Diligent Wealth Planning Limited
aka Diligent Wealth Planning Limited
About
Home Meet the Team Our Services Digital Services Calculators Contact Us Newsletters Updates Diligent Wealth Planning Financial Advisers in Pontypridd Click here to contact us Our Services As financial advisers we provide individuals and businesses with advice on practical and relevant solutions to help them to meet their financial objectives. Some of the key areas we advice on are listed below...
Source: diligentwealthplanning.comContact & Location
Regulatory Information
- FRN
- 709682
- Status
- Authorised
- Date Authorised
- 9 December 2015
- Years Authorised
- 10 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- ✓Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- ✓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
- 09555382
- Company Status
- Active
- Incorporation Date
- 22 April 2015
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 April 2025
- SIC Codes
- 66190
Team (2)
Gareth Anthony William Harris
ApprovedCertifiedStephen Vivian Davies
ApprovedCertified
Quick Facts
- Pontypridd, Wales
- 10 years FCA-authorised
- 4 registered individuals
- 5 specialisms
- 17 FCA permissions
- CH 09555382
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim this profile to add your bio, photo, and fee information.
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.