AM&A INVESTMENT & PENSION PLANNING LIMITED
aka AM&A INVESTMENT & PENSION PLANNING LIMITED
About
About Individuals Businesses Blog Testimonials Guides 020 8387 1231 Client Portal “ My parents gave me a lump sum a few years ago which they wanted me to put away for my future… I trusted AM&A to help me make the most of my finances and get the most out of my tax allowances. Learn more My parents gave me a lump sum a few years ago which they wanted me to put away for my future… " class="self-e...
Source: amaipp.comContact & Location
Specialisms
Regulatory Information
- FRN
- 445480
- Status
- Authorised
- Date Authorised
- 20 February 2006
- Years Authorised
- 20 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 05275457
- Company Status
- Active
- Incorporation Date
- 2 November 2004
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 66290
Team (6)
stephen goldman
ApprovedCertifiedDavid Alan Marks
CertifiedMichael Anthony Owen
No longer requiredIan Stephen Flowers
No longer requiredAmanda-Jane Marks
No longer requiredMartin David Lumsden
No longer required
Google Reviews
1 review on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Borehamwood, East of England
- 20 years FCA-authorised
- 8 registered individuals
- 3 specialisms
- 5 FCA permissions
- CH 05275457
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim this profile to add your bio, photo, and fee information.
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.