Financial Framework Wealth & Estate Planning Limited
aka Integra, Financial Framework Wealth & Estate Planning, Financial Framework Wealth & Estate Planning Limited
About
We offer a range of independent financial advice (IFA) services including investment advice, wealth management, retirement planning, tax planning and intergenerational financial planning through the use of Trusts and tax planning tools. Our head office is in Otley, Yorkshire.
Source: financialframework.co.ukContact & Location
Regulatory Information
- FRN
- 843450
- Status
- Authorised
- Date Authorised
- 3 December 2019
- Years Authorised
- 6 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 11602026
- Company Status
- Active
- Incorporation Date
- 3 October 2018
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 70221
Team (13)
Simon Stephen Jones
ApprovedCertifiedAdele Dawn Jones
ApprovedCertifiedDavid Curtis Armitage
CertifiedRobert Alan Massey
CertifiedJonathan Paul Hirst
CertifiedMark John Ralph
CertifiedWilliam Anthony Peter Young
CertifiedNicholas Minto
CertifiedJaspreet Kaur Haywood
CertifiedAndre Michael McRobie
CertifiedChristopher Antony Hughes
CertifiedJohn Brennan Casey
No longer requiredGillian Yates
Certified
Google Reviews
2 reviews on Google
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Quick Facts
- Otley, Yorkshire and The Humber
- 6 years FCA-authorised
- 15 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 11602026
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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.