Athena Wealth Planning Limited
aka Athena Wealth Planning Limited
Authorised FRN 627636
About
We provide clear, independent, professional financial planning & advice tailored to your individual needs.
Source: athenawealthplanning.co.ukContact & Location
Monday10:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 4:00 PM
SaturdayClosed
SundayClosed
Specialisms
Regulatory Information
- FRN
- 627636
- Status
- Authorised
- Date Authorised
- 8 October 2014
- Years Authorised
- 11 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
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 09086612
- Company Status
- Active
- Incorporation Date
- 16 June 2014
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 May 2025
- SIC Codes
- 74909
Team (10)
Sarah Revell
ApprovedCaroline Elisabeth Devonshire
ApprovedCertifiedLinda van Meurs
CertifiedAlastair Ian Cameron-Dick
CertifiedWesley Adrian Van Aswegen
CertifiedLaura Major
CertifiedThomas Atkinson
ApprovedCertifiedFrances June Afonso
ApprovedCertifiedColin Andrew Enright
CertifiedGeorge Richard Moorey-Denham
No longer required
Quick Facts
- Sevenoaks, South East
- 11 years FCA-authorised
- 12 registered individuals
- 4 specialisms
- 12 FCA permissions
- CH 09086612
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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.