A4
Advice 4U Financial Planning Ltd
aka Ruby Financial, money4dentists, Equity Release & Mortgage Bureau, Advice 4U Financial Planning Ltd
Authorised FRN 671527
Contact & Location
Specialisms
Regulatory Information
- FRN
- 671527
- Status
- Authorised
- Date Authorised
- 5 May 2015
- Years Authorised
- 10 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 09398231
- Company Status
- Active
- Incorporation Date
- 20 January 2015
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 September 2024
- SIC Codes
- 64999
Team (7)
Jason Williams
ApprovedCertifiedMartin Febery
CertifiedTobias John Cook
CertifiedSarah Helen Guilford
CertifiedSimon James McGechie
CertifiedMichael Antony Howard Rayer
No longer requiredPaul Graham Adams
No longer required
Quick Facts
- Tewkesbury, South West
- 10 years FCA-authorised
- 7 registered individuals
- 4 specialisms
- 11 FCA permissions
- CH 09398231
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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.