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Phoenix Financial Advisers Limited

aka Phoenix Financial Advisers Limited

Authorised FRN 844879 5.0 (9)

About

FCA-regulated expert offering financial planning, mortgage, pension & investment advice in Howden, Goole, Selby, Knottingley, Garforth, York & Leeds.

Source: phoenixfinancialplanning.co.uk

Contact & Location

Address

16 Market Pl, Howden, Goole DN14 7BL, UK
More advisers in Trafford

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
FridayClosed
SaturdayClosed
SundayClosed

Regulated Services

Peer-to-Peer Investment Advice
Pension Transfer Advice
Pension Advice
Credit Broking
Mortgage Arrangement
Mortgage Advice
Investment Advice

Regulatory Information

Status
Authorised
Date Authorised
30 January 2020
Years Authorised
6 years
Regulator
FCA
Disciplinary Record
Clean Record

FCA Permissions (18)

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
11712189
Company Status
Active
Incorporation Date
5 December 2018
Directors
1
Accounts Category
Micro Entity
Last Accounts Filed
31 December 2024
SIC Codes
66220

Team (2)

  • Garry Armitage

    ApprovedCertified
  • Andrew Keith Hughes

    ApprovedCertified

Google Reviews

5.0

9 reviews on Google

Read reviews on Google

Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

  • Sale, North West
  • 6 years FCA-authorised
  • 2 registered individuals
  • 5 specialisms
  • 18 FCA permissions
  • CH 11712189

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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.