Skip to main content
approval .co.uk
D(

FINANCIAL DESIGN (INDEPENDENT FINANCIAL ADVISORS) LIMITED

aka FINANCIAL DESIGN (INDEPENDENT FINANCIAL ADVISORS) LIMITED

Authorised FRN 536994 4.6 (20)

About

Financial Design are a team of expert independent financial designers with years of experience in delivering tangible results for clients.

Source: financial-design.co.uk

Contact & Location

Address
Whateley's Dr, Kenilworth CV8 2GY, UK
More advisers in Warwick
Opening Hours
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed

Specialisms

MortgagesPensionsRetirementInvestments

Regulatory Information

Status
Authorised
Date Authorised
1 July 2011
Years Authorised
14 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (20)
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 Pension Transfers and Pension Opt Outs
  • ✓Providing Credit Information Services
  • ✓Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • ✓Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • ✓Debt-counselling
  • ✓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
04262500
Company Status
Active
Incorporation Date
31 July 2001
Directors
4
Accounts Category
Total Exemption Full
Last Accounts Filed
30 September 2024
SIC Codes
64999

Team (8)

  • Peter Anthony Randle

    ApprovedCertified

  • Alan Christopher Crowley

    ApprovedCertified

  • Mark Jonathan Newbold

    ApprovedCertified

  • Jordan Newbold

    Certified

  • Laura Crowley

    Certified

  • Adam Jon Newbold

    Certified

  • Matthew Lionel Martin

    Approved

  • Daniel Martin

    ApprovedCertified

Google Reviews

4.6

20 reviews on Google

Read reviews on Google

Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

  • Kenilworth, West Midlands
  • 14 years FCA-authorised
  • 12 registered individuals
  • 4 specialisms
  • 20 FCA permissions
  • CH 04262500

Interested?

Request a no-obligation introduction.

Is this your firm?

Claim this profile to add your bio, photo, and fee information.

Data Sources

FCA RegisterCompanies HouseGoogle ReviewsPostcodes.io

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.