FALKIRK INDEPENDENT FINANCIAL CONSULTANTS LIMITED
aka Vertus Mortgage & Insurance Brokers, FALKIRK INDEPENDENT FINANCIAL CONSULTANTS LIMITED
About
Looking for trusted financial advisors in Falkirk? Finli Group Ltd offers expert wealth management, tax planning, and investment advice to secure your future.
Source: finli.co.uk/office/falkirkContact & Location
Specialisms
Regulatory Information
- FRN
- 409355
- Status
- Authorised
- Date Authorised
- 19 November 2004
- Years Authorised
- 21 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
- ✓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
- SC273900
- Company Status
- Active
- Incorporation Date
- 27 September 2004
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 October 2024
- SIC Codes
- 82990
Team (1)
Craig James Richardson
ApprovedCertified
Google Reviews
3 reviews on Google
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Quick Facts
- Falkirk, Scotland
- 21 years FCA-authorised
- 2 registered individuals
- 4 specialisms
- 16 FCA permissions
- CH SC273900
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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.