Company Information

Get to know plan b financial services ltd

Plan B Financial Services Ltd is an independent financial advisory firm located in Worcestershire, UK. The company provides personalized advice on a range of financial products, with a primary focus on securing mortgages and implementing protection plans, such as life insurance, critical illness cover, and income protection. As an appointed representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA), they aim to help clients navigate complex financial decisions and achieve their long-term goals.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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plan b financial services ltd

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.