AFFLUENT FINANCIAL PLANNING LTD.

aka Pension Transfer Solutions, Expat Financial Adviser, Affluent Wealth Management, AFFLUENT FINANCIAL PLANNING LTD.

Authorised FRN 173259 5.0 (20)

About

Back Lifestyle Financial Planning The Affluent Wrap Portfolio Service Scroll AFFLUENT FINANCIAL PLANNING Bespoke. Financial Planners for your lifetime goals Contact Us 01505 59 50 60 How we work with you We offer clients a financial planning service that combines an unmatched experience in financial and investment planning with a broader life-goal focus. · Identify your goals · Analyse and ev...

Source: affluentfp.co.uk

Contact & Location

Address

Main St, Bridge of Weir PA11 3AA, UK

More advisers in Renfrewshire

Phone: 01505 595060

Website: affluentfp.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

Regulated Services

Peer-to-Peer Investment Advice

Pension Transfer Advice

Pension Advice

Credit Broking

Investment Advice

Regulatory Information

FRN: 173259
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (11)

Show all permissions

✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Acting as a CBTL Advisor
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Credit Broking
✓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: SC161571
Company Status: Active
Incorporation Date: 14 November 1995
Directors: 1
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 December 2024
SIC Codes: 64999

Team (11)

Carl Melvin
ApprovedCertified
Darren Mark Watson
Certified
Karen Hassan
No longer required
James Kent
No longer required
Kitty Stirling
No longer required
Anthony McMenamin
Certified
Rebecca Jane Kowalski
No longer required
Edward Boyle
No longer required
Thomas James McAlindin
No longer required
Carol Brown - Blair
No longer required
Allan James Pratt
No longer required

Google Reviews

5.0

20 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

Bridge Of Weir, Scotland
24 years FCA-authorised
12 registered individuals
5 specialisms
11 FCA permissions
CH SC161571

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

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.