Falcon Financial Planning Limited

Reference number: 953556

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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 falconfp.com first appeared online, and whether it can receive email
  • What kind of line 07952 846726 is
  • Who else gives the postcode RH12 4PR
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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.
  • 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 P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • 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
05599722
Company status
Active
Company type
Private limited company
Incorporated
21 October 2005 (21 years old)
Registered office
2 Wellesley Parade, Godstone Road, Whyteleafe, Surrey, CR3 0BL
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan Elliott Director Feb 1961 21 Oct 2005 None
Shaun Patrick Rogers Secretary Not published 1 Feb 2006 –

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Key dates in its history

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

Key events (6) All events (11)

2021

3 December 2021

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

12 February 2021

  • Graham Thornton stopped being a part-owner

Companies House

2016

6 April 2016

  • Graham Thornton became a part-owner (25–50% of shares)
  • Jonathan Elliott took control (75–100% of shares)

Companies House

2005

21 October 2005

  • Incorporated at Companies House

Companies House

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms like Falcon Financial Planning

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

In West Sussex

Charlton Wealth Management LimitedWest SussexAuthorisedFirst Avenue Financial LtdWest SussexAuthorisedVaultier7 LLPWest SussexAppointed 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 Falcon 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
  • 3 background checks on its contact details
  • All 11 events in its history

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Frequently asked questions about this firm

Is Falcon Financial Planning Limited FCA authorised?
Yes, Falcon Financial Planning Limited (FRN 953556) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Falcon Financial Planning’s phone number and website?
The FCA register lists the phone number 07952 846726 and the website falconfp.com for Falcon Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Falcon Financial Planning a scam or clone?
Falcon 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 Falcon 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 Falcon Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Falcon Financial Planning?
Companies House lists one person with significant control of Falcon Financial Planning: Jonathan Elliott (75–100% of shares). Before that, it was controlled by Mr Graham Thornton.
Who runs Falcon Financial Planning?
Companies House lists one director of Falcon Financial Planning: Jonathan Elliott.
How long has Falcon Financial Planning been in business?
The company was formed on 21 October 2005, and has held its current FCA authorisation since December 2021.

Sources and links

The full report on Falcon Financial Planning Limited

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