Medical & Financial Ltd
aka Medical & Financial Ltd
About
Meet the team Our Services Digital Services Calculators Useful Links Contact Us Medical & Financial Ltd We are an experienced team of financial advisers providing specialist financial advice across the UK to Doctors and Dentists. Click here to contact us today Medical & Financial Ltd Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward.
Source: medicalandfinancial.comContact & Location
Regulatory Information
- FRN
- 468636
- Status
- Authorised
- Date Authorised
- 1 October 2007
- Years Authorised
- 18 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓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
- 05684938
- Company Status
- Active
- Incorporation Date
- 23 January 2006
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 January 2025
- SIC Codes
- 70221
Team (5)
Simon Brian Dickerson
ApprovedCertifiedTony Green
ApprovedCertifiedJustine Ellen Roberts
CertifiedTimothy John Pullin Forster
No longer requiredDavid Heaton
No longer required
Quick Facts
- St Ives, East of England
- 18 years FCA-authorised
- 7 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 05684938
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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.