Simon Neal

Reference number: 624799

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Authorised by the FCA

Simon Neal 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 cornerstoneifa.co.uk first appeared online, and whether it can receive email
  • What kind of line 01993 213429 is
  • Who else gives the postcode OX28 1EA
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Other names (1)

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

  • Cornerstone Financial Planning Trading 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.
  • 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 (9 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • 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

Simon Neal’s history from the FCA register and Companies House, newest first.

Key events (2) All events (6)

2014

21 August 2014

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

In the full report: all 6 events

  • All 6 events in its history (2 shown here)
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Firms like Simon Neal

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

In Witney

Harwood D LimitedWitneyAuthorisedThe Red Corner Document Solutions LtdWitneyAuthorised

In the Oxford (OX) postcode area

County Insurance Services LimitedKidlingtonAuthorisedHartwell Finance LimitedAbingdonAuthorisedHook Norton Low Carbon LimitedBanburyAuthorisedSoha Housing LimitedDidcotAuthorised

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 Simon Neal

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 6 events in its history

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Frequently asked questions about this firm

Is Simon Neal FCA authorised?
Yes, Simon Neal (FRN 624799) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2014 and works as a lender. The FCA has placed no limits on its permissions.
What is Simon Neal’s phone number and website?
The FCA register lists the phone number 01993 213429 and the website cornerstoneifa.co.uk for Simon Neal. If you were given different contact details, use these to check with the firm before going any further.
Is Simon Neal a scam or clone?
Simon Neal 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 Simon Neal?
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 Simon Neal to the Financial Ombudsman Service, free of charge.
Does Simon Neal use any other names?
It trades as Cornerstone Financial Planning.

Sources and links

The full report on Simon Neal

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