Aegis Financial Planning Limited

Name: Aegis Financial Planning Limited
Address: Warnford Court, 29 Throgmorton Street, London, EC2N 2AT, GB
Telephone: 020 3848 7484
Price range: $$
Rating: 5

aka One Day Wealth, Milton Associates, HB Partners, Finsbridge Financial Planning, Estate Lifetime Planning, Aegis Financial Planning Limited

Authorised FRN 624298 5.0 (197)

About

Menu Insure today, to protect tomorrow. Providing advice on the most suitable insurance to protect you, your family, your business and your valued possessions call us on 0203 848 7484 OUR STORY ABOUT US Aegis Life Financial Services was established to offer a more personable service, providing strength and support when you need most. We’ll help you protect what’s important dispelling any myth...

Source: aegislife.co.uk

Contact & Location

Address

Stanmore Business & Innovation Centre, Howard Rd, London HA7 1GB, UK

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Phone

020 3848 7484

Website

aegislife.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 624298
Status: Authorised
Date Authorised: 16 January 2015
Years Authorised: 11 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (19)

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
✓Advising on Pension Transfers and Pension Opt Outs
✓Providing Credit Information Services
✓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: 08946610
Company Status: Active
Incorporation Date: 19 March 2014
Directors: 2
Accounts Category: Micro Entity
Last Accounts Filed: 30 March 2025
SIC Codes: 66190

Team (20)

John Robert Boss
ApprovedCertified
Cameron McKay
ApprovedCertified
Haidee Laurel Littler
ApprovedCertified
Edem Amewowor
Certified
Jaskarn Johal
Certified
Christian Richard Mather
Certified
Razib Bobby Bhuiyan
Certified
Dwaine Lester Martin
Certified
James Tiller
Certified
James Liam Kent
Certified
Elizabeth Anne Caley
Certified
Robert Lightbody Milton
Certified
Ian Michael Brown
Certified
Stephen Paul Dockerty
Certified
Samantha Kmieciak
Certified
Gillian Yates
Certified
Gaurav Proothi
Certified
Steven Jascourt
Certified
Mark Culham
Certified
Leah Ryder
Certified

Google Reviews

5.0

197 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

London, London
11 years FCA-authorised
20 registered individuals
5 specialisms
19 FCA permissions
CH 08946610

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Data Sources

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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.