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
INVICTA FINANCIAL SERVICES LIMITED Reference number: 587095 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.
- Invicta Financial Planning LLP (FRN 574907) is an AR of INVICTA FINANCIAL SERVICES LIMITED (FRN 587095). When you use Invicta Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Invicta 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.
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No website on the FCA register
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Phone number
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Address
Penelope House, Westerhill Road, Coxheath, Kent, ME17 4DH, United Kingdom
In the full report: 2 background checks
- What kind of line 01892 725115 is, and the other firm that gives it
- Who else gives the postcode ME17 4DH
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Invicta Financial Services 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, freeYou 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
- OC372227 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 8 February 2012 (14 years old)
- Registered office
- Penelope House, Westerhill Road, Coxheath, ME17 4DH, England
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Maurizio Alfieri | LLP designated member | Jun 1978 | 11 Jun 2012 | 5 other companies |
| INVICTA CORPORATE SERVICES LIMITED | Corporate LLP designated member | Not published | 8 Feb 2012 | None |
| M&K FINANCE LIMITED | Corporate LLP member | Not published | 16 Sep 2013 | None |
Other companies run by these 3 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
- 5
- closed down
- 1
- is FCA-registered
- 1
In the full report: all 5 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- All 8 people who have ever been directors, with their dates
Key dates in its history
Invicta Financial Planning’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Invicta Corporate Services Limited became a part-owner (25–50% of shares)
- M&K Finance Limited became a part-owner (25–50% of shares)
- Maurizio Alfieri became a part-owner (25–50% of shares)
Companies House
2012
10 February 2012
- Became an appointed representative
FCA register
8 February 2012
- Incorporated at Companies House
Companies House
In the full report: all 16 events
- All 16 events in its history (5 shown here)
- Every director appointment and resignation: 11
Firms connected to Invicta Financial Planning
Other FCA-listed firms that share a director, phone number or address with Invicta Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- share its phone number
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Invicta Financial Planning
Other firms of the same type (financial adviser), nearest first.
In the Medway (ME) postcode area
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 Invicta Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 5 other companies its directors have run, named
- 2 background checks on its contact details
- All 16 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk