Masterplan Financial Services

Reference number: 400535

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 masterplanfs.co.uk first appeared online, and whether it can receive email
  • What kind of line 0118 945 1600 is, and the 2 other firms that give it
  • Who else gives the postcode RG30 4JU
Instant PDF download

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (10 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • 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

Masterplan Financial Services’s history from the FCA register and Companies House, newest first.

2023

6 November 2023

  • FCA recorded a standard requirement (Financial Promotions for own firm, ARs and other members of the group)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

31 March 2013

  • No longer regulated by the Financial Services Authority

FCA register

2004

23 July 2004

  • Became authorised by the FCA

FCA register

13 July 2004

  • Regulated by the Financial Services Authority from this date

FCA register

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

Firms connected to Masterplan Financial Services

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

connected firms
2
share its phone number
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same phone number (2), the same postcode (2)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Masterplan Financial Services

Other firms of the same type (mortgage adviser or broker), nearest first.

In Reading

Fortune Investment Group LimitedReadingAuthorisedLandlord Mortgages LimitedReadingAuthorisedNicholas MisonReadingAuthorisedReading Money LimitedReadingAuthorisedAlice HaleReadingAppointed representativeAmir KharkowaReadingAppointed 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 Masterplan Financial Services

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 5 events in its history
  • 2 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Masterplan Financial Services FCA authorised?
Yes, Masterplan Financial Services (FRN 400535) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2004 and works as a mortgage adviser or broker. The FCA has placed no limits on its permissions.
What is Masterplan Financial Services’ phone number and website?
The FCA register lists the phone number 0118 945 1600 and the website masterplanfs.co.uk for Masterplan Financial Services. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is Masterplan Financial Services a scam or clone?
Masterplan Financial Services 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 Masterplan Financial Services?
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 Masterplan Financial Services to the Financial Ombudsman Service, free of charge.

Sources and links

The full report on Masterplan Financial Services

£19.99 · Instant PDF download

Loading secure checkout…