IS
ISM Wealth Planning LLP
aka ISM Wealth Planning LLP
Authorised FRN 772323
Contact & Location
Specialisms
Regulatory Information
- FRN
- 772323
- Status
- Authorised
- Date Authorised
- 27 April 2017
- Years Authorised
- 8 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓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
- OC415476
- Company Status
- Active
- Incorporation Date
- 17 January 2017
- Directors
- 0
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2024
Team (2)
Donna Ruth Martin
ApprovedIan Sherwood Martin
ApprovedCertified
Quick Facts
- Chesterfield, East Midlands
- 8 years FCA-authorised
- 4 registered individuals
- 3 specialisms
- 5 FCA permissions
- CH OC415476
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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.