Accredo Financial Services Limited
aka Westview Wealth, Paul Johnson Asset Management, Oxford Capital Management, Lakeland Financial Services, CMC Asset Management, Castell Capital Management, Accredo Financial Services Limited
About
We help you achieve your financial goals Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you […]
Source: accredofinancialservices.comContact & Location
Regulated Services
Regulatory Information
- FRN
- 647122
- Status
- Authorised
- Date Authorised
- 1 April 2015
- Years Authorised
- 10 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
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- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Managing investments
- ✓Dealing in investments as agent
- ✓Arranging safeguarding and administration of assets
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓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
- 09175326
- Company Status
- Active
- Incorporation Date
- 14 August 2014
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 28 March 2024
- SIC Codes
- 66190
Team (5)
Henry Giles Strudwick
ApprovedSimon John Dixon
ApprovedCertifiedJonathan James Bolton
CertifiedPaul Julian Phillips
CertifiedGeorgina Emma Whysall
No longer required
Quick Facts
- Manchester, North West
- 10 years FCA-authorised
- 8 registered individuals
- 6 specialisms
- 17 FCA permissions
- CH 09175326
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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.