FORGERON FINANCIAL PLANNING LIMITED
aka FORGERON FINANCIAL PLANNING LIMITED
About
Home Our Services Digital Services Calculators Contact Us Welcome to Forgeron Financial Planning Ltd With 40 years of financial services experience behind us, we are sure that our approach will be beneficial. Thank you for visiting the website. Whilst we try to show the areas we can help in, there is nothing like conversation to see if we can truly help.
Source: forgeron.trustedadviser.infoContact & Location
Regulatory Information
- FRN
- 512100
- Status
- Authorised
- Date Authorised
- 8 February 2010
- Years Authorised
- 16 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
- ✓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
- 07043000
- Company Status
- Active
- Incorporation Date
- 14 October 2009
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999
Team (2)
John Smith
ApprovedCertifiedLaura Jane Smith
No longer required
Quick Facts
- Tiverton, South West
- 16 years FCA-authorised
- 3 registered individuals
- 5 specialisms
- 18 FCA permissions
- CH 07043000
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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.