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.
-
No website on the FCA register
-
Phone number
-
Address
4.24 Windsor House, Cornwall Road, Harrogate, HG1 2PW, United Kingdom
In the full report: 2 background checks
- What kind of line 020 3196 2900 is, and the other firm that gives it
- Who else gives the postcode HG1 2PW
Other names (1)
If you were contacted under any of these names, it is this firm.
- PFPWM Financial Planning LLP Former name: A name it was registered under before.
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.
- 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 (4 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- 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.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- OC421007 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 12 February 2018 (8 years old)
- Registered office
- Room 4.24 - Windsor House Cornwall Road, Harrogate, HG1 2PW, England
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Ross Kevin Hyett | LLP designated member | Jun 1953 | 12 Feb 2018 | 11 other companies |
| James O'Hare | LLP designated member | May 1960 | 12 Feb 2018 | 3 other companies |
| Clare Orriel | LLP designated member | Aug 1978 | 15 Mar 2018 | 1 other company |
| CLOTH FAIR NAUCLERUS LLP | Corporate LLP designated member | Not published | 22 Sep 2018 | 4 other companies |
Other companies run by these 4 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
- 17
- closed down
- 10
- is FCA-registered
- 1
In the full report: all 17 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- The 1 company these 4 directors run together
Key dates in its history
This firm’s history from the FCA register and Companies House, newest first.
2019
29 May 2019
- Changed its registered name from "PFPWM Financial Planning LLP"
- Changed its registered name from "Windsor Private Office Financial Planning LLP"
FCA register
2 April 2019
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2018
12 February 2018
- Incorporated at Companies House
- Ross Hyett took control (75–100% of shares)
Companies House
In the full report: all 11 events
- All 11 events in its history (6 shown here)
- Every director appointment and resignation: 3
Connected firms
Other FCA-listed firms that share a director, phone number or address with this firm. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- share its phone number
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
Similar firms
Other firms of the same type (financial adviser), nearest first.
In Harrogate
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 this firm
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 17 other companies its directors have run, named
- 2 background checks on its contact details
- All 11 events in its history
- 1 connected firm, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Windsor Private Office Financial Planning LLP FCA authorised?
What is Windsor Private Office Financial Planning’s phone number?
Is Windsor Private Office Financial Planning a scam or clone?
Is my money safe with Windsor Private Office Financial Planning?
Who owns Windsor Private Office Financial Planning?
Who runs Windsor Private Office Financial Planning?
How long has Windsor Private Office Financial Planning been in business?
Does Windsor Private Office 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