Prestige Financial Planners Limited

Name: Prestige Financial Planners Limited
Address: 4 Whitebark, Sunderland, Tyne and Wear, SR3 2NX, GB
Telephone: 07725 881190
Price range: $$

aka Prestige Financial Planners Limited

Authorised FRN 786673

Contact & Location

Address

4 Whitebark, Sunderland SR3 2NX, UK

More advisers in Sunderland

Phone

07725 881190

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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

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 786673
Status: Authorised
Date Authorised: 2 January 2018
Years Authorised: 8 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (17)

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 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: 10803660
Company Status: Active
Incorporation Date: 5 June 2017
Directors: 1
Accounts Category: Micro Entity
Last Accounts Filed: 5 April 2025
SIC Codes: 64999

Team (2)

Paul Robert Newton
ApprovedCertified
Katie Diane Davis
ApprovedCertified

Quick Facts

Sunderland, North East
8 years FCA-authorised
3 registered individuals
4 specialisms
17 FCA permissions
CH 10803660

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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.