Pennywise Advisory Services Limited
aka Pennywise, Pennywise Advisory Services Limited
About
Pennywise Independent Financial Advisers based in Weymouth and Dorchester offer advice on financial issues such as investments, pensions, mortgages, personal / business protection and wealth management. Our vastly experienced team ensure you receive only the best financial advice.
Source: pennywisefs.co.ukContact & Location
Regulatory Information
- FRN
- 707141
- Status
- Authorised
- Date Authorised
- 2 November 2015
- Years Authorised
- 10 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
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓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
- 09554217
- Company Status
- Active
- Incorporation Date
- 22 April 2015
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 82990
Team (3)
Alison Louise Theobald
ApprovedCertifiedPhilip Michael Sims
CertifiedSamuel Guy Charles
Certified
Google Reviews
10 reviews on Google
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Quick Facts
- Weymouth, South West
- 10 years FCA-authorised
- 4 registered individuals
- 5 specialisms
- 18 FCA permissions
- CH 09554217
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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.