Fiducia Comprehensive Financial Planning Limited

Reference number: 209570

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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

Openwork Limited Reference number: 408285 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.
  • Fiducia Comprehensive Financial Planning Limited (FRN 209570) is an AR of Openwork Limited (FRN 408285). When you use Fiducia Comprehensive Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Fiducia Comprehensive 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.

  • No website on the FCA register

  • Phone number

    01636 614012

  • Address

    The Fiducia Group, Aura Business Centre, Manners Road, Newark, Notts, NG24 1BS, United Kingdom

In the full report: 2 background checks

  • What kind of line 01636 614012 is
  • Who else gives the postcode NG24 1BS
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Other names (8)

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

  • Fiducia Comprehensive Financial Planning Former name
  • Fiducia Comprehensive Financial Planning Ltd Former name
  • Fiducia Group Former trading name
  • Fiducia Mortgage Solutions Former trading name
  • Grantham Town Financial Services Former trading name
  • Pilgrims Financial Services Former trading name
  • Stags Financial Services Former trading name
  • The Solicitors Bureau Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Openwork 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.

Companies House record

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

Company number
05623999
Company status
Active
Company type
Private limited company
Incorporated
15 November 2005 (20 years old)
Registered office
Aura Business Centre, Manners Road, Newark, Nottinghamshire, NG24 1BS, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Marcus John Steven Grimshaw Director Apr 1971 1 Dec 2005 17 other companies
Anthony Robert Scott Director Jun 1965 1 Dec 2005 5 other companies
Anthony Robert Scott Secretary Not published 1 Apr 2006 –

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
17
closed down
7
are FCA-registered
3

In the full report: all 17 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
  • The 3 on the FCA register
  • The 5 companies these 2 directors run together
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£564k

+149% from £226k

Cash at bank

£4,485

+303% from £1,112

Employees (average)

9

Same as 9

Owed within a year

£338k

+35% from £250k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 05623999. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

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

Key events (9) All events (26)

2023

29 March 2023

  • Anthony Scott stopped being a part-owner
  • Fiducia Group Holdings Limited took control (75–100% of shares)
  • Marcus John Steven Grimshaw stopped being a part-owner

Companies House

2016

15 November 2016

  • Anthony Scott became a part-owner (25–50% of shares)
  • Marcus John Steven Grimshaw became a part-owner (25–50% of shares)

Companies House

2007

22 March 2007

  • Changed its registered name from "Fiducia Comprehensive Financial Planning"

FCA register

2006

24 November 2006

  • Changed its registered name from "Fiducia Comprehensive Financial Planning Ltd"

FCA register

2005

15 November 2005

  • Incorporated at Companies House

Companies House

2002

4 February 2002

  • Became an appointed representative

FCA register

In the full report: all 26 events

  • All 26 events in its history (9 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Fiducia Comprehensive Financial Planning

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

connected firms
2
share a director
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2), the same postcode (2)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Fiducia Comprehensive Financial Planning

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

In the Nottingham (NG) postcode area

Adrian WrightNottinghamAppointed representativeAlexander Green & Partners LtdSouthwellAppointed representativeAltitude Financial Solutions LtdNottinghamAppointed representativeAndrew Bramley LimitedWest BridgfordAppointed representativeAndrew OrwinNottinghamAppointed representativeAnuj DalNottinghamAppointed 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 Fiducia Comprehensive Financial Planning

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

  • 17 other companies its directors have run, named
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 26 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Fiducia Comprehensive Financial Planning Limited FCA authorised?
Fiducia Comprehensive Financial Planning Limited (FRN 209570) 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 Fiducia Comprehensive 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. Fiducia Comprehensive Financial Planning Limited (FRN 209570) is an AR of Openwork Limited (FRN 408285). When you use Fiducia Comprehensive Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Fiducia Comprehensive 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 Fiducia Comprehensive Financial Planning’s phone number?
The FCA register lists the phone number 01636 614012 for Fiducia Comprehensive Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Fiducia Comprehensive Financial Planning a scam or clone?
Fiducia Comprehensive 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 Fiducia Comprehensive Financial Planning?
Protection works through Openwork Limited, the principal firm responsible for Fiducia Comprehensive Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Fiducia Comprehensive Financial Planning?
Fiducia Comprehensive Financial Planning is owned by Fiducia Group Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 29 March 2023. Before that, it was controlled by Mr Marcus John Steven Grimshaw and Mr Anthony Scott.
Who runs Fiducia Comprehensive Financial Planning?
Companies House lists 2 directors of Fiducia Comprehensive Financial Planning: Marcus John Steven Grimshaw and Anthony Robert Scott.
How long has Fiducia Comprehensive Financial Planning been in business?
The company was formed on 15 November 2005.
What do Fiducia Comprehensive Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £564k (+149% from £226k) and cash at bank of £4,485 (+303% from £1,112).
Does Fiducia Comprehensive Financial Planning use any other names?
It has previously used 8 other names, including Fiducia Comprehensive Financial Planning, Fiducia Comprehensive Financial Planning Ltd and Fiducia Group.

Sources and links

The full report on Fiducia Comprehensive Financial Planning Limited

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