Latham Independent Finance

Reference number: 145070

Instant download

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.

In the full report: 3 background checks

  • When lathamindependentfinance.co.uk first appeared online, and whether it can receive email
  • What kind of line 01395 266866 is
  • Who else gives the postcode EX8 3PP
Instant PDF download
Other names (1)

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

  • Latham Commercial & Business Finance Former name

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.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • 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

Latham Independent Finance’s history from the FCA register and Companies House, newest first.

Key events (5) 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

1995

22 May 1995

  • Regulated by the Personal Investment Authority from this date

FCA register

29 March 1995

  • Changed its registered name from "Latham Commercial & Business Finance"

FCA register

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
Instant PDF download

Firms like Latham Independent Finance

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

In Exmouth

Avocet Wealth Partnership LtdExmouthAppointed representativeCameron Jones Financial Management LimitedExmouthAppointed representativeEstuary Financial Planning LtdExmouthAppointed representativeFortuna Major Financial Planning LtdExmouthAppointed representativeJBM Wealth Management LtdExmouthAppointed representativeMeredith Morgan Taylor LtdExmouthAppointed 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 Latham Independent Finance

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

  • 3 background checks on its contact details
  • All 9 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Latham Independent Finance FCA authorised?
Yes, Latham Independent Finance (FRN 145070) 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 Latham Independent Finance’s phone number and website?
The FCA register lists the phone number 01395 266866 and the website lathamindependentfinance.co.uk for Latham Independent Finance. If you were given different contact details, use these to check with the firm before going any further.
Is Latham Independent Finance a scam or clone?
Latham Independent Finance 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 Latham Independent Finance?
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 Latham Independent Finance to the Financial Ombudsman Service, free of charge.
Does Latham Independent Finance use any other names?
It has previously used the name Latham Commercial & Business Finance.

Sources and links

The full report on Latham Independent Finance

£19.99 · Instant PDF download

Loading secure checkout…