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College Street Insurance Advisers

aka College Street Insurance Advisers

Authorised FRN 596683 5.0 (8)

About

Clifton Wealth Partnership has been offering specialist financial services to business and individuals throughout the UK since 1986.

Source: lifestylefinancialadvice.com

Contact & Location

Address
Lifestyle, House 97, 99 Talbot Rd, Talbot Green, Pontyclun CF72 8AE, UK
More advisers in Neath Port Talbot
Opening Hours
Monday9:30 AM – 5:30 PM
Tuesday9:30 AM – 5:30 PM
Wednesday9:30 AM – 5:30 PM
Thursday9:30 AM – 5:30 PM
Friday9:30 AM – 5:30 PM
Saturday9:00 AM – 1:00 PM
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
20 August 2013
Years Authorised
12 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (6)
Show all permissions
  • Agreeing to carry on a regulated activity
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • 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
01329091
Company Status
Dissolved
Incorporation Date
7 September 1977
Directors
3
Accounts Category
Dormant
Last Accounts Filed
31 March 2024
SIC Codes
99999

Team (3)

  • Richard Stephen Thomas

    ApprovedCertified
  • Vivian Davies

    ApprovedCertified
  • Andrew John Boyt

    No longer required

Google Reviews

5.0

8 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

  • , Wales
  • 12 years FCA-authorised
  • 5 registered individuals
  • 4 specialisms
  • 6 FCA permissions
  • CH 01329091

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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.