Demelza Financial Planning Limited
aka Demelza Lifestyle Financial Planners, Demelza Financial Planning Limited
About
Return to homepage menu facebook Telephone: 01726 891 421 Email: [email protected] About Us Estate Planning Inheritance Tax Wills & Trusts Retirement Planning Wealth Management Pension Management News/Info Contact Us The Demelza Group Welcome to The Demelza Group. We have been providing independent estate planning advice and financial services in Cornwall since 2003. We specialise in helping ...
Source: thedemelzagroup.co.ukContact & Location
Regulatory Information
- FRN
- 460974
- Status
- Authorised
- Date Authorised
- 8 January 2007
- Years Authorised
- 19 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓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
- 04764475
- Company Status
- Active
- Incorporation Date
- 14 May 2003
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 July 2024
- SIC Codes
- 64999
Team (1)
Denis Peter James Mitchell
ApprovedCertified
Quick Facts
- Bodmin, South West
- 19 years FCA-authorised
- 2 registered individuals
- 5 specialisms
- 12 FCA permissions
- CH 04764475
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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.