Doherty Pension & Investment Consultancy Limited
aka Doherty Pension & Investment Consultancy Limited
About
Established in 1985, Doherty PIC (Pension & Investment Consultancy) Ltd is one of the largest financial planning practices in Northern Ireland.
Source: dohertypic.comContact & Location
Regulatory Information
- FRN
- 186761
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 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
- ✓Managing investments
- ✓Dealing in investments as agent
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓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
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- NI031915
- Company Status
- Active
- Incorporation Date
- 7 February 1997
- Directors
- 6
- Accounts Category
- Full
- Last Accounts Filed
- 31 May 2025
- SIC Codes
- 82990
Team (15)
Lorraine Sarah Rodgers
ApprovedStephen William Cross
ApprovedCertifiedJohn Edward Dooher
ApprovedCertifiedAlan John Thomson
ApprovedCertifiedTerence Henry Lappin
ApprovedCertifiedJacqueline Kyle
ApprovedCertifiedMichael David Wright
ApprovedCertifiedAlastair Henry
CertifiedMatthew Gray
CertifiedConnor Lavery
CertifiedSean Alexander Barrett
ApprovedDeirdre Teresa Moore
ApprovedCertifiedColin John McHugh
ApprovedCertifiedPhilip Wallace Hunter
ApprovedCertifiedSara Jayne Gibson
No longer required
Quick Facts
- Belfast, Northern Ireland
- 24 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 16 FCA permissions
- CH NI031915
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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.