Isio Wealth Planning Limited
aka Isio Wealth Planning Limited
About
A modern advisory firm, working with clients of all sizes and sectors on pensions, employee benefits and wealth. Explore our insights Get in touch Insight Wealth Isio Perspective March Who we are Isio is a progressive advisory firm, working with clients of all sizes to deliver expertise in pensions, employee benefits, wealth planning and investment management. Our heritage means quality is in...
Source: isio.comContact & Location
Regulatory Information
- FRN
- 460880
- Status
- Authorised
- Date Authorised
- 5 February 2007
- Years Authorised
- 19 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Providing basic advice on stakeholder products
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 06036012
- Company Status
- Active
- Incorporation Date
- 21 December 2006
- Directors
- 2
- Accounts Category
- Small
- Last Accounts Filed
- 30 September 2024
- SIC Codes
- 66290
Team (20)
Gareth Huw Roberts
ApprovedAndrew James Coles
ApprovedJoanne Hoad
ApprovedMark Jonathan Douglas Campbell
ApprovedCertifiedRobert Edmund Wilson
ApprovedCertifiedKirsten Bach-Petersen
CertifiedRobert Graham Hird
CertifiedSimon Mark Payne
CertifiedGareth Bowen Morris
CertifiedMichael Randall
CertifiedSophie Cotton
CertifiedPeter George Reddish
CertifiedAlexandra McClelland
CertifiedReena Mistry
CertifiedBen Thomas Allen
CertifiedDylan Rodney Babatunde Davies
CertifiedNicholas Patrick Jerzy Konarski
CertifiedShaun Nabbijan
CertifiedLynn Greenwell
CertifiedNicholas Campbell
Certified
Quick Facts
- Croydon, London
- 19 years FCA-authorised
- 20 registered individuals
- 4 specialisms
- 7 FCA permissions
- CH 06036012
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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.