Armstrong Watson Financial Planning Limited

Name: Armstrong Watson Financial Planning Limited
Address: James Watson House, Montgomery Way, Carlisle, CA1 2UU, GB
Telephone: 01228 690100
Price range: $$
Rating: 3.6

aka MyRetirement, Armstrong Watson Financial Planning & Wealth Management, Armstrong Watson, Armstrong Watson Financial Planning Limited

Authorised FRN 542122 3.6 (5)

About

Advising and protecting clients across Cumbria,Yorkshire and Scotland for over 150 years providing a breadth of advisory and corporate accountancy and tax services,

Source: armstrongwatson.co.uk

Contact & Location

Address

James Watson House, Montgomery Way, Rosehill Roundabout, Carlisle CA1 2UU, UK

More advisers in Cumberland

Phone

01228 690100

Website

armstrongwatson.co.uk

View on Google Maps

Opening Hours

Monday8:30 AM – 5:00 PM

Tuesday8:30 AM – 5:00 PM

Wednesday8:30 AM – 5:00 PM

Thursday8:30 AM – 5:00 PM

Friday8:30 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Pensions Retirement Mortgages Investments

Regulatory Information

FRN: 542122
Status: Authorised
Date Authorised: 16 August 2011
Years Authorised: 14 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (10)

Show all permissions

✓CBTL Status
✓CBTL Effective Date
✓CBTL End 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 transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 07208672
Company Status: Active
Incorporation Date: 30 March 2010
Directors: 8
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025
SIC Codes: 66220

Team (20)

Melanie Smith
Approved
Mark Frier
Approved
Martyn James Pottage
ApprovedCertified
Paul Alan Dickson
ApprovedCertified
David John Squire
ApprovedCertified
Justin Richard Rourke
ApprovedCertified
Greig Alexander Barker McGarvie
ApprovedCertified
Glyn Jenkinson
Certified
Kerry Lynne Chaloner
Certified
Paul Simon Moody
Certified
Stuart Smith
Certified
Barry Thomas Fitzsimmons
Certified
Steven Conchie
Certified
Sarah Jayne Tallentire
Certified
Benjamin Walsh
Certified
Kathryn Jessica Louis Hargrave
Certified
Michael Paul Usher
Certified
Emma Copley
Certified
Robert Antony Hoggarth
Certified
Michael Piper
Certified

Google Reviews

3.6

5 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

Carlisle, North West
14 years FCA-authorised
20 registered individuals
4 specialisms
10 FCA permissions
CH 07208672

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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.