ASCOT LLOYD FINANCIAL PLANNING LIMITED
aka ASCOT LLOYD FINANCIAL PLANNING LIMITED
Contact & Location
Regulatory Information
- FRN
- 144519
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓CBTL End Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓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
- 01447544
- Company Status
- Active
- Incorporation Date
- 7 September 1979
- Directors
- 5
- Accounts Category
- Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999, 66190
Team (20)
Francis Joseph Jackson
ApprovedEden Scrivenger
ApprovedBen Waterhouse
ApprovedSimon Vella
ApprovedBarry James Kane
ApprovedCertifiedJohn Tumilty
ApprovedCertifiedFelice Kirsten Rea
ApprovedCertifiedGareth Jude Murphy
ApprovedCertifiedJason Michael Windsor
ApprovedCertifiedEleanor Carol Malcolmson
CertifiedNeal Conrad Dewson
CertifiedDavid Murray
CertifiedDavid Jeremy Stroomer
CertifiedColin James Hazelton
CertifiedJacqueline Anne Nesbitt
CertifiedMartin Rowan
CertifiedMichael Damian Egan
CertifiedPerry Rapley
CertifiedDerek John Blaik
CertifiedBrett Owen Smith
Certified
Google Reviews
2 reviews on Google
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Quick Facts
- Birmingham, West Midlands
- 24 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 10 FCA permissions
- CH 01447544
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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.