Nucleus Wealth Planning Limited
aka Nucleus Wealth Planning Limited
About
Nucleus Financial Platforms group runs Nucleus Wrap, James Hay Online and Curtis Banks. Customers benefit from the combined scale, expertise and technological know-how of two of the leading retirement-focused platforms in the UK.
Source: nucleusfinancial.comContact & Location
Regulatory Information
- FRN
- 844903
- Status
- Authorised
- Date Authorised
- 2 March 2020
- Years Authorised
- 6 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 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
- 11468406
- Company Status
- Active
- Incorporation Date
- 17 July 2018
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 July 2024
- SIC Codes
- 66190
Team (1)
David Evan Peter Jenkins
ApprovedCertified
Google Reviews
14 reviews on Google
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Quick Facts
- Pontypridd, Wales
- 6 years FCA-authorised
- 1 registered individual
- 5 specialisms
- 17 FCA permissions
- CH 11468406
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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.