Ethical Wealth Planning Ltd
aka Ethical Wealth Planning Ltd
Authorised
FRN 955055
Contact & Location
Specialisms
Regulated Services
Pension Transfer Advice
Pension Advice
Mortgage Arrangement
Mortgage Advice
Investment Advice
Regulatory Information
- FRN
- 955055
- Status
- Authorised
- Date Authorised
- 4 January 2022
- Years Authorised
- 4 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (14)
Show all permissionsHide permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 13417661
- Company Status
- Active
- Incorporation Date
- 24 May 2021
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (1)
Tomas Richard Pyart
ApprovedCertified
Quick Facts
- Southampton, South East
- 4 years FCA-authorised
- 1 registered individual
- 4 specialisms
- 14 FCA permissions
- CH 13417661
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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.