BP
BRUNEL INDEPENDENT FINANCIAL PLANNERS LIMITED
aka BRUNEL INDEPENDENT FINANCIAL PLANNERS LIMITED
Authorised FRN 629678
About
Brunel Wealth provide financial services to businesses, business owners, high net worth individuals, professionals and for pre and post retirement. The team are specialists in wealth management, financial planning, healthcare and employee benefits.
Source: brunelwealth.co.ukContact & Location
Monday9:00 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 – 5:00 PM
SaturdayClosed
SundayClosed
Regulatory Information
- FRN
- 629678
- Status
- Authorised
- Date Authorised
- 3 November 2014
- Years Authorised
- 11 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 09046783
- Company Status
- Active
- Incorporation Date
- 19 May 2014
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999, 66190, 66290
Team (4)
Alex Nicklin
ApprovedCertifiedThomas Joseph Christopher Jones
No longer requiredCarol Lesley Jones
No longer requiredIain Kerr Black
Approved
Quick Facts
- Bristol, South West
- 11 years FCA-authorised
- 4 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 09046783
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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.