McCormack Financial Advisers Ltd
aka McCormack Financial Advisers Ltd
About
Shropshire Chartered Financial Planners, Matrix Capital Ltd, provide high value financial planning advice to business and individuals on a non-commission basis. Members of the Personal Finance Society, our qualifications far exceed those required by Independent Financial Advisers.
Source: matrixcapital.co.ukContact & Location
Regulatory Information
- FRN
- 758941
- Status
- Authorised
- Date Authorised
- 2 May 2017
- Years Authorised
- 8 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Debt-counselling
- ✓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
- 10377136
- Company Status
- Active
- Incorporation Date
- 15 September 2016
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 April 2025
- SIC Codes
- 70221
Team (2)
Charlotte Anne McCormack
ApprovedCertifiedDouglas Michael McCormack
ApprovedCertified
Google Reviews
1 review 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
- Bridgnorth, West Midlands
- 8 years FCA-authorised
- 4 registered individuals
- 5 specialisms
- 6 FCA permissions
- CH 10377136
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.