Concept Financial Planning Ltd
aka Concept Mortgage Planning, Concept Financial Guidance, Concept Estate Planning, Concept Financial Planning Ltd
Contact & Location
Specialisms
Regulatory Information
- FRN
- 468797
- Status
- Authorised
- Date Authorised
- 2 July 2007
- Years Authorised
- 18 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓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
- 06247554
- Company Status
- Active
- Incorporation Date
- 15 May 2007
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 May 2025
- SIC Codes
- 64999
Team (10)
Paul Stuart Richardson
ApprovedCertifiedCarl Wilkinson
CertifiedDawn Keeling
CertifiedAlison Richardson
CertifiedCharlie James Nicholls
CertifiedPascale Marie Cecile Fontaine
No longer requiredDavid John Anderson
ApprovedCertifiedCatriona Ann Lumiste
ApprovedCertifiedScott Paul Davis
ApprovedCertifiedAdrian Michael Elliott
No longer required
Google Reviews
23 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Reigate, South East
- 18 years FCA-authorised
- 12 registered individuals
- 4 specialisms
- 13 FCA permissions
- CH 06247554
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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.