H C I Financial Services Limited
aka HCI Chartered Financial Planners, H C I Financial Services Limited
About
We are an award-winning financial planning firm based in Chester, let us help you on your journey to where you want to be.
Source: hcifs.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 197342
- 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
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓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
- ✓Dealing in investments as agent
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 04188959
- Company Status
- Active
- Incorporation Date
- 28 March 2001
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999
Team (19)
Richard Alexander Challis
ApprovedDaniel David Potgieter
ApprovedJack Edward Taylor
ApprovedJack Taylor
ApprovedCertifiedHoward Morris
CertifiedDavid Mills
CertifiedOliver Nichols
CertifiedJason Thomas Lloyd-Jones
CertifiedJohn Ashley Brown
CertifiedMatthew Paul Wood
CertifiedChristopher Ault
CertifiedDaniel Gilligan
CertifiedMichael Rowson
CertifiedRhys Chaloner
CertifiedZoe Lloyd
CertifiedRoger Michael Taylor
ApprovedGeorge Greenhaugh
No longer requiredWalter Sydney Byrne Simpson
CertifiedStephen McMunn
No longer required
Google Reviews
21 reviews on Google
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Quick Facts
- Deeside, Wales
- 24 years FCA-authorised
- 20 registered individuals
- 4 specialisms
- 15 FCA permissions
- CH 04188959
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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.