MARSHALL PENSION & FINANCIAL PLANNING LTD
aka MARSHALL PENSION & FINANCIAL PLANNING LTD
About
A local business with a national reach Create and Secure Your Future Discover how we can help Retirement Planning Advice on choosing Pre Retirement Planning and at Retirement Planning Schemes Final Salary Scheme Providing a full analysis of the benefits offered by Final Salary/Defined benefit scheme Financial Planning Financial Planning, Inheritance Tax Planning, and Investment Planning Advice ...
Source: marshallpfp.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 781168
- Status
- Authorised
- Date Authorised
- 1 September 2017
- Years Authorised
- 8 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
- ✓Providing Credit Information Services
- ✓Debt-counselling
- ✓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
- 10770111
- Company Status
- Active
- Incorporation Date
- 15 May 2017
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (9)
John William Marshall
ApprovedCertifiedPaul McAtominey
CertifiedMarcos Kairinos
CertifiedSuzanne Martin
ApprovedCertifiedThomas Oliver
CertifiedDeclan Iain Harrington
CertifiedLyn Dodds
No longer requiredDeborah Horn
CertifiedKerry Davison
No longer required
Google Reviews
3 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Whitley Bay, North East
- 8 years FCA-authorised
- 11 registered individuals
- 4 specialisms
- 15 FCA permissions
- CH 10770111
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim this profile to add your bio, photo, and fee information.
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.