Simon Rowberry

Reference number: 417383

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Authorised by the FCA

Simon Rowberry 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 henleyretirement.com first appeared online, and whether it can receive email
  • What kind of line 01865 408546 is
  • Who else gives the postcode OX14 3DA
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Other names (1)

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

  • Henley Retirement 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.
  • 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 (5 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
  • 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 Rowberry’s history from the FCA register and Companies House, newest first.

Key events (4) All events (8)

2016

27 April 2016

  • Changed its registered name from "Henley Retirement Planning"

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

17 January 2005

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

FCA register

In the full report: all 8 events

  • All 8 events in its history (4 shown here)
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Firms connected to Simon Rowberry

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Simon Rowberry

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

In Abingdon

Masonberry LimitedAbingdonAuthorisedCirculate Capital UK LimitedAbingdonAppointed representativeCraig McLearie LimitedAbingdonAppointed representativeFinancialMerrett LimitedAbingdonAppointed representativeSteven John NicholsAbingdonAppointed representativeVineyard Accountants LimitedAbingdonAppointed 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 Simon Rowberry

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 8 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Simon Rowberry FCA authorised?
Yes, Simon Rowberry (FRN 417383) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Simon Rowberry’s phone number and website?
The FCA register lists the phone number 01865 408546 and the website henleyretirement.com for Simon Rowberry. If you were given different contact details, use these to check with the firm before going any further.
Is Simon Rowberry a scam or clone?
Simon Rowberry 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 Rowberry?
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 Rowberry to the Financial Ombudsman Service, free of charge.
Does Simon Rowberry use any other names?
It trades as Henley Retirement Planning.

Sources and links

The full report on Simon Rowberry

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