LifePlanning Solutions

Reference number: 191440

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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.

In the full report: 3 background checks

  • When lifeplanningsolutions.co.uk first appeared online, and whether it can receive email
  • What kind of line 01924 273666 is
  • Who else gives the postcode WF5 9ND
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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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • 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

LifePlanning Solutions’s history from the FCA register and Companies House, newest first.

Key events (4) All events (8)

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

1999

27 August 1999

  • Regulated by the Personal Investment Authority from this date

FCA register

In the full report: all 8 events

  • All 8 events in its history (4 shown here)
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Firms connected to LifePlanning Solutions

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

connected firms
4
no longer authorised
1
share its postcode
4

In the full report: all 4 connected firms, named

  • How each is linked: the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like LifePlanning Solutions

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

In Ossett

Lifetime Financial Solutions (Yorkshire) LtdOssettAuthorisedBluebelle Financial Planning LtdOssettAppointed representativeRH Wealth Management LtdOssettAppointed 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 LifePlanning Solutions

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 8 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is LifePlanning Solutions FCA authorised?
Yes, LifePlanning Solutions (FRN 191440) 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 LifePlanning Solutions’ phone number and website?
The FCA register lists the phone number 01924 273666 and the website lifeplanningsolutions.co.uk for LifePlanning Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is LifePlanning Solutions a scam or clone?
LifePlanning Solutions 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 LifePlanning Solutions?
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 LifePlanning Solutions to the Financial Ombudsman Service, free of charge.

Sources and links

The full report on LifePlanning Solutions

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