Epsilon Planning LLP
aka Spectrum Financial Planning, Ag Financial Foresight, Epsilon Planning LLP
About
0 "Good plans shape good decisions. That's why good planning helps to make elusive dreams come true. " Lester Robert Bittel FIND OUT MORE Who Are We.
Source: planning-experts.comContact & Location
Specialisms
Regulatory Information
- FRN
- 756672
- Status
- Authorised
- Date Authorised
- 9 January 2017
- Years Authorised
- 9 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
- NC001351
- Company Status
- Active
- Incorporation Date
- 1 March 2016
- Directors
- 0
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 March 2025
Team (6)
. Spectrum Wealth Management Ltd
Approved. Spectrum Advice Group Ltd
ApprovedJames Matthew Smyth
ApprovedCertifiedNeil James Forsythe
ApprovedCertifiedIan Samuel Pyper
CertifiedCaroline Mary Smyth
Certified
Google Reviews
1 review on Google
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Quick Facts
- Ballyclare, Northern Ireland
- 9 years FCA-authorised
- 7 registered individuals
- 3 specialisms
- 5 FCA permissions
- CH NC001351
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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.