I Planning Wealth Management Ltd
aka I Planning Wealth Management Ltd
About
Independent Financial Advisers intentional, innovative & individual financial planning intentional Some things happen by accident. The best things happen with a little intention. A favourite metaphor of ours involves a ship drifting at sea.
Source: i-planning.co.ukContact & Location
Regulatory Information
- FRN
- 553307
- Status
- Authorised
- Date Authorised
- 3 October 2011
- Years Authorised
- 14 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
- ✓Debt Adjusting
- ✓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
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 07450322
- Company Status
- Active
- Incorporation Date
- 24 November 2010
- Directors
- 3
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 November 2025
- SIC Codes
- 64999, 66220
Team (5)
Hywel Wyn Jones
ApprovedAngharad Lloyd Jones
ApprovedAled Wyn
ApprovedCertifiedTracy Jill Wyatt
CertifiedKelly Ann Waters
Certified
Google Reviews
17 reviews on Google
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Quick Facts
- Ammanford, Wales
- 14 years FCA-authorised
- 9 registered individuals
- 5 specialisms
- 16 FCA permissions
- CH 07450322
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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.