Independent Wealth Management Consultants Ltd

Name: Independent Wealth Management Consultants Ltd
Address: 27 Grove Street, Retford, Nottinghamshire, DN22 6JP, GB
Telephone: 01777 700026
Price range: $$
Rating: 4

aka Independent Wealth Management Consultants Ltd

Authorised FRN 138903 4.0 (2)

About

Investments Protection Pensions Contact Us Welcome to Independent Wealth Management Consultants Ltd We offer a comprehensive financial planning service for all your investment and protection needs: Pension Planning When do you want to retire and how much income will you need. Life Assurance How much cash would your family need to maintain their current lifestyle if you die prematurely. Income...

Source: site-573.adviserportals6.co.uk

Contact & Location

Address

27 Grove St, Retford DN22 6JP, UK

More advisers in Bassetlaw

Phone

01777 700026

Website

site-573.adviserportals6.co.uk

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Opening Hours

Monday9:00 AM – 5:30 PM

Tuesday9:00 AM – 5:30 PM

Wednesday9:00 AM – 5:30 PM

Thursday9:00 AM – 5:30 PM

Friday9:00 AM – 5:30 PM

SaturdayClosed

SundayClosed

Specialisms

Pensions Retirement Mortgages Investments

Regulatory Information

FRN: 138903
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (12)

Show all permissions

✓Agreeing to carry on a regulated activity
✓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
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 01102335
Company Status: Active
Incorporation Date: 19 March 1973
Directors: 2
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025
SIC Codes: 65110

Team (17)

Yvonne Marie Cooper
Approved
Kerry Jane Ann Lee
ApprovedCertified
Dean Heaps
Certified
Wayne Robert Lowe
ApprovedCertified
Richard Tebbs
ApprovedCertified
Shelley Hookings
No longer required
Curtis Jake Hambly
Certified
Denise Griffin
No longer required
Andrew James Cooper
No longer required
David Wood
No longer required
Darren Murrell
No longer required
Steven John Price
Certified
Antonio Bosano
No longer required
Alan Paul Rafferty
Certified
Lisa Marie McCaw
Certified
Sarah Turner
No longer required
Richard Simon French
No longer required

Google Reviews

4.0

2 reviews on Google

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Quick Facts

Retford, East Midlands
24 years FCA-authorised
20 registered individuals
4 specialisms
12 FCA permissions
CH 01102335

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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.