MI
MONEYTREE IFA LIMITED
aka MONEYTREE IFA LIMITED
Contact & Location
MondayOpen 24 hours
TuesdayOpen 24 hours
WednesdayOpen 24 hours
ThursdayOpen 24 hours
FridayOpen 24 hours
SaturdayOpen 24 hours
SundayOpen 24 hours
Regulatory Information
- FRN
- 437381
- Status
- Authorised
- Date Authorised
- 10 October 2005
- Years Authorised
- 20 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
- 05498322
- Company Status
- Active
- Incorporation Date
- 4 July 2005
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 July 2024
- SIC Codes
- 64999
Team (3)
Simon John King
ApprovedCertifiedGary Lambert Wilson
No longer requiredJoanne Valerie King
No longer required
Google Reviews
5.0
3 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Ilford, London
- 20 years FCA-authorised
- 4 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH 05498322
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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.