Affinity Financial Awareness Limited
aka my wealth Estate Planning, Affinity Connect, Affinity Financial Awareness Limited
About
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Source: affinityadvise.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 409160
- Status
- Authorised
- Date Authorised
- 24 November 2004
- Years Authorised
- 21 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓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
- 05246999
- Company Status
- Active
- Incorporation Date
- 30 September 2004
- Directors
- 5
- Accounts Category
- Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999
Team (20)
David Frederick Cassidy
ApprovedStuart Murray Payne
ApprovedMark Leonard Hutchinson
ApprovedPaul Eric Morton
ApprovedCertifiedIan James Copelin
ApprovedCertifiedJames Albert Keen
CertifiedJamie Carthew
CertifiedPaul David Owen
CertifiedAlistair Nicholas Habermehl
CertifiedAndreea Jackson
CertifiedSukhdeep Singh Sahota
CertifiedTrevor Mark Lee
CertifiedSaiq Latif
CertifiedPaul Hughes
CertifiedNathan Dudley Holley
CertifiedKevin Andrew Barry
CertifiedPaul David Sheen
CertifiedMark Tyrer
CertifiedMalcolm Peter Dainty
CertifiedTom Fergus Cassidy
Certified
Google Reviews
1 review on Google
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Quick Facts
- Liverpool, North West
- 21 years FCA-authorised
- 20 registered individuals
- 3 specialisms
- 4 FCA permissions
- CH 05246999
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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.