Moneyology Limited
aka Moneyology Investments, Moneyology Hertfordshire, Moneyology Estate planning, Moneyology Corporate Services, Moneyology Cambridge, Moneyology Business Services, Moneyology Bedford, Moneyology, MedicalMoneyology, Moneyology Limited
About
Home About Benefits for Clients Our Process Communication Resource Centre Contact Us Investment Estate Planning Menu Site Admin | Client Access Latest Tweets Our Wealth Management Process 1 Understanding Your Position 2 Analysis and design of your strategy 3 Presentation of your recommendation 4 Ongoing service and information -- Select a pdf -- Click here to download the PDF alt : -- Select a ...
Source: moneyology.co.ukContact & Location
Regulatory Information
- FRN
- 551407
- Status
- Authorised
- Date Authorised
- 8 August 2011
- Years Authorised
- 14 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
- 07498272
- Company Status
- Active
- Incorporation Date
- 19 January 2011
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64205
Team (2)
Denise Hassall
ApprovedMark James Hassall
ApprovedCertified
Quick Facts
- Cambridge, East of England
- 14 years FCA-authorised
- 4 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 07498272
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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.