Gatehouse-IFA Ltd
aka South Devon FP, South Devon Financial Planning, Gatehouse-IFA Ltd
Authorised
FRN 767863
About
Bringing your money and your life together. Plan your future and achieve your goals with a Chartered Financial Planner.
Source: southdevonifa.co.ukContact & Location
Address
The Gatehouse 1, Kingsbridge TQ7 1RD, UKMore advisers in South HamsOpening Hours
Monday9:30 AM – 4:30 PM
Tuesday9:30 AM – 4:30 PM
Wednesday9:30 AM – 4:30 PM
Thursday9:30 AM – 4:30 PM
Friday9:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
Regulated Services
Peer-to-Peer Investment Advice
Pension Transfer Advice
Pension Advice
Investment Advice
Regulatory Information
- FRN
- 767863
- Status
- Authorised
- Date Authorised
- 25 August 2017
- Years Authorised
- 8 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (6)
Show all permissionsHide 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
- 06549784
- Company Status
- Active
- Incorporation Date
- 31 March 2008
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (2)
Caroline Sarah Brown
ApprovedJulian Charles Brown
ApprovedCertified
Quick Facts
- Kingsbridge, South West
- 8 years FCA-authorised
- 4 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 06549784
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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.