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My Financial Planner Limited

aka MFP Wealth Management, My Financial Planner Limited

Authorised FRN 505247 5.0 (13)

About

0 Retire well and future-proof your wealth You’ve worked hard, enjoyed financial success, and now the time is approaching to really reap your rewards. But you’ve got nagging questions at the back of your mind about pensions, investments and taking care of your spouse and your family. You know you’ve got to get this right.

Source: mfpwealthmanagement.co.uk

Contact & Location

Opening Hours
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
21 January 2010
Years Authorised
16 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (6)
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
06463601
Company Status
Active
Incorporation Date
3 January 2008
Directors
1
Accounts Category
Micro Entity
Last Accounts Filed
31 March 2025
SIC Codes
64999

Team (2)

  • Justin Paul King

    ApprovedCertified
  • Lesley Billing

    Certified

Google Reviews

5.0

13 reviews on Google

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Quick Facts

  • Christchurch, South West
  • 16 years FCA-authorised
  • 3 registered individuals
  • 4 specialisms
  • 6 FCA permissions
  • CH 06463601

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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.