CITY FINANCIAL PLANNING LIMITED

Name: CITY FINANCIAL PLANNING LIMITED
Address: 3 Princes Buildings, Bath, Somerset, BA1 2ED, GB
Telephone: 01225 314999
Price range: $$
Rating: 5

aka CITY FINANCIAL PLANNING LIMITED

Authorised FRN 440633 5.0 (3)

About

City Financial Planning Limited, independent financial advisers (IFA) based in Bath, Somerset, specialising in Insurance, Pensions, Mortgages, Life cover and, Investments & Savings.

Source: cityfinancialplanning.co.uk

Contact & Location

Address

3, Princes Buildings, George St, Bath BA1 2ED, UK

More advisers in Bath and North East Somerset

Phone

01225 314999

Website

cityfinancialplanning.co.uk

View on Google Maps

Opening Hours

Monday9:00 AM – 5:30 PM

Tuesday9:00 AM – 5:30 PM

Wednesday9:00 AM – 5:30 PM

Thursday9:00 AM – 5:30 PM

Friday9:00 AM – 5:30 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 440633
Status: Authorised
Date Authorised: 3 January 2006
Years Authorised: 20 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: 03224580
Company Status: Active
Incorporation Date: 15 July 1996
Directors: 4
Accounts Category: Audit Exemption Subsidiary
Last Accounts Filed: 31 March 2025
SIC Codes: 66190

Team (20)

Mark Robert Pearson
Approved
Gregory Seath
Approved
Timothy Patrick Quirke
ApprovedCertified
Craig Stewart Webster
ApprovedCertified
Iain Alexander Valentine
ApprovedCertified
Gary Leslie John Pimm
Certified
Alexander Lewis Veale
Certified
Frederick Michael Binstead
Certified
Timothy Nicholas Skelton
Certified
Minakshee Chauhan
Certified
Kenneth Broughton
Certified
Callum Hussey
Certified
Kypros Anthony Harrison
Certified
Michael Jonathan Barker
Certified
Sandra Penelope Bishop
Certified
Mark William Brill
Certified
Lisa Holden
No longer required
Lindsey Jacqueline Jones
No longer required
Mark Richard Gould
Approved
Robert Stainsby
Approved

Google Reviews

5.0

3 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Bath, South West
20 years FCA-authorised
20 registered individuals
5 specialisms
19 FCA permissions
CH 03224580

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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.