Cornerstone Financial Planning Ltd
aka Cornerstone Estate Planning, Cornerstone Financial Planning Ltd
About
Our aim is to help individuals and businesses to achieve their financial goals. Tell us about your financial objectives and when you want to achieve them.
Source: cornerstonecfp.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 977687
- Status
- Authorised
- Date Authorised
- 3 January 2023
- Years Authorised
- 3 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓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 transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 05623494
- Company Status
- Active
- Incorporation Date
- 15 November 2005
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 December 2025
- SIC Codes
- 82990
Team (2)
Wendy Jane Whitehead
ApprovedChristopher Edward Whitehead
ApprovedCertified
Google Reviews
14 reviews on Google
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Quick Facts
- Lancashire, North West
- 3 years FCA-authorised
- 2 registered individuals
- 4 specialisms
- 7 FCA permissions
- CH 05623494
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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.