Hillcrest Financial Planning Ltd

Reference number: 1035224

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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

M&G ADVICE PARTNERS LIMITED Reference number: 584256 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.
  • Hillcrest Financial Planning Ltd (FRN 1035224) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Hillcrest Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Hillcrest 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

    07910 854361

  • Address

    Unit 6, Trinity Place, Midland Drive, Sutton Coldfield, Birmingham, B72 1TX, United Kingdom

In the full report: 2 background checks

  • What kind of line 07910 854361 is
  • Who else gives the postcode B72 1TX
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through M&g Advice Partners 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
16394902
Company status
Active
Company type
Private limited company
Incorporated
17 April 2025 (1 year old)
Registered office
6 Trinity Place, Midland Drive, Sutton Coldfield, West Midlands, B72 1TX, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
James Robin David Place Director Mar 2001 17 Apr 2025 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

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

2025

9 June 2025

  • Became an appointed representative

FCA register

17 April 2025

  • Incorporated at Companies House
  • James Robin David Place took control (75–100% of shares)
  • James Robin David Place appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Hillcrest Financial Planning

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

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Hillcrest Financial Planning

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

In Sutton Coldfield

ACS Financial Planning LtdSutton ColdfieldAppointed representativeAM 360 Financial Planning LimitedSutton ColdfieldAppointed representativeBlueberry (Midlands) LimitedSutton ColdfieldAppointed representativeBreslins Financial Planning LtdSutton ColdfieldAppointed representativeBroderick Wealth Management LtdSutton ColdfieldAppointed representativeElwell Financial Planning LtdSutton ColdfieldAppointed 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 Hillcrest 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
  • 2 background checks on its contact details
  • All 4 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Hillcrest Financial Planning Ltd FCA authorised?
Hillcrest Financial Planning Ltd (FRN 1035224) 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 Hillcrest 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. Hillcrest Financial Planning Ltd (FRN 1035224) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use Hillcrest Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Hillcrest 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 Hillcrest Financial Planning’s phone number?
The FCA register lists the phone number 07910 854361 for Hillcrest Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Hillcrest Financial Planning a scam or clone?
Hillcrest 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 Hillcrest Financial Planning?
Protection works through M&g Advice Partners Limited, the principal firm responsible for Hillcrest Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Hillcrest Financial Planning?
Companies House lists one person with significant control of Hillcrest Financial Planning: Mr James Robin David Place (75–100% of shares).
Who runs Hillcrest Financial Planning?
Companies House lists one director of Hillcrest Financial Planning: James Robin David Place.
How long has Hillcrest Financial Planning been in business?
The company was formed on 17 April 2025.

Sources and links

The full report on Hillcrest Financial Planning Ltd

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