Advance Investments Limited
aka PES Pensions, Advance Investments Limited
About
Discover personalised wealth management at its finest with Advance Investments. Let our team of experts empower your financial journey today.
Source: advanceinvestments.comContact & Location
Regulatory Information
- FRN
- 195786
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 04175803
- Company Status
- Active
- Incorporation Date
- 8 March 2001
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 April 2024
- SIC Codes
- 64999, 66190
Team (12)
Joanne Richings
ApprovedBenjamin Gerard Cundy
ApprovedCertifiedKeith Michael Ayres
ApprovedCertifiedJonathan David Mainstone
CertifiedMichael Nicholas Dawe
CertifiedPaul Donald Simpson
ApprovedCertifiedAlan Charles Grout
No longer requiredJohn Allden White
CertifiedGary Nicholas Yeates
CertifiedAlastair Keith Sutton
No longer requiredDavid Lyndon Chasemore
No longer requiredMalcolm Charles Terry
No longer required
Google Reviews
1 review on Google
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Quick Facts
- Bath, South West
- 24 years FCA-authorised
- 17 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 04175803
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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.