Courtlands Wealth Planning Ltd
aka Courtlands Wealth Planning Ltd
Authorised
FRN 809017
Contact & Location
Address
47 Blandford Ave, Oxford OX2 8EB, UKMore advisers in OxfordSpecialisms
Regulated Services
Pension Transfer Advice
Pension Advice
Investment Advice
Regulatory Information
- FRN
- 809017
- Status
- Authorised
- Date Authorised
- 12 September 2018
- Years Authorised
- 7 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (5)
Show all permissionsHide 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.