Money Doctor Financial Planning Ltd
aka MoneyDoctor Wealth Management, Moneydoctor Professional Wealth Management, MoneyDoctor Mortgages, Money Doctor Financial Planning Ltd
About
Money Doctor wealth management will look after your financial planning so you can focus on what really matters.
Source: moneydr.co.ukContact & Location
Regulatory Information
- FRN
- 442144
- Status
- Authorised
- Date Authorised
- 3 April 2006
- Years Authorised
- 19 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
- 04947873
- Company Status
- Active
- Incorporation Date
- 30 October 2003
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999
Team (15)
Neil Warren Charles Wright
ApprovedCertifiedDavid Scott Ford
ApprovedCertifiedSteven Andrew Brown
ApprovedCertifiedGavin James Scott
CertifiedKyle Smith
CertifiedRodney Ings
CertifiedPaul Bennett
No longer requiredDale Martin Lucas
ApprovedCertifiedStuart Edwin John Mehrtens
CertifiedMark Philip Perraton
CertifiedJonathan Alexander Bradshaw
CertifiedJames Thomas Sparrow
No longer requiredColum John Michael McNabb
No longer requiredGary Timothy Fox
No longer requiredStephen Richard Bridges
No longer required
Google Reviews
1 review on Google
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Quick Facts
- Solihull, West Midlands
- 19 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH 04947873
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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.