Create Wealth Management Ltd
aka Create Wealth Chartered Financial Planners, Create Wealth, Create Wealth Management Ltd
About
uk 0800 118 2526 Call Home About Us Testimonials Contact Locations Our Fees What Being Chartered Means Services Independent Financial Planning Investments Retirement Inheritance Tax Trust Services Claims Management About Money Achieving More Advice to Avoid Behavioural Traps What is a Financial Plan. Financial Planning Money Boxes Video Guides Portal Log In User Guides We help our clients enjo...
Source: createwealth.co.ukContact & Location
Regulatory Information
- FRN
- 425738
- Status
- Authorised
- Date Authorised
- 19 April 2005
- Years Authorised
- 20 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advice, investigation or representation in relation to a financial services or financial product claim
- ✓Advising on P2P agreements
- ✓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
- 05288526
- Company Status
- Active
- Incorporation Date
- 16 November 2004
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 November 2024
- SIC Codes
- 66190
Team (3)
Peter Lewis Davies
ApprovedCertifiedStephen Anthony Ng
ApprovedCertifiedThomas Gervais Rentoul Brown
No longer required
Quick Facts
- Newport, Wales
- 20 years FCA-authorised
- 5 registered individuals
- 5 specialisms
- 12 FCA permissions
- CH 05288526
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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.