Advice Wise Ltd
aka AdviceWise IFA, AdviceWise, Advice Wise Ltd
About
Advice Wise Ltd is an FCA authorised firm of experienced Independent Financial Advisors, providing impartial advice on a full range of financial products including pensions, mortgages, and tax planning
Source: advicewiseifa.co.ukContact & Location
Regulatory Information
- FRN
- 839690
- Status
- Authorised
- Date Authorised
- 8 April 2019
- Years Authorised
- 6 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 P2P agreements
- ✓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
- 11678145
- Company Status
- Active
- Incorporation Date
- 14 November 2018
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999, 82990
Team (7)
Stephen White
ApprovedCertifiedAdam John Simcox
ApprovedCertifiedAbigail Powell
CertifiedJudy White
CertifiedEllen Gynn
CertifiedCatherine Painter
CertifiedMichael John Craddock
No longer required
Google Reviews
12 reviews on Google
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Quick Facts
- Sutton Coldfield, West Midlands
- 6 years FCA-authorised
- 9 registered individuals
- 5 specialisms
- 17 FCA permissions
- CH 11678145
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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.