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Courtlands Wealth Planning Ltd

aka Courtlands Wealth Planning Ltd

Authorised FRN 809017

Contact & Location

Address

47 Blandford Ave, Oxford OX2 8EB, UK
More advisers in Oxford

Regulated Services

Pension Transfer Advice
Pension Advice
Investment Advice

Regulatory Information

Status
Authorised
Date Authorised
12 September 2018
Years Authorised
7 years
Regulator
FCA
Disciplinary Record
Clean Record

FCA Permissions (5)

Show all permissions
  • Agreeing to carry on a regulated activity
  • 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
11088880
Company Status
Active
Incorporation Date
29 November 2017
Directors
1
Accounts Category
Micro Entity
Last Accounts Filed
31 March 2025
SIC Codes
64999

Team (1)

  • Aleksandr Guy Hulkes

    ApprovedCertified

Quick Facts

  • Oxford, South East
  • 7 years FCA-authorised
  • 2 registered individuals
  • 3 specialisms
  • 5 FCA permissions
  • CH 11088880

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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.