Patricia Anne Wray
aka Anne Wray Independent Financial Adviser, Patricia Anne Wray
About
Welcome to Anne WrayA small family-run firm providing financial advice for around 30 years. Committed to putting you at the heart of everything we do. For the advice you need and deserve OUR APPROACH TO Your finances We listen carefully to your needs and what you want to achieve. Our approach is friendly, understanding, empathetic …
Source: annewray.co.ukContact & Location
Regulatory Information
- FRN
- 629519
- Status
- Authorised
- Date Authorised
- 18 November 2014
- Years Authorised
- 11 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
- ✓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
- SC275571
- Company Status
- Dissolved
- Incorporation Date
- 3 November 2004
- Directors
- 2
- Accounts Category
- Total Exemption Small
- Last Accounts Filed
- 30 April 2009
- SIC Codes
- 7122
Team (3)
Patricia Anne Wray
ApprovedCertifiedMelanie Ann Wray
CertifiedMegan Wray
No longer required
Google Reviews
4 reviews on Google
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Quick Facts
- Chorley, North West
- 11 years FCA-authorised
- 5 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH SC275571
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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.