James & James Financial Advisers Limited
aka James & James Financial Advisers, James & James Financial Advisers Limited
About
Close Home About Mortgages Protection Investment Pensions Contact James & James Financial Advisers Ltd is a family business that understands family values It doesn’t matter whether you want an ongoing relationship or want to talk to us about an isolated matter, we will always have your best interests at heart. It’s our ethos to do what’s right for you and focus on your needs and objectives whe...
Source: jandjadvisers.co.ukContact & Location
Regulatory Information
- FRN
- 531539
- Status
- Authorised
- Date Authorised
- 4 January 2011
- Years Authorised
- 15 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
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 07220403
- Company Status
- Active
- Incorporation Date
- 12 April 2010
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 66190
Team (6)
James Whearity
ApprovedCertifiedMark David Carvell
CertifiedRobert Carvell
CertifiedJames Anthony David Curtis
CertifiedMichelle Louise Davies
CertifiedRichard Simon French
No longer required
Google Reviews
8 reviews on Google
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Quick Facts
- Oakham, East Midlands
- 15 years FCA-authorised
- 8 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH 07220403
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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.