Aurea Financial Planning Limited
aka Aurea Financial Planning Limited
About
FINANCIAL PLANNING For life Award winning READ OUR CORONAVIRUS UPDATE Your Future, Better Planned FINANCIAL PLANNING How would your life change if you knew you had the finances available to support you for the rest of your life. Would it change your outlook on life and work. Whether you want to stop work or not, knowing that you have financial freedom can bring a new perspective and enable yo...
Source: aureafp.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 121212
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 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
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 01327039
- Company Status
- Active
- Incorporation Date
- 25 August 1977
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 June 2024
- SIC Codes
- 64999
Team (12)
Helen Woolgar-Bowles
ApprovedRebecca Jane Taylor
ApprovedCertifiedVeena Patel
CertifiedSukhdeep Dhamrait
CertifiedDaniel Victor Seal
CertifiedAdrian James Clayfield
CertifiedPaul Claricoates
CertifiedKenneth Rodney Woolgar-Bowles
No longer requiredRobin Geoffrey Platts
No longer requiredJeanette Barrow
No longer requiredJane Smethurst
No longer requiredSallie Parker-Bowles
No longer required
Quick Facts
- Peterborough, East of England
- 24 years FCA-authorised
- 15 registered individuals
- 4 specialisms
- 7 FCA permissions
- CH 01327039
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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.