Ferrier Financial Planning Limited

Reference number: 912552

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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.
  • Ferrier Financial Planning Limited (FRN 912552) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Ferrier Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Ferrier 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 ferrierfinancialplanning.co.uk first appeared online, and whether it can receive email
  • What kind of line 07766 166967 is
  • Who else gives the postcode WR15 8QY
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Other names (1)

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

  • Charlie Ferrier 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.

Companies House record

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

Company number
16457029
Company status
Active
Company type
Private limited company
Incorporated
19 May 2025 (1 year old)
Registered office
Upper House Upper House, Hanley Childe, Tenbury Wells, Worcestershire, WR15 8QY, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Charles Patrick John Ferrier Director Mar 1968 19 May 2025 None
Emma Victoria Wynne Ferrier Director Nov 1969 19 May 2025 3 other companies

Other companies run by these 2 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
3
closed down
2
still active
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Key dates in its history

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

Key events (4) All events (8)

2025

3 July 2025

  • Changed its registered name from "Charlie Ferrier"

FCA register

19 May 2025

  • Incorporated at Companies House
  • Charles Patrick John Ferrier became the majority owner (50–75% of shares)

Companies House

2019

22 August 2019

  • Became an appointed representative

FCA register

In the full report: all 8 events

  • All 8 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms like Ferrier Financial Planning

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

In the Worcester (WR) postcode area

Abacus Research LLPMalvernAppointed representativeAdrian YatesWorcesterAppointed representativeBlue Sky Finance LimitedPershoreAppointed representativeDeborah WaltierSolihullAppointed representativeFeldon Wealth Management LimitedWorcesterAppointed representativeFresh Approach Financial Planning LimitedMalvernAppointed 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 Ferrier Financial Planning

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 8 events in its history

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Frequently asked questions about this firm

Is Ferrier Financial Planning Limited FCA authorised?
Ferrier Financial Planning Limited (FRN 912552) 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 Ferrier 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. Ferrier Financial Planning Limited (FRN 912552) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Ferrier Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Ferrier 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 Ferrier Financial Planning’s phone number and website?
The FCA register lists the phone number 07766 166967 and the website ferrierfinancialplanning.co.uk for Ferrier Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Ferrier Financial Planning a scam or clone?
Ferrier 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 Ferrier Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Ferrier Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Ferrier Financial Planning?
Companies House lists one person with significant control of Ferrier Financial Planning: Mr Charles Patrick John Ferrier (50–75% of shares).
Who runs Ferrier Financial Planning?
Companies House lists 2 directors of Ferrier Financial Planning: Charles Patrick John Ferrier and Emma Victoria Wynne Ferrier.
How long has Ferrier Financial Planning been in business?
The company was formed on 19 May 2025.
Does Ferrier Financial Planning use any other names?
It has previously used the name Charlie Ferrier.

Sources and links

The full report on Ferrier Financial Planning Limited

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