Financial Planning Partners Limited
aka Financial Planning Partners Limited
About
Established in 1998, Financial Planning Partners offers Retirement Planning, Investment Management, Estate Planning, Wealth Management, and Tax Advice.
Source: fpp-ifa.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 301132
- Status
- Authorised
- Date Authorised
- 31 October 2004
- Years Authorised
- 21 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓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
- 04555216
- Company Status
- Active
- Incorporation Date
- 7 October 2002
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 28 February 2025
- SIC Codes
- 64999
Team (9)
Andrew John Hearne
ApprovedCertifiedAlison Brazier
CertifiedDavid James Hearne
CertifiedPatrick John Charles Waller
No longer requiredSimon John Latham
CertifiedMark Henry Bugden
CertifiedAnthony Phillip Rea
No longer requiredSusan Helen Shaw
No longer requiredValerie Jean Clift
No longer required
Google Reviews
6 reviews on Google
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Quick Facts
- Crowthorne, South East
- 21 years FCA-authorised
- 12 registered individuals
- 4 specialisms
- 5 FCA permissions
- CH 04555216
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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.