Retirement Planning (UK) Limited

Reference number: 401320

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Scammers have impersonated this firm. The FCA has published 1 warning naming the fake phone numbers, emails and websites they used. See the warnings →

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 rpuk.co.uk first appeared online, and whether it can receive email
  • What kind of line 01785 817377 is
  • Who else gives the postcode ST15 8ZB
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Other names (1)

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

  • RP UK Trading name

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake email addresses (1)
  • support@retirementplanningltd.com
Fake websites (1)
  • retirementplanningltd.com
The FCA warning these came from

Scammers change these details often. Always check the live FCA warning.

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 (12 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising 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.

The clone warnings above are scammers using this firm's name, not something the firm has done.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05057366
Company status
Active
Company type
Private limited company
Incorporated
26 February 2004 (22 years old)
Registered office
Christchurch House, Christchurch Way, Stone, Staffordshire, ST15 8BZ
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Katrina Whitby-Samways Director Oct 1978 26 Feb 2004 None
Gregory Duncan Garth Whitby Samways Director Oct 1976 20 May 2020 None
Katrina Whitby-Samways Secretary Not published 26 Feb 2004 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 4 people who have been directors, with their dates
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Key dates in its history

Retirement Planning (UK)’s history from the FCA register and Companies House, newest first.

Key events (6) All events (18)

2019

14 August 2019

  • FCA warned the public about a scam impersonating this firm

FCA warning list

2017

26 February 2017

  • Katrina Whitby-Samways took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

15 November 2004

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

26 February 2004

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (6 shown here)
  • Every director appointment and resignation: 8
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Firms like Retirement Planning (UK)

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

In the Stoke-on-Trent (ST) postcode area

AJN Financial Services LtdStoke-on-TrentAuthorisedAll Counties Financial LimitedStaffordAuthorisedBRB Wealth Management LimitedNewcastleAuthorisedBrian Mellor Financial Services LimitedLeekAuthorisedCharterhouse Financial LimitedNewcastleAuthorisedCharterhouse Financial Planning LimitedStaffordAuthorised

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 Retirement Planning (UK)

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • All 18 events in its history

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Frequently asked questions about this firm

Is Retirement Planning (UK) Limited FCA authorised?
Yes, Retirement Planning (UK) Limited (FRN 401320) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2004 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Retirement Planning (UK)’s phone number and website?
The FCA register lists the phone number 01785 817377 and the website rpuk.co.uk for Retirement Planning (UK). If you were given different contact details, use these to check with the firm before going any further.
Is Retirement Planning (UK) a scam or clone?
Scammers have impersonated Retirement Planning (UK): the FCA has published a warning about fake versions of it, using contact details that are not the firm's. Only trust the details the FCA register gives for Retirement Planning (UK), shown on this page.
Is my money safe with Retirement Planning (UK)?
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 Retirement Planning (UK) to the Financial Ombudsman Service, free of charge.
Who owns Retirement Planning (UK)?
Companies House lists one person with significant control of Retirement Planning (UK): Mrs Katrina Whitby-Samways (75–100% of shares).
Who runs Retirement Planning (UK)?
Companies House lists 2 directors of Retirement Planning (UK): Katrina Whitby-Samways and Gregory Duncan Garth Whitby Samways.
How long has Retirement Planning (UK) been in business?
The company was formed on 26 February 2004, and has held its current FCA authorisation since November 2004.
Does Retirement Planning (UK) use any other names?
It trades as RP UK.

Sources and links

The full report on Retirement Planning (UK) Limited

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