MWA FINANCIAL ADVICE LTD
aka MWA FINANCIAL ADVICE LTD
About
MWA Financial Advice was established to create one the UK leading IFA businesses through inorganic acquisition and organic business development.
Source: mwafinancialadvice.co.ukContact & Location
Regulatory Information
- FRN
- 460399
- Status
- Authorised
- Date Authorised
- 26 February 2007
- 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
- ✓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
- 14624439
- Company Status
- Active
- Incorporation Date
- 30 January 2023
- Directors
- 1
- Accounts Category
- Dormant
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 99999
Team (20)
Marine Deruelle
ApprovedSasha Sherman
ApprovedDean Campbell Banks
ApprovedEdward Louis Rosengarten
ApprovedCertifiedJonathan Randell-Nash
CertifiedJonathan Andrew Buller
CertifiedDenise Valerie Wilkinson
CertifiedMichael Smith
CertifiedNeil Graham Jacobs
CertifiedMartin Hughes
CertifiedKenneth John Cook
CertifiedPhilip Young
CertifiedMichael Goldsmith
CertifiedMark David Moore
CertifiedKevin Howard
CertifiedDavid Tyler
CertifiedJames Richards
CertifiedWilliam Groves
CertifiedPaul Andrew Davey
CertifiedMichaela Goater-Hopwood
Certified
Google Reviews
2 reviews on Google
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Quick Facts
- Fareham, South East
- 19 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 18 FCA permissions
- CH 14624439
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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.