Newark Wealth Ltd
aka Newark Wealth Financial Planning, Newark Wealth Ltd
About
Independent financial advice firm based in Kilmarnock, East Ayrshire. We’ll demystify the world of pensions, ISAs, tax and mortgages and transform them into something that not only makes sense, but also makes you excited about your financial journey.
Source: newarkwealth.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 950744
- Status
- Authorised
- Date Authorised
- 10 September 2021
- Years Authorised
- 4 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
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- SC557559
- Company Status
- Active
- Incorporation Date
- 14 February 2017
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 28 February 2025
- SIC Codes
- 66190
Team (6)
Heather Kiriakakis
ApprovedMichail Kiriakakis
ApprovedCertifiedJohn-Paul Tierney
CertifiedManos Kiriakakis
CertifiedCassie McAllister
CertifiedGeorge Carlin
Certified
Google Reviews
24 reviews on Google
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Quick Facts
- Kilmarnock, Scotland
- 4 years FCA-authorised
- 6 registered individuals
- 4 specialisms
- 15 FCA permissions
- CH SC557559
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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.