IC WEALTH FINANCIAL PLANNING LTD

Name: IC WEALTH FINANCIAL PLANNING LTD
Address: Georgia House, 6 Augusta Place, Leamington Spa, Warwickshire, CV32 5EL, GB
Telephone: 01926 422020
Price range: $$

aka iC Wealth, IC WEALTH FINANCIAL PLANNING LTD

Authorised FRN 585389

About

IC Wealth, independent financial advisers (IFA) based in Leamington Spa, Warwickshire, specialising in Insurance, Pensions, Mortgages, Life cover and, Investments & Savings.

Source: icwealth.co.uk

Contact & Location

Address

6 Augusta Pl, Royal Leamington Spa, Leamington Spa CV32 5EL, UK

More advisers in Warwick

Phone

01926 422020

Website

icwealth.co.uk

View on Google Maps

Specialisms

Mortgages Investments Pensions Retirement

Regulatory Information

FRN: 585389
Status: Authorised
Date Authorised: 4 January 2013
Years Authorised: 13 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (14)

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
✓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: 08071069
Company Status: Active
Incorporation Date: 16 May 2012
Directors: 1
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 May 2025
SIC Codes: 66220

Team (6)

Ravinder Kaur Aujla
Approved
Jeewan Singh Aujla
Certified
Parminder Bhamra
Certified
Arun Ram
ApprovedCertified
Harbhajan Dhaliwal
No longer required
Jasmine Aujla
No longer required

Quick Facts

Leamington Spa, West Midlands
13 years FCA-authorised
7 registered individuals
4 specialisms
14 FCA permissions
CH 08071069

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Data Sources

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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.