Hall Financial Planners Ltd
aka Hall Financial Planners Ltd
About
We are a multi-award winning, lifestyle-based Chartered financial planning and wealth management boutique.
Source: henwoodcourt.co.ukContact & Location
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Specialisms
Regulatory Information
- FRN
- 729444
- Status
- Authorised
- Date Authorised
- 17 May 2016
- Years Authorised
- 9 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
- ✓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
- 09856622
- Company Status
- Active
- Incorporation Date
- 4 November 2015
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 November 2024
- SIC Codes
- 64999
Team (1)
Dean Colin Hall
ApprovedCertified
Google Reviews
5.0
91 reviews on Google
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Quick Facts
- Sutton Coldfield, West Midlands
- 9 years FCA-authorised
- 2 registered individuals
- 4 specialisms
- 12 FCA permissions
- CH 09856622
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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.