Abacus Wealth Planning Ltd
aka Abacus Wealth Planning Ltd
About
Based in Brentwood, Essex. Independent Financial Advisers (IFAs). Covering: Pensions and Pension Transfers, Investments, Tax Planning, Retirement Planning and Trust & Estate Planning. Helping you to secure and growth your wealth.
Source: abacuswealthplanning.comContact & Location
Specialisms
Regulatory Information
- FRN
- 125177
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 02061670
- Company Status
- Active
- Incorporation Date
- 6 October 1986
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999, 65110, 65300
Team (8)
Joan Marion Moisey
ApprovedAdrian Pope
ApprovedCertifiedPaul Stephen Moisey
ApprovedCertifiedWilliam Kirton
No longer requiredJohn Colin Dennis
No longer requiredStephen David Moisey
No longer requiredRobert John Bird
No longer requiredKenneth Charles Brown
No longer required
Google Reviews
3 reviews on Google
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Quick Facts
- Brentwood, East of England
- 24 years FCA-authorised
- 10 registered individuals
- 4 specialisms
- 17 FCA permissions
- CH 02061670
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.