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
Address
20 Country Park View, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B76 1TE, UKMore advisers in BirminghamOpening Hours
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
Regulated Services
Pension Transfer Advice
Pension Advice
Mortgage Arrangement
Mortgage Advice
Investment Advice
Regulatory Information
- FRN
- 729444
- Status
- Authorised
- Date Authorised
- 17 May 2016
- Years Authorised
- 9 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (12)
Show all permissionsHide 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
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
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.