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Charterhouse Estate Planning And Investment Services Limited logo

Charterhouse Estate Planning And Investment Services Limited

aka Charterhouse Estate Planning And Investment Services Limited

Authorised FRN 462519

Contact & Location

Address
Crockers Ash House, Ross-on-Wye HR9 6DS, UK
More advisers in Cardiff
Opening Hours
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

Status
Authorised
Date Authorised
5 February 2007
Years Authorised
19 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (5)
Show all permissions
  • Agreeing to carry on a regulated activity
  • Advising on P2P agreements
  • 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
05922827
Company Status
Active
Incorporation Date
1 September 2006
Directors
2
Accounts Category
Total Exemption Full
Last Accounts Filed
31 March 2025
SIC Codes
66190

Team (3)

  • Alan Paul Christopher Clarke

    ApprovedCertified
  • Anthony James Scrivens

    ApprovedCertified
  • Denise Maria Davies

    No longer required

Quick Facts

  • Cardiff, Wales
  • 19 years FCA-authorised
  • 5 registered individuals
  • 4 specialisms
  • 5 FCA permissions
  • CH 05922827

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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.