FINANCIAL DESIGN (INDEPENDENT FINANCIAL ADVISORS) LIMITED
aka FINANCIAL DESIGN (INDEPENDENT FINANCIAL ADVISORS) LIMITED
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.ukContact & Location
Address
Whateley's Dr, Kenilworth CV8 2GY, UKMore advisers in WarwickOpening Hours
Specialisms
Regulated Services
Regulatory Information
- FRN
- 536994
- Status
- Authorised
- Date Authorised
- 1 July 2011
- Years Authorised
- 14 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (20)
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
- ✓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
ApprovedCertifiedAlan Christopher Crowley
ApprovedCertifiedMark Jonathan Newbold
ApprovedCertifiedJordan Newbold
CertifiedLaura Crowley
CertifiedAdam Jon Newbold
CertifiedMatthew Lionel Martin
ApprovedDaniel Martin
ApprovedCertified
Google Reviews
20 reviews on Google
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Quick Facts
- Kenilworth, West Midlands
- 14 years FCA-authorised
- 12 registered individuals
- 4 specialisms
- 20 FCA permissions
- CH 04262500
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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.