Charlwood IFA Limited
aka Charlwood IFA, Charlwood IFA Limited
About
Independent Financial Advisers providing financial advice and wealth management to clients throughout Dorset & Hampshire at an affordable price.
Source: charlwoodifa.comContact & Location
Regulatory Information
- FRN
- 226338
- Status
- Authorised
- Date Authorised
- 1 September 2003
- Years Authorised
- 22 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Managing investments
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Dealing in investments as agent
- ✓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
- 04820268
- Company Status
- Active
- Incorporation Date
- 3 July 2003
- Directors
- 4
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 August 2024
- SIC Codes
- 65110, 65120, 65300, 66300
Team (14)
Joanne Maria Charlwood
ApprovedMartyn Charlwood
ApprovedCertifiedJonathan Paul Tuck
CertifiedMichelle Lee Sanders
CertifiedStephen Charles Walker
No longer requiredJohn James Marlborough
No longer requiredTomas Care
CertifiedDarryl Charlwood
CertifiedDavid Roger Clark
CertifiedMark Robert Rawlings
CertifiedDavid Martyn Warren
No longer requiredPhillip Andrew Kasper
CertifiedNeville Philip Shepherd
No longer requiredJane Langdon
No longer required
Google Reviews
74 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Bournemouth, South West
- 22 years FCA-authorised
- 18 registered individuals
- 5 specialisms
- 9 FCA permissions
- CH 04820268
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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.