PLANHAPPY INVESTMENT MANAGEMENT LTD

aka PlanHappy Platform, PLANHAPPY INVESTMENT MANAGEMENT LTD

About

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Source: planhappy.co.uk

Contact & Location

Address

The Planning Rooms, Wellington Court, Stockton-on-Tees TS18 3TA, UK

More advisers in Stockton-on-Tees

Website

planhappy.co.uk

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Opening Hours

Monday9:00 AM – 5:30 PM

Tuesday9:00 AM – 5:30 PM

Wednesday9:00 AM – 5:30 PM

Thursday9:00 AM – 5:30 PM

Friday9:00 AM – 5:30 PM

SaturdayClosed

SundayClosed

Specialisms

Wealth Management Investments Alternative Investments Pensions Retirement Mortgages

Regulatory Information

FRN: 833492
Status: Authorised
Date Authorised: 16 July 2019
Years Authorised: 6 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (10)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Managing investments
✓Dealing in investments as agent
✓Arranging safeguarding and administration of assets
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓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: 09511883
Company Status: Active
Incorporation Date: 26 March 2015
Directors: 2
Accounts Category: Full
Last Accounts Filed: 31 December 2024
SIC Codes: 66290, 66300

Team (18)

Neil Parker
ApprovedCertified
Jeay Kinghan
ApprovedCertified
Georgia May Hearfield
Certified
Christopher Leadbeater
Certified
Thomas Richmond
No longer required
Louise Catherine Thompson
ApprovedCertified
Michael James Harrington
ApprovedCertified
Anthony Keith Prior
Certified
Christine Fox
Certified
Danniel Thomas Spooner
Certified
Katie-Leigh Keenan
No longer required
Gary Shaw
No longer required
Michael Anthony Walker
Certified
Matthew David Knight
No longer required
Jordan Nicholas Anderson
No longer required
Carly Dursley
No longer required
Stephanie Coates
Certified
Benjamin Luke Watkinson
Certified

Quick Facts

Stockton-on-Tees, North East
6 years FCA-authorised
20 registered individuals
6 specialisms
10 FCA permissions
CH 09511883

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

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.