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.

TAG Financial Planning Limited

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FRN: 827617
Companies House: 10846528
Last scraped: 1 day ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

The Apex

Brest Road

Derriford

Plymouth

Plymouth

PL6 5FL

UNITED KINGDOM

Phone

+4401752762140

Approved individuals

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

Jodie Maria Clarke
IRN JXC01349
- (14)Employed By (11 Mar 2024 to 29 Apr 2024)
John Baxter
IRN JXB00204
- (2)Employed By (14 Jan 2019 to 1 Jul 2025)
Jonathan Franks
IRN JXF00515
- (4)Employed By (27 Jun 2023 to 1 Jul 2025)
Sean McIlwaine
IRN SXM01849
- (7)Employed By (24 May 2021 to 1 Jul 2025)
Stephen David Willis
IRN SXW00483
- (1)Employed By (since 12 Mar 2025)
Susan Marie Puddephatt
IRN SMP01107
- (15)Employed By (12 Mar 2025 to 31 Mar 2026)
Timothy Peter Crew
IRN TPC01046
- (16)Employed By (7 Dec 2018 to 1 Jul 2025)

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.