Mortgage Pensions & Investments LLP
aka Mortgage Pensions & Investments LLP
About
Mortgage, Pensions and Investments LLP specialise in the provision of Independent Financial Advice and always aim to deliver a highly professional, personal service, based in Cornwall. We specialise in Pensions and Retirement, Investments and Savings, Equity Release and Mortgages :: IFA based in Cornwall
Source: mpillp.co.ukContact & Location
Regulatory Information
- FRN
- 454273
- Status
- Authorised
- Date Authorised
- 2 October 2006
- Years Authorised
- 19 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓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
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓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
- OC319405
- Company Status
- Active
- Incorporation Date
- 29 April 2006
- Directors
- 0
- Accounts Category
- Unaudited Abridged
- Last Accounts Filed
- 31 March 2025
Team (2)
Garry James Waller
ApprovedCertifiedBrian McCaskie
ApprovedCertified
Google Reviews
2 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
- St. Austell, South West
- 19 years FCA-authorised
- 4 registered individuals
- 5 specialisms
- 17 FCA permissions
- CH OC319405
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim this profile to add your bio, photo, and fee information.
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.