Trust Financial Planning Limited
Trust Financial Planning Limited (FRN 407457) was a small independent financial advisory firm based in Leicester, incorporated in December 2001. The firm was founded and directed by Daniel Gerald Scott Brittenden and described itself as a holistic financial planning firm with a focus on responsible engagement, guided by what it called a Christian vision of financial advice.
In addition to providing financial advice, the firm issued its own investment product, referred to as Trust Bonds. These were preference shares in the company itself, sold to clients as an investment. Following voluntary restrictions imposed by the FCA earlier in 2025, Brittenden took advice about the firm’s financial position and concluded that it could not continue. He placed Trust Financial Planning into creditors’ voluntary liquidation on 7 August 2025, with Paul Stanley and Dean Watson of Begbies Traynor appointed as joint liquidators.
The FSCS investigated the firm and declared it in default on 30 April 2026. The FSCS concluded that there may be valid claims against Trust Financial, likely in connection with the Trust Bonds issued to investors. Eligible claimants may seek up to £85,000 in compensation.
Issues / Why You May Have a Claim
Clients who purchased Trust Bonds or preference shares in Trust Financial Planning Limited on the basis of advice from the firm may have been sold a product that was unsuitable for their circumstances. Where an adviser recommends an investment in their own firm without clearly disclosing the conflict of interest and the specific risks involved, clients are often not in a position to make a properly informed decision.
