Caroline Anderson IFA LTD
aka Caroline Anderson IFA, Caroline Anderson IFA LTD
About
I will help you with all aspects of your wealth management and financial planning, providing unbiased financial advice and strategies that are right for you and your family
Source: shaunhartcfp.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 845012
- Status
- Authorised
- Date Authorised
- 26 June 2020
- Years Authorised
- 5 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
- 11691380
- Company Status
- Active
- Incorporation Date
- 22 November 2018
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 May 2025
- SIC Codes
- 66290
Team (4)
John Anderson
ApprovedCaroline Anderson
ApprovedCertifiedRyan Anderson
ApprovedCertifiedJed Michael Anderson
Certified
Google Reviews
44 reviews on Google
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Quick Facts
- Newcastle upon Tyne, North East
- 5 years FCA-authorised
- 4 registered individuals
- 4 specialisms
- 12 FCA permissions
- CH 11691380
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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.