Leicester-based independent financial advice (IFA) firm Trust Financial Planning has entered liquidation, the Financial Conduct Authority (FCA) has confirmed.
Paul Stanley and Dean Watson of Begbies Traynor (Central) have been appointed as joint liquidators of the firm.
Trust Financial Planning became subject to voluntary requirements, including stopping all regulated activity, on 19 March 2025.
These restrictions also included a requirement to not to seek investment or sponsorship, or dispose of, withdraw, transfer, deal with or diminish the value of any of its own assets, and any funds it holds for its customers.
The firm agreed to the voluntary requirements as the FCA considered it was failing to meet its threshold conditions, which represent the minimum standards that firms must meet to carry out regulated activities in the UK.
Trust Financial Planning’s director has taken advice about the firm’s financial position and decided to put it into creditors’ voluntary liquidation.
The firm was set up by Dan Brittenden in 2002 with the aim of “implementing a Christian vision of holistic financial planning and with the intention of making that vision available to all”, according to its website.
Following their appointment, the liquidators will now wind up the company and its affairs.
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