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Chartered Financial Solutions Limited

aka Chartered Financial Solutions Limited

Authorised FRN 940511 5.0 (1)

About

Self is a fee-only independent firm of Chartered Financial Planners, which has been providing sound, effective financial advice to financially established individuals and trust funds for over 45 years

Source: selfadvice.com

Contact & Location

Address
48, Cygnet Court, Timothy's Bridge Rd, Stratford-upon-Avon CV37 9NW, UK
More advisers in Warwick
Opening Hours
Monday8:00 AM – 4:30 PM
Tuesday8:00 AM – 4:30 PM
Wednesday8:00 AM – 4:30 PM
Thursday8:00 AM – 4:30 PM
Friday8:00 AM – 4:30 PM
SaturdayClosed
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
14 May 2021
Years Authorised
4 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (7)
Show all permissions
  • Agreeing to carry on a regulated activity
  • Advising on Pension Transfers and Pension Opt Outs
  • Debt-counselling
  • Credit Broking
  • 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
06611992
Company Status
Active
Incorporation Date
5 June 2008
Directors
1
Accounts Category
Micro Entity
Last Accounts Filed
30 June 2025
SIC Codes
66220

Team (1)

  • Richard Eric McCaughan

    ApprovedCertified

Google Reviews

5.0

1 review on Google

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Quick Facts

  • Warwickshire, West Midlands
  • 4 years FCA-authorised
  • 2 registered individuals
  • 4 specialisms
  • 7 FCA permissions
  • CH 06611992

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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.