ELLACOTTS WEALTH PLANNING LIMITED
aka ELLACOTTS WEALTH PLANNING LIMITED
Authorised FRN 611045
About
Our specialist Ellacotts Wealth Planning team takes away the hassle and deliver tailored financial planning to suit you and your family.
Source: ellacottswealth.co.ukContact & Location
Monday8:15 AM – 5:15 PM
Tuesday8:15 AM – 5:15 PM
Wednesday8:15 AM – 5:15 PM
Thursday8:15 AM – 5:15 PM
Friday8:15 AM – 5:15 PM
SaturdayClosed
SundayClosed
Specialisms
Regulatory Information
- FRN
- 611045
- Status
- Authorised
- Date Authorised
- 18 February 2014
- Years Authorised
- 12 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 07801188
- Company Status
- Active
- Incorporation Date
- 7 October 2011
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (9)
David Stevens
ApprovedChristopher Adrian Slatter
ApprovedCertifiedJoanne Mara
CertifiedDavid Brian Saunders
No longer requiredAnn Louise Cope
No longer requiredBaljit Kaur
CertifiedAlan Richard Boby
No longer requiredMorag Elaine Matthews
No longer requiredMalcolm Paul Smith
No longer required
Quick Facts
- Banbury, South East
- 12 years FCA-authorised
- 11 registered individuals
- 3 specialisms
- 5 FCA permissions
- CH 07801188
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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.