PR
Professional Wealth Planning Limited
aka Professional Wealth Planning Limited
Authorised FRN 615676
Contact & Location
Regulatory Information
- FRN
- 615676
- Status
- Authorised
- Date Authorised
- 1 April 2014
- Years Authorised
- 11 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- ✓Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- ✓Debt-counselling
- ✓Credit Broking
- ✓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
- SC460366
- Company Status
- Active
- Incorporation Date
- 30 September 2013
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 September 2025
- SIC Codes
- 66220
Team (1)
James Nicholson
ApprovedCertified
Quick Facts
- Glasgow, Scotland
- 11 years FCA-authorised
- 2 registered individuals
- 5 specialisms
- 10 FCA permissions
- CH SC460366
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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.