Stevenson Wealth Planning

Reference number: 510270

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No longer an appointed representative

Stevenson Wealth Planning is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 22 October 2009.

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.

  • Last known website

    partnership.sjp.co.uk/stevensonwealthplanning

  • Last known phone number

    07500 965956

  • Last known address

    1st Floor, York House, 23 Kingsway, London, Westminster, WC2B 6UJ, United Kingdom

In the full report: 3 background checks, 1 thing worth a closer look

  • When partnership.sjp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07500 965956 is
  • Whether WC2B 6UJ is a shared office: 88 other firms give it
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Other names (1)

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

  • Nicola Stevenson Former name

Past FCA permissions and consumer protection

  • The record is closed
    Cover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.

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

Stevenson Wealth Planning’s history from the FCA register and Companies House, newest first.

2017

14 September 2017

  • Changed its registered name from "Nicola Stevenson"

FCA register

2009

22 October 2009

  • Stopped being an appointed representative

FCA register

Firms like Stevenson Wealth Planning

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

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

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  • 3 background checks on its contact details, 1 flagged

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Frequently asked questions about this firm

Is Stevenson Wealth Planning FCA authorised?
No. Stevenson Wealth Planning (FRN 510270) is still listed on the FCA register, but the record is closed: no longer an appointed representative.
Is Stevenson Wealth Planning a scam or clone?
Stevenson Wealth Planning is not currently authorised by the FCA. Be cautious and verify any firm on the FCA register before dealing with it.
Is my money safe with Stevenson Wealth Planning?
Money you handed over while it was authorised generally keeps its protection: FSCS covers firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading. New business with Stevenson Wealth Planning has no cover, because it is no longer permitted to carry it out.
Does Stevenson Wealth Planning use any other names?
It has previously used the name Nicola Stevenson.

Sources and links

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