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.uk

Contact & Location

Address

53 Bartholomew St, Newbury RG14 5QA, UK

More advisers in West Berkshire

Phone: 01635 48727

Website: chesterrose.co.uk

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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

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulated Services

Peer-to-Peer Investment Advice

Pension Transfer Advice

Pension Advice

Credit Broking

Mortgage Arrangement

Mortgage Advice

Investment Advice

Regulatory Information

FRN: 726620
Status: Authorised
Date Authorised: 1 July 2016
Years Authorised: 9 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (15)

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
Approved
Mark Steven Scudder
Approved
Christopher Douglas Francis Mills
Approved
Jonathan Leonard Creasey
ApprovedCertified
Christopher Andrew Butcher
ApprovedCertified
Suzanne Allen
ApprovedCertified
Patrick Harry Muir
ApprovedCertified
Karen Barbara Wood
ApprovedCertified
David Christopher Flood
Certified
Corriston C J Campbell
Certified
Matthew Charles William Hobbins
Certified
Michelle Bugeja-Robinson
Certified
Rupinder Bhamra
Certified
Ryan Bush
Certified
Kiaron Paul Noone
Certified
Robert James Saunders
Certified
Adam David Vanstone
Certified
David John Pollard
Certified
Matthew 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

FCA Register Companies HouseGoogle ReviewsPostcodes.io

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.