Estate Capital Financial Management Limited
aka Estate Capital Financial Management Limited
About
Our team of chartered financial planners can help you achieve your financial goals. Free initial consultation. Secure your financial future today, choose a trusted financial advisor company.
Source: estatecapital.co.ukContact & Location
Regulatory Information
- FRN
- 402217
- Status
- Authorised
- Date Authorised
- 5 October 2004
- Years Authorised
- 21 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓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
- 04688919
- Company Status
- Active
- Incorporation Date
- 6 March 2003
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 66190
Team (11)
Christopher Gareth Davies
ApprovedCertifiedPhilip David Johnson
CertifiedKevin Roderick Jones
CertifiedRobin Andrew Burden
CertifiedMichael John Williamson
CertifiedKimberley Sare
CertifiedAdam James Bexson
CertifiedJill Susan Delgado
CertifiedChristopher Powell-Thomas
CertifiedPolina Jenkins
No longer requiredNicholas Trenham Weatherhead
No longer required
Google Reviews
4 reviews on Google
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Quick Facts
- Swansea, Wales
- 21 years FCA-authorised
- 14 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 04688919
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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.