CHESTER ROSE FINANCIAL PLANNING LTD
aka CHESTER ROSE FINANCIAL PLANNING LTD
About
Unlock financial success with independent financial planning. Through expert financial advice tailored to your unique financial goals, we’ll help you navigate the complexities of investments, pensions, and financial planning. Partner with us for a reliable and client-focused approach to wealth management. We serve clients nationwide.
Source: chesterrose.co.ukContact & Location
Regulatory Information
- FRN
- 726620
- Status
- Authorised
- Date Authorised
- 1 July 2016
- Years Authorised
- 9 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 P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓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
- 05835113
- Company Status
- Active
- Incorporation Date
- 1 June 2006
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 October 2024
- SIC Codes
- 70221
Team (19)
Richard Thomas Dunbabin
ApprovedMark Steven Scudder
ApprovedChristopher Douglas Francis Mills
ApprovedJonathan Leonard Creasey
ApprovedCertifiedChristopher Andrew Butcher
ApprovedCertifiedSuzanne Allen
ApprovedCertifiedPatrick Harry Muir
ApprovedCertifiedKaren Barbara Wood
ApprovedCertifiedDavid Christopher Flood
CertifiedCorriston C J Campbell
CertifiedMatthew Charles William Hobbins
CertifiedMichelle Bugeja-Robinson
CertifiedRupinder Bhamra
CertifiedRyan Bush
CertifiedKiaron Paul Noone
CertifiedRobert James Saunders
CertifiedAdam David Vanstone
CertifiedDavid John Pollard
CertifiedMatthew Grifferty
ApprovedCertified
Quick Facts
- Newbury, South East
- 9 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH 05835113
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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.