Perceptive Planning Limited

Name: Perceptive Planning Limited
Address: The Old Buttery, Little Braxted Hall, Witham, Essex, CM8 3EU, GB
Telephone: 020 7117 2084
Price range: $$

aka World Citizens Financial Planning, World Citizens, Perceptive Planning Limited

Authorised FRN 534666

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.uk

Contact & Location

Address

The Old Buttery, Little Braxted Hall, Little Braxted Ln, Little Braxted CM8 3EU, UK

More advisers in Maldon

Phone

020 7117 2084

Website

perceptiveplanning.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Pensions Retirement Investments

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 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
ApprovedCertified
Shannon Currie
ApprovedCertified
Eleanor Maureen Clark
ApprovedCertified
Matthew Stone
Certified
Jill Catherine Bernardi
ApprovedCertified
Jake William Francis Bernardi
ApprovedCertified
Daniel George Murdoch
ApprovedCertified
Dougie Evans
No longer required
Brian Foster
No longer required
Gavin 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

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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.