BARRY W P BENNETT LTD
aka BENNETT WEALTH PLANNING, BARRY W P BENNETT LTD
About
Devon Based Family Business - providing bespoke, private client Wealth Management and Financial Planning on an ongoing, personal and face to face basis.
Source: bennettwealthplanning.comContact & Location
Specialisms
Regulatory Information
- FRN
- 799367
- Status
- Authorised
- Date Authorised
- 18 April 2018
- Years Authorised
- 7 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
- ✓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
- 08495206
- Company Status
- Active
- Incorporation Date
- 18 April 2013
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 April 2025
- SIC Codes
- 70221
Team (2)
Barry Bennett
ApprovedCertifiedSimon Peter Bennett
ApprovedCertified
Google Reviews
4 reviews on Google
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Quick Facts
- Yelverton, South West
- 7 years FCA-authorised
- 4 registered individuals
- 3 specialisms
- 6 FCA permissions
- CH 08495206
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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.