Home & Finance IFA Limited
aka Home & Finance IFA Limited
About
Home & Finance are an Estate Agents with offices in Ulverston, Barrow & Millom. We have properties for sale and to rent throughout Cumbria.
Source: homeandfinance.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 135250
- 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
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓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
- 02214832
- Company Status
- Active
- Incorporation Date
- 28 January 1988
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 April 2025
- SIC Codes
- 66190
Team (10)
Kevin Barry Walsh
ApprovedCertifiedPaul Albert Waddington
ApprovedCertifiedClaire Jennifer Watts
CertifiedMelanie Hartley
CertifiedPauline Syme
CertifiedGlenn Bond
ApprovedCertifiedEllen Louisa Hughes
No longer requiredIan Bennett
No longer requiredScott Andrew Thompson
No longer requiredAnthony Graham Modsley
No longer required
Google Reviews
18 reviews on Google
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Quick Facts
- Ulverston, North West
- 24 years FCA-authorised
- 15 registered individuals
- 4 specialisms
- 16 FCA permissions
- CH 02214832
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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.