Nexus Wealth Planning Ltd
aka Nexus Wealth Planning Ltd
About
Personal Planning Pensions Protection Investments Regular Savings Healthcare IHT & Tax Mortgages Equity Release Corporate Planning Director´s Pensions Workplace Pensions Healthcare Employee Benefits Keyman & Shareholder Protection How can we help you today . Use one of our calculators Latest News: Nexus Acquires Taylors IFA Nexus Acquires McKay Financial Nexus Wealth Planning Ltd (SC4063...
Source: nexuswealthplanning.co.ukContact & Location
Address
12a Fitzroy Pl, Finnieston, Glasgow G3 7RW, UKMore advisers in Glasgow CityOpening Hours
Regulated Services
Regulatory Information
- FRN
- 596090
- Status
- Authorised
- Date Authorised
- 20 May 2013
- Years Authorised
- 12 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (15)
Show all permissionsHide 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
- ✓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
- SC406367
- Company Status
- Active
- Incorporation Date
- 30 August 2011
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 August 2024
- SIC Codes
- 64999
Team (3)
Tracy Bissett
ApprovedCertifiedAngus Henderson
ApprovedCertifiedRoslynn Davidson
Certified
Quick Facts
- Glasgow, Scotland
- 12 years FCA-authorised
- 6 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH SC406367
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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.