Perceptive Planning Limited
aka World Citizens Financial Planning, World Citizens, Perceptive Planning Limited
About
0 Providing peace of mind in a world full of uncertainty “ If you don’t design your own life plan, chances are you’ll fall into someone else’s. And guess what they have planned for you. ” — Jim Rohn Everyone has objectives and goals that they would like to achieve in life.
Source: perceptiveplanning.co.ukContact & Location
Address
The Old Buttery, Little Braxted Hall, Little Braxted Ln, Little Braxted CM8 3EU, UKMore advisers in MaldonOpening Hours
Specialisms
Regulated Services
Regulatory Information
- FRN
- 534666
- Status
- Authorised
- Date Authorised
- 7 January 2011
- Years Authorised
- 15 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (5)
Show all permissionsHide permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 06923012
- Company Status
- Active
- Incorporation Date
- 3 June 2009
- Directors
- 3
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999
Team (10)
Phil Billingham
ApprovedCertifiedShannon Currie
ApprovedCertifiedEleanor Maureen Clark
ApprovedCertifiedMatthew Stone
CertifiedJill Catherine Bernardi
ApprovedCertifiedJake William Francis Bernardi
ApprovedCertifiedDaniel George Murdoch
ApprovedCertifiedDougie Evans
No longer requiredBrian Foster
No longer requiredGavin Paul Shears
No longer required
Quick Facts
- Witham, East of England
- 15 years FCA-authorised
- 13 registered individuals
- 3 specialisms
- 5 FCA permissions
- CH 06923012
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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.