Integrity Wealth Planning Ltd
aka Integrity Wealth Planning Ltd
About
Welcome to Integrity Wealth Planning Ltd Independent Financial Advice "Integrity is always doing the right thing without thought of personal gain" We are an Independent Financial Advice Firm providing impartial financial advice to clients throughout London and the South of England. We are fully authorised and regulated by the Financial Conduct Authority to provide advice on: . Retir...
Source: integritywp.co.ukContact & Location
Regulatory Information
- FRN
- 706509
- Status
- Authorised
- Date Authorised
- 2 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
- ✓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
- 09386475
- Company Status
- Active
- Incorporation Date
- 13 January 2015
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 January 2025
- SIC Codes
- 66190
Team (4)
Simon Philip Palmer
ApprovedCertifiedStephen Edward Dennison
ApprovedCertifiedHuw Thomas
No longer requiredSaima Palmer
No longer required
Quick Facts
- Leatherhead, South East
- 10 years FCA-authorised
- 5 registered individuals
- 5 specialisms
- 14 FCA permissions
- CH 09386475
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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.