Medical & Professional Investment LLP
aka Professional Will Writing and Estate Planning Services, Nurses Mortgages Online, MPI Online, Forward Step Mortgages & Finance, Doctors Mortgages Online, CSW Mortgages, Candleston Financial Services, Medical & Professional Investment LLP
About
Expert financial advice for doctors. Income protection for doctors from a team of specialist IFAs. Financial advice, mortgages and income protection for doctors.
Source: mpionline.org.ukContact & Location
Regulatory Information
- FRN
- 485852
- Status
- Authorised
- Date Authorised
- 3 November 2008
- Years Authorised
- 17 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 P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Debt Adjusting
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓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
- OC338105
- Company Status
- Active
- Incorporation Date
- 17 June 2008
- Directors
- 0
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
Team (17)
Robert Ford
ApprovedCertifiedHugh Roderick Edwards
ApprovedCertifiedMartin Stephen Williams
CertifiedBarry Thomas Jeans
CertifiedMark David Hopley
CertifiedNoel Wyn Rees
CertifiedRichard Williams
CertifiedKelly Jane Williams
CertifiedMark Jason Emery
CertifiedSheldon Mark Martin
CertifiedPaul Castellini
CertifiedRhodri Beynon
CertifiedDavid Peter Hassell
CertifiedClare Healy
CertifiedDebbie Taylor
CertifiedLouisa Emily Williams
ApprovedAlexander John Davies
No longer required
Google Reviews
9 reviews on Google
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Quick Facts
- Porthcawl, Wales
- 17 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 19 FCA permissions
- CH OC338105
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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.