McLean Financial Planning

Reference number: 534742

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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.

  • No website on the FCA register

  • Phone number

    01434 689086

  • Address

    Reivers Barn, 2 Mill House Farm, Barrasford, Hexham, Northumberland, NE48 4BH, United Kingdom

In the full report: 2 background checks

  • What kind of line 01434 689086 is
  • Who else gives the postcode NE48 4BH
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Other names (1)

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

  • Independent Financial & Mortgage Services 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.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (13 permissions)
  • Acting as a CBTL administrator
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to a home reversion plan
  • 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

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

Key events (4) All events (7)

2016

6 April 2016

  • Changed its registered name from "Independent Financial & Mortgage Services"

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

4 January 2011

  • Became authorised by the FCA

FCA register

2010

27 October 2010

  • Regulated by the Financial Services Authority from this date

FCA register

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
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Firms like McLean Financial Planning

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

In Hexham

Access Wealth ManagementHexhamAuthorisedLifeplan Financial Management LimitedHexhamAuthorisedBespoke Financial Wellbeing LtdHexhamAppointed representativeLife Cover For All Limited Liability PartnershipHexhamAppointed representativeMark RedpathHexhamAppointed 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 McLean Financial Planning

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

  • 2 background checks on its contact details
  • All 7 events in its history

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Frequently asked questions about this firm

Is McLean Financial Planning FCA authorised?
Yes, McLean Financial Planning (FRN 534742) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is McLean Financial Planning’s phone number?
The FCA register lists the phone number 01434 689086 for McLean Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is McLean Financial Planning a scam or clone?
McLean 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 McLean Financial Planning?
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 McLean Financial Planning to the Financial Ombudsman Service, free of charge.
Does McLean Financial Planning use any other names?
It has previously used the name Independent Financial & Mortgage Services.

Sources and links

The full report on McLean Financial Planning

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