Hulbert West Limited
aka Hulbert West Limited
About
Independent financial advice and financial planning services in Norfolk. Savings and investment management, pension and retirement planning.
Source: hwfp.co.ukContact & Location
Regulatory Information
- FRN
- 452930
- Status
- Authorised
- Date Authorised
- 25 October 2006
- Years Authorised
- 19 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 P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓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
- 04655959
- Company Status
- Active
- Incorporation Date
- 4 February 2003
- Directors
- 3
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 April 2025
- SIC Codes
- 64999
Team (13)
Lee Foulger
ApprovedSimon Nicholas West
ApprovedCertifiedDavid Richard Adderson
ApprovedCertifiedSteven Mark Goodley
ApprovedCertifiedJohn James Ives
No longer requiredMichael David Harrison
No longer requiredJeremy Herbert Ian Hulbert
No longer requiredJames Robert West
No longer requiredEdward Graham Evan Lovewell
No longer requiredGeoffrey Philip Harrison
No longer requiredMichael James Stanley
No longer requiredRobert Andrew Reeves
No longer requiredBarry Cushing
No longer required
Quick Facts
- Norwich, East of England
- 19 years FCA-authorised
- 15 registered individuals
- 5 specialisms
- 19 FCA permissions
- CH 04655959
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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.