DTE Risk and Financial Management Limited

Name: DTE Risk and Financial Management Limited
Address: The Exchange, 5 Bank Street, Bury, Lancashire, BL9 0DN, GB
Telephone: 0161 767 1400
Price range: $$

aka DTE Financial Planning, DTE Risk and Financial Management Limited

Authorised FRN 125247

About

DTE Financial Planning work with a diverse range of private and corporate clients and for this reason we do not…Read More

Source: dtefinancialplanning.com

Contact & Location

Address

The Exchange, 5 Bank St, Bury BL9 0DN, UK

More advisers in Bury

Phone

0161 767 1400

Website

dtefinancialplanning.com

View on Google Maps

Opening Hours

Monday8:00 AM – 5:00 PM

Tuesday8:00 AM – 5:00 PM

Wednesday8:00 AM – 5:00 PM

Thursday8:00 AM – 5:00 PM

Friday8:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 125247
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (14)

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 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: 01967512
Company Status: Active
Incorporation Date: 2 December 1985
Directors: 3
Accounts Category: Total Exemption Full
Last Accounts Filed: 30 April 2025
SIC Codes: 66190

Team (15)

Richard Ian Taylor
Approved
Nicholas James Fail
Approved
Matthew Nicholas Beckley
ApprovedCertified
Simon Gallagher
Certified
Philip Richard Whitworth
Certified
John David Davenport
Certified
Michael John McNulty
No longer required
Alan McCann
No longer required
Michael John Hughes
ApprovedCertified
Christopher Foster
ApprovedCertified
Stella Maria Collinge
Certified
Andrew Cawson
No longer required
David Peter Lamb
Certified
Neil John Martin
No longer required
John Howard Dixon
No longer required

Quick Facts

Bury, North West
24 years FCA-authorised
20 registered individuals
4 specialisms
14 FCA permissions
CH 01967512

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Data Sources

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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.