Stephen Burns Financial Planning

Reference number: 1008447

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

ValidPath Limited Reference number: 197107 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Stephen Burns Financial Planning (FRN 1008447) is an AR of ValidPath Limited (FRN 197107). When you use Stephen Burns Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Stephen Burns Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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 stephen-burns.co.uk first appeared online, and whether it can receive email
  • What kind of line 07789 078763 is
  • Who else gives the postcode NE42 6DH
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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.

Firms like Stephen Burns Financial Planning

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In Prudhoe

Andrew Christopher WrightPrudhoeAppointed representative

In the Newcastle (NE) postcode area

Newcastle Financial Advisers LimitedAppointed representative1894 Private WealthNewcastle upon TyneAppointed representative2mtrustAppointed representativeA & K Financial Management LimitedMorpethAppointed representativeAbacus Wealth Management Group LimitedNewcastleAppointed 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 Stephen Burns Financial Planning

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  • 3 background checks on its contact details

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Frequently asked questions about this firm

Is Stephen Burns Financial Planning FCA authorised?
Stephen Burns Financial Planning (FRN 1008447) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Stephen Burns Financial Planning?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Stephen Burns Financial Planning (FRN 1008447) is an AR of ValidPath Limited (FRN 197107). When you use Stephen Burns Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Stephen Burns Financial Planning, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Stephen Burns Financial Planning’s phone number and website?
The FCA register lists the phone number 07789 078763 and the website stephen-burns.co.uk for Stephen Burns Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Stephen Burns Financial Planning a scam or clone?
Stephen Burns 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 Stephen Burns Financial Planning?
Protection works through ValidPath Limited, the principal firm responsible for Stephen Burns Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Sources and links

The full report on Stephen Burns Financial Planning

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