAppointed representativeCherry Tree Financial LTDYorkAppointed representativeCMM Wealth Management LtdYorkAppointed representativeFewell Wealth Management LimitedYorkAppointed representativeFortus Wealth Management LimitedYorkAppointed representativeFulcrum Financial LtdYorkAppointed 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 Crossfield Financial Planning

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

  • 3 background checks on its contact details

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Frequently asked questions about this firm

Is Crossfield Financial Planning FCA authorised?
Crossfield Financial Planning (FRN 613268) 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 Crossfield 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. Crossfield Financial Planning (FRN 613268) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Crossfield Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Crossfield 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 Crossfield Financial Planning’s phone number and website?
The FCA register lists the phone number 07590 803800 and the website carlcrossfield.co.uk for Crossfield Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Crossfield Financial Planning a scam or clone?
Crossfield 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 Crossfield Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Crossfield Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Crossfield Financial Planning use any other names?
It has previously used the name Carl Crossfield.

Sources and links

The full report on Crossfield Financial Planning

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