Investment & Financial Solutions Partnership LLP
aka Richmond Independent, Personal Asset Management, Investment & Financial Solutions Partnership LLP
About
Personal Asset Management are Independent Financial Advisors covering a range of services which include investment advice, retirement planning & mortgages.
Source: personalassetmanagement.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 542186
- 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 Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓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
- OC359693
- Company Status
- Active
- Incorporation Date
- 22 November 2010
- Directors
- 0
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 September 2025
Team (3)
Helen Mary Teresa Mulvaney
ApprovedCertifiedIan Hugh Pennicott
ApprovedCertifiedOliver Ronald Pennicott
ApprovedCertified
Google Reviews
21 reviews on Google
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Quick Facts
- Newton Abbot, South West
- 14 years FCA-authorised
- 6 registered individuals
- 4 specialisms
- 17 FCA permissions
- CH OC359693
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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.