Aspen Wealth Management LLP
aka The Pension Advice Centre, Aspen Wealth Management LLP
About
Independent Financial Advisers covering Southampton and the Isle of Wight We can help you build up your investments, reduce your tax liabilities, plan for your retirement, and help you secure financial freedom. Learn More Specialist Retirement Planning Support and Advice Services Let us help you understand your pension and work out what your life will look like in retirement. Find out More In...
Source: aspenwm.co.ukContact & Location
Regulatory Information
- FRN
- 843370
- Status
- Authorised
- Date Authorised
- 25 February 2020
- Years Authorised
- 6 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓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
- OC427188
- Company Status
- Active
- Incorporation Date
- 3 May 2019
- Directors
- 3
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 5 April 2024
Team (6)
Roxanne Emily Wade
ApprovedJevan John Wade
ApprovedRyan Nordell
ApprovedJoanna Wade
ApprovedPaul Anthony Wade
ApprovedCertifiedDavid Hugh Cockling
Certified
Google Reviews
1 review on Google
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Quick Facts
- Ryde, South East
- 6 years FCA-authorised
- 6 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH OC427188
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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.