ASSURED PRIVATE WEALTH LTD
aka ASSURED PRIVATE WEALTH LTD
About
Expert inheritance tax planning consultants offering advice on pensions, wills, estates & trusts. Contact us for inheritance tax financial advice.
Source: apw-ifa.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 718755
- Status
- Authorised
- Date Authorised
- 5 August 2016
- Years Authorised
- 9 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
- ✓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
- 08759684
- Company Status
- Active
- Incorporation Date
- 4 November 2013
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 July 2024
- SIC Codes
- 66110
Team (4)
Rebecca Holland
ApprovedMatthew James Holland
ApprovedCertifiedDavid Peter Cartwright
CertifiedHarry David Young
No longer required
Google Reviews
61 reviews on Google
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Quick Facts
- Southampton, South East
- 9 years FCA-authorised
- 6 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 08759684
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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.