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Ethical Wealth Planning Ltd

aka Ethical Wealth Planning Ltd

Authorised FRN 955055

Contact & Location

Address
11 Kingswood
Marchwood
Southampton
SO40 4YQ
More advisers in New Forest

Regulatory Information

Status
Authorised
Date Authorised
4 January 2022
Years Authorised
4 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (14)
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
  • 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.