Estate Financial Planning Limited
aka Estate Financial Planning Limited
About
Our aim is to help individuals and businesses to achieve their financial goals. Tell us about your financial objectives and when you want to achieve them.
Source: estatefinancialplanning.orgContact & Location
Regulatory Information
- FRN
- 565554
- Status
- Authorised
- Date Authorised
- 1 June 2012
- Years Authorised
- 13 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
- ✓Debt-counselling
- ✓Debt Adjusting
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓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
- 06926958
- Company Status
- Active
- Incorporation Date
- 8 June 2009
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 June 2025
- SIC Codes
- 64999
Team (8)
Clive Headon Jaques
ApprovedCertifiedRichard Grenville Harley
CertifiedWilliam Alan Webb
CertifiedJeremy Martin
ApprovedCertifiedHuw Thomas
No longer requiredAlex Bowden
CertifiedRachel Martin
ApprovedEdward Michael Kindler
No longer required
Google Reviews
1 review on Google
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Quick Facts
- Guildford, South East
- 13 years FCA-authorised
- 9 registered individuals
- 5 specialisms
- 19 FCA permissions
- CH 06926958
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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.