EQUITAS FINANCIAL (UK) LIMITED
aka EQUITAS FINANCIAL (UK) LIMITED
About
Welcome toEquitas Financial We’re here to help you Our aim is to help individuals and businesses to achieve their financial goals Areas of Advice Retirement Planning Need help with your retirement? Savings and Investments How to plan for the future ESG Are you driven by ethical investing? Inheritance Tax Planning Do you want to explore …
Source: equitasfinancial.netContact & Location
Specialisms
Regulatory Information
- FRN
- 615273
- Status
- Authorised
- Date Authorised
- 28 April 2014
- Years Authorised
- 11 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 Pension Transfers and Pension Opt Outs
- ✓Providing Credit Information Services
- ✓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
- 08305878
- Company Status
- Active
- Incorporation Date
- 23 November 2012
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 September 2024
- SIC Codes
- 66190
Team (13)
Geoffrey Clive Charles Ribbons
ApprovedCertifiedDaniel Paul Aslett
ApprovedCertifiedDarren James Courtnell
CertifiedMark Geoffrey Davies
CertifiedJames Terry Barkell
CertifiedJohn Anthony Bruce Hurson
CertifiedGary Tromans
CertifiedAntony Churchill Earl
CertifiedJames William Matheson
CertifiedCherry Hudson
CertifiedRoss Alexander Bryant
ApprovedCertifiedMichael David Harms
ApprovedCertifiedDavid Robert Burch
Certified
Google Reviews
61 reviews on Google
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Quick Facts
- Plymouth, South West
- 11 years FCA-authorised
- 20 registered individuals
- 4 specialisms
- 17 FCA permissions
- CH 08305878
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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.