Save & Invest (Financial Planning) Limited
Reference number: 144940
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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.
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Phone number
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Address
Save & Invest (Financial Planning) Ltd, 100 West Regent Street, Glasgow, Glasgow City, G2 2QD, United Kingdom
In the full report: 3 background checks
- When shackletonadvisers.co.uk first appeared online, and whether it can receive email
- What kind of line 0141 332 8088 is
- Who else gives the postcode G2 2QD
Other names (5)
If you were contacted under any of these names, it is this firm.
- Save & Invest Trading name: A name it trades under now.
- Shackleton Trading name: A name it trades under now.
- Ark Wealthmanagement Former trading name: A name it used to trade under.
- Deans Mortgages Former trading name: A name it used to trade under.
- Hand Held Mortgages For Leslie Deans & Co Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible 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 applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (11 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Acting as a CBTL Arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- 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
- 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.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- SC113651 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 30 September 1988 (38 years old)
- Registered office
- 100 West Regent Street, Glasgow, G2 2QD
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Paul William Feeney | Director | Nov 1963 | 27 Oct 2025 | 66 other companies |
| Grant Thomas Hotson | Director | Sep 1971 | 27 Oct 2025 | None |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 66
- closed down
- 7
- are FCA-registered
- 23
In the full report: all 66 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 23 on the FCA register
- All 14 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£4.83m
+70% from £2.84m
Cash at bank
£525k
−74% from £2.02m
Employees (average)
21
−8.7% from 23
Owed within a year
£325k
−40% from £537k
Assets and liabilities
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company SC113651. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Save & Invest (Financial Planning)’s history from the FCA register and Companies House, newest first.
2016
31 August 2016
- Save & Invest Group Limited took control (75–100% of shares)
Companies House
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
20 March 1995
- Regulated by the Personal Investment Authority from this date
FCA register
1988
30 September 1988
- Incorporated at Companies House
Companies House
In the full report: all 37 events
- All 37 events in its history (6 shown here)
- Every director appointment and resignation: 19
Firms like Save & Invest (Financial Planning)
Other firms of the same type (financial adviser), nearest first.
In Glasgow
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 Save & Invest (Financial Planning)
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 66 other companies its directors have run, named
- 3 background checks on its contact details
- All 37 events in its history
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Frequently asked questions about this firm
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What do Save & Invest (Financial Planning)’s latest accounts show?
Does Save & Invest (Financial Planning) use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk