Montgomery Estate Planning Limited
aka Montgomery Estate Planning Limited
Authorised
FRN 944236
Contact & Location
Specialisms
Regulated Services
Pension Transfer Advice
Pension Advice
Investment Advice
Regulatory Information
- FRN
- 944236
- Status
- Authorised
- Date Authorised
- 1 July 2021
- Years Authorised
- 4 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (6)
Show all permissionsHide permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓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
- 12962917
- Company Status
- Active
- Incorporation Date
- 20 October 2020
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 October 2024
- SIC Codes
- 64999, 66190
Team (1)
Katy Margaret Baxter
ApprovedCertified
Quick Facts
- Newport, South East
- 4 years FCA-authorised
- 1 registered individual
- 4 specialisms
- 6 FCA permissions
- CH 12962917
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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.