FINLI (FA92) LIMITED
aka Finli, FINLI (FA92) LIMITED
About
Based in Leamington Spa, our financial planners provide personalised financial planning that aligns with your life ambitions.
Source: finli.co.uk/office/leamington-officeContact & Location
Regulatory Information
- FRN
- 195522
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 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
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 04077157
- Company Status
- Active
- Incorporation Date
- 25 September 2000
- Directors
- 3
- Accounts Category
- Audit Exemption Subsidiary
- Last Accounts Filed
- 30 June 2025
- SIC Codes
- 66190
Team (20)
James Robert Bryce
ApprovedSteven Poulton
ApprovedAndrew Bernard Thompson
ApprovedDarren William John Sharkey
ApprovedAndrew Moore
ApprovedDavid Christopher Dean
CertifiedMark Robert Rose
CertifiedMark Peter Turner
CertifiedSajid Khan
CertifiedSimon John Battle
CertifiedStephen Ian Jevons
CertifiedAndrew Joseph James Burton
CertifiedBenjamin Alexander Pegler
CertifiedEdward Bryce
CertifiedJames Wesley Mellor
CertifiedRichard Holland
CertifiedSimon Matthew Mynall-Wood
CertifiedBarrie Roy Jackson
CertifiedIan Patrick O'Brien
CertifiedSimon James Brannigan
Certified
Quick Facts
- Royal Sutton Coldfield, West Midlands
- 24 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH 04077157
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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.