This firm is no longer registered as an appointed representative.

It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.

Capital Planning Partners Ltd

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FRN: 505434
Last scraped: 1 month ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Unit 19

Basepoint Enterprise Centre

Stroudley Road

Basingstoke

Hampshire

RG24 8UP

UNITED KINGDOM

Phone

+4401256406669

Web

https://www.capitalplanningpartners.co.uk

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Penelope Rachael Lake
IRN PRL00007
- Employed By (26 Oct 2009 to 11 Sep 2012)
Phillip Douglas O'Connor
IRN PDO00010
- Employed By (20 Feb 2012 to 11 Sep 2012)
Raymond Derek Mills
IRN RXM00130
- Employed By (1 Sep 2009 to 11 Sep 2012)
Roger Rowan
IRN RXR00003
- Employed By (25 Jan 2010 to 7 May 2010)
Sacha Selim Beeharry
IRN SSB00002
- Employed By (25 Aug 2009 to 11 Sep 2012)
Sebastian Elwell
IRN SXE01243
- Employed By (28 Jan 2010 to 16 Sep 2010)
Stephen David Hill
IRN SDH00020
- Employed By (23 Aug 2010 to 11 Sep 2012)
Susan Mary Hull
IRN SMH00006
- Employed By (22 Sep 2009 to 11 Sep 2012)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.