Essex Financial Management Limited
aka EFM Insurance & Financial Group, Essex Financial Management Limited
About
Here to help you Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when …
Source: essexfp.comContact & Location
Regulatory Information
- FRN
- 149177
- 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
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Providing Credit Information Services
- ✓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
- ✓Dealing in investments as agent
- ✓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
- 02570025
- Company Status
- Active
- Incorporation Date
- 20 December 1990
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 70221
Team (9)
Kevin Marc Simmonds
ApprovedCertifiedKevin Terence Michael Honour
ApprovedCertifiedRobert Anthony Rix
CertifiedGeraint William Morris
CertifiedMark Lesile Felman
No longer requiredThomas Henry Harry Heffernan
ApprovedCertifiedGraham Laurence Berg
No longer requiredChristopher George Troughton
No longer requiredRobert Byrne
No longer required
Google Reviews
132 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Radlett, East of England
- 24 years FCA-authorised
- 10 registered individuals
- 5 specialisms
- 18 FCA permissions
- CH 02570025
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim this profile to add your bio, photo, and fee information.
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.