AISA FINANCIAL PLANNING LIMITED

Name: AISA FINANCIAL PLANNING LIMITED
Address: Unit 5 The Grain Store, Manor Farm, Devizes, Wiltshire, SN10 3LP, GB
Telephone: 01672 569111
Price range: $$

aka TailorMade, OpesFidelio, Aisa Professional, AISA FINANCIAL PLANNING LIMITED

Authorised FRN 189652

About

Expert financial advisers helping you achieve your goals with tailored investment, pension, and wealth management solutions.

Source: aisagroup.org/aisa-professional-uk

Contact & Location

Address

Unit 5, The Grain Store, Manor Farm, Coate, Devizes SN10 3LP, UK

More advisers in Wiltshire

Phone

01672 569111

Website

aisagroup.org/aisa-professional-uk

View on Google Maps

Opening Hours

Monday8:45 AM – 5:15 PM

Tuesday8:45 AM – 5:15 PM

Wednesday8:45 AM – 5:15 PM

Thursday8:45 AM – 5:15 PM

Friday8:45 AM – 5:15 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 189652
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (18)

Show all permissions

✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on Pension Transfers and Pension Opt Outs
✓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
✓Dealing in investments as agent
✓Assisting in the administration and performance of a contract of insurance
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 03621676
Company Status: Active
Incorporation Date: 25 August 1998
Directors: 2
Accounts Category: Total Exemption Full
Last Accounts Filed: 30 November 2024
SIC Codes: 64999

Team (16)

Geordie Kevin Edward Bulmer
ApprovedCertified
James Leonard Pearcy-Caldwell
ApprovedCertified
Clive Raymond Tutton
ApprovedCertified
Eden Ronald Stuart Frew
Certified
Ailsa Fiona Georgina McFadyen
Certified
Claire Worsdell
Certified
John Reid
Certified
Philip Richard Owen Teague
ApprovedCertified
Paul St John Derbyshire
Certified
Glenn Pigden
No longer required
Christopher David May Lean
No longer required
Ian David Millward
Certified
Jeremy Henry Bezant
No longer required
Timothy Colin Kent
No longer required
David Paul Draper
No longer required
Marius John Hampden
No longer required

Quick Facts

Devizes, South West
24 years FCA-authorised
20 registered individuals
4 specialisms
18 FCA permissions
CH 03621676

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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.