Asset Management Financial Advisers Limited
aka AMFA, Asset Management Financial Advisers Limited
About
AMFA’s independent financial advisors provide wealth and investment management with future protection to both individuals and businesses.
Source: assetmanagement.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 172274
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓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
- 02150087
- Company Status
- Active
- Incorporation Date
- 24 July 1987
- Directors
- 3
- Accounts Category
- Small
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999, 65202
Team (18)
Matthew Harry Wood
ApprovedGordon Craig
ApprovedCertifiedAndrew John Wood
ApprovedCertifiedAdam Douglas Roy Keith
CertifiedBruce James Mckendrick
CertifiedDavid Andrew Robertson
CertifiedWilliam Isaac Neal
CertifiedJake Harry Cousins
CertifiedMichelle Marie Lynch
CertifiedAlex Michael Birbeck
CertifiedRavinder Singh Rai
CertifiedIAN ALEXANDER JONES
CertifiedGordon John Race
No longer requiredPeter Edwin Davis
No longer requiredBenjamin David Thorpe
ApprovedCertifiedChristopher David Wilson
ApprovedCertifiedStuart Miles Terry
CertifiedJoseph Christopher Joel Rees-Long
No longer required
Google Reviews
12 reviews on Google
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Quick Facts
- Southampton, South East
- 24 years FCA-authorised
- 20 registered individuals
- 4 specialisms
- 15 FCA permissions
- CH 02150087
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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.