IFS Wealth & Pensions Ltd
aka NGSU Commission Rebate Scheme, IFSWP, IFS Wealth & Pensions, IFS Mortgage Brokers, IFS Mortgage Advisors, IFS Mortgage Advice UK, IFS, IFS Wealth & Pensions Ltd
About
Chartered Financial Planners (IFA) in North London & Victoria. Investment, pensions advice, inheritance tax planning, mortgage, insurance
Source: ifswp.co.ukContact & Location
Regulatory Information
- FRN
- 713063
- Status
- Authorised
- Date Authorised
- 30 October 2015
- Years Authorised
- 10 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
- ✓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
- 08699259
- Company Status
- Active
- Incorporation Date
- 20 September 2013
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 September 2024
- SIC Codes
- 64999
Team (4)
Ricky Chan
ApprovedCertifiedAlan Chan
ApprovedCertifiedSteven Harris
CertifiedYingjie Yang
Certified
Google Reviews
71 reviews on Google
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Quick Facts
- London, London
- 10 years FCA-authorised
- 7 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH 08699259
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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.