Forward Plan IFA Limited
aka Forward Plan IFA Limited
About
Forward Plan - Independent Financial Advice for the Folkestone and Kent areas. Jargon free transparent financial advisors
Source: forward-plan.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 572891
- Status
- Authorised
- Date Authorised
- 2 April 2012
- Years Authorised
- 13 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 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
- 07837873
- Company Status
- Active
- Incorporation Date
- 7 November 2011
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 April 2025
- SIC Codes
- 70221
Team (3)
Andrew Martin Piper Parmenter
ApprovedCertifiedKerren Elizabeth Scales
No longer requiredChristopher Michael David Howe
No longer required
Google Reviews
4 reviews on Google
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Quick Facts
- Folkestone, South East
- 13 years FCA-authorised
- 4 registered individuals
- 4 specialisms
- 17 FCA permissions
- CH 07837873
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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.