Exhale Financial Planning Limited

Reference number: 1033397

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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

Sense Network Limited Reference number: 465124 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.
  • Exhale Financial Planning Limited (FRN 1033397) is an AR of Sense Network Limited (FRN 465124). When you use Exhale Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Exhale 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 exhalefinancialplanning.co.uk first appeared online, and whether it can receive email
  • What kind of line 01743 623410 is
  • Who else gives the postcode SY1 1UW
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Sense Network 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.

Firms connected to Exhale Financial Planning

Other FCA-listed firms that share a director, phone number or address with Exhale 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 Exhale Financial Planning

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

In Shrewsbury

2020 Financial Advice LimitedShrewsburyAppointed representativeBelvidere Financial LtdShrewsburyAppointed representativeClaire HughesShrewsburyAppointed representativeDarwin Wealth Management LtdShrewsburyAppointed representativeEde Financial LtdShrewsburyAppointed representativeHiggs Financial Solutions LimitedShrewsburyAppointed 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 Exhale 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
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Exhale Financial Planning Limited FCA authorised?
Exhale Financial Planning Limited (FRN 1033397) 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 Exhale 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. Exhale Financial Planning Limited (FRN 1033397) is an AR of Sense Network Limited (FRN 465124). When you use Exhale Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Exhale 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 Exhale Financial Planning’s phone number and website?
The FCA register lists the phone number 01743 623410 and the website exhalefinancialplanning.co.uk for Exhale Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Exhale Financial Planning a scam or clone?
Exhale 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 Exhale Financial Planning?
Protection works through Sense Network Limited, the principal firm responsible for Exhale Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Sources and links

The full report on Exhale Financial Planning Limited

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