City Financial Planning (Exeter) Limited

Name: City Financial Planning (Exeter) Limited
Address: Aston Court, Pynes Hill, Exeter, Devon, EX2 5AZ, GB
Telephone: 01392 201120
Price range: $$
Rating: 1

aka City Financial Planning (Exeter) Limited

Authorised FRN 460195 1.0 (1)

About

Queensgate Financial Advisers Ltd, independent financial advisers (IFA) based in , Devon, Exeter, specialising in Insurance, Pensions, Mortgages, Life cover and, Investments & Savings.

Source: cityfinancialplanningexeter.co.uk

Contact & Location

Address

Aston court, Pynes Hill, Exeter EX2 5AZ, UK

More advisers in Exeter

Phone

01392 201120

Website

cityfinancialplanningexeter.co.uk

View on Google Maps

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

FridayClosed

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 460195
Status: Authorised
Date Authorised: 1 March 2007
Years Authorised: 19 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (19)

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
✓Providing Credit Information Services
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓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: 03606716
Company Status: Active
Incorporation Date: 30 July 1998
Directors: 5
Accounts Category: Audit Exemption Subsidiary
Last Accounts Filed: 31 March 2025
SIC Codes: 66190

Team (18)

Gregory Seath
Approved
Mark Robert Pearson
Approved
Clive Terence Swiggs
ApprovedCertified
Timothy Patrick Quirke
ApprovedCertified
Craig Stewart Webster
ApprovedCertified
Iain Alexander Valentine
ApprovedCertified
Michael Jonathan Barker
Certified
Minakshee Chauhan
Certified
Timothy Nicholas Skelton
Certified
Kypros Anthony Harrison
Certified
Kenneth Broughton
Certified
Sandra Penelope Bishop
Certified
Lindsey Jacqueline Jones
No longer required
Robert Stainsby
Approved
Louisa Emily Williams
Approved
Mark Richard Gould
Approved
Lisa Holden
No longer required
Fiona Elizabeth Bolt
ApprovedCertified

Google Reviews

1.0

1 review on Google

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Quick Facts

Exeter, South West
19 years FCA-authorised
20 registered individuals
5 specialisms
19 FCA permissions
CH 03606716

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Data Sources

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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.