Hallmark Independent Financial Advisers

Reference number: 180344

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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.

  • No website on the FCA register

  • Phone number

    07971 555897

  • Address

    24 Bayley Lane, Coventry, CV1 5RJ, United Kingdom

In the full report: 2 background checks

  • What kind of line 07971 555897 is
  • Who else gives the postcode CV1 5RJ
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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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (9 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Making arrangements with a view to regulated mortgage contracts
  • 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.

Key dates in its history

Hallmark Independent Financial Advisers’s history from the FCA register and Companies House, newest first.

Key events (4) All events (9)

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

31 October 2001

  • Regulated by the Personal Investment Authority from this date

FCA register

In the full report: all 9 events

  • All 9 events in its history (4 shown here)
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Firms connected to Hallmark Independent Financial Advisers

Other FCA-listed firms that share a director, phone number or address with Hallmark Independent Financial Advisers. 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 Hallmark Independent Financial Advisers

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

In Coventry

Ashleigh Court Private Client Wealth Management LimitedCoventryAuthorisedCircle Financial Services LimitedCoventryAuthorisedCotswold Independent Financial Services LtdCoventryAuthorisedFSJC LtdCoventryAuthorisedJamieson Christie Wealth Management LimitedCoventryAuthorisedOakwood Financial Advisers LimitedCoventryAuthorised

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 Hallmark Independent Financial Advisers

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

  • 2 background checks on its contact details
  • All 9 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Hallmark Independent Financial Advisers FCA authorised?
Yes, Hallmark Independent Financial Advisers (FRN 180344) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Hallmark Independent Financial Advisers’ phone number?
The FCA register lists the phone number 07971 555897 for Hallmark Independent Financial Advisers. If you were given different contact details, use these to check with the firm before going any further.
Is Hallmark Independent Financial Advisers a scam or clone?
Hallmark Independent Financial Advisers 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 Hallmark Independent Financial Advisers?
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 Hallmark Independent Financial Advisers to the Financial Ombudsman Service, free of charge.

Sources and links

The full report on Hallmark Independent Financial Advisers

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