MerrixGrogan LLP
aka Merrix Grogan Chartered Financial Planners, MerrixGrogan LLP
About
We take complicated issues and make them simple. We offer truly independent financial advice to private individuals and businesses, covering all aspects of personal and corporate financial planning. The firm is proud to have achieved the...
Source: merrixgrogan.comContact & Location
Regulatory Information
- FRN
- 586056
- Status
- Authorised
- Date Authorised
- 25 October 2012
- Years Authorised
- 13 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
- ✓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
- OC350833
- Company Status
- Active
- Incorporation Date
- 14 December 2009
- Directors
- 0
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
Team (4)
Nicholas James Grogan
ApprovedCertifiedRichard James Merrix
ApprovedCertifiedKatie Grogan
CertifiedMatthew Pryce Jones
Certified
Google Reviews
1 review on Google
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Quick Facts
- Nottingham, East Midlands
- 13 years FCA-authorised
- 8 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH OC350833
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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.