Opes Independent Financial Advisers Ltd
aka Opes Financial, Opes Independent Financial Advisers Ltd
About
Opes Independant Financial Advisers Ltd offer our clients a range of services that are focused on positive client outcomes. We are a very forward thinking and innovative firm that in short adds value to client affairs through time and/or cost savings, which is demonstrated through very unique services we offer.
Source: opesifas.co.ukContact & Location
Address
178 Lancaster Rd, Carnforth LA5 9EF, UKMore advisers in LancasterOpening Hours
Specialisms
Regulated Services
Regulatory Information
- FRN
- 763693
- Status
- Authorised
- Date Authorised
- 14 March 2017
- Years Authorised
- 8 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (9)
Show all permissionsHide permissions
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓CBTL End Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓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
- 10441148
- Company Status
- Active
- Incorporation Date
- 24 October 2016
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 5 April 2025
- SIC Codes
- 64999
Team (1)
Leigh Alan Astin
ApprovedCertified
Quick Facts
- Carnforth, North West
- 8 years FCA-authorised
- 2 registered individuals
- 4 specialisms
- 9 FCA permissions
- CH 10441148
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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.