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Purely Financial Ltd

aka Purely Pensions, Purely Financial Ltd

Authorised FRN 799761

About

Unbiased, Honest Defined Benefit Pension Transfer Advice for clients worldwide

Source: purelypensions.co.uk

Contact & Location

Address
Tower Court Business Centre, Oakdale Rd, York YO30 4XL, UK
More advisers in York
Opening Hours
Monday8:30 AM – 4:00 PM
Tuesday8:30 AM – 4:00 PM
Wednesday8:30 AM – 4:00 PM
Thursday8:30 AM – 4:00 PM
Friday8:30 AM – 2:00 PM
SaturdayClosed
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
1 August 2018
Years Authorised
7 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (10)
Show all permissions
  • Acting as a CBTL advisor
  • CBTL Status
  • CBTL Effective Date
  • Advising on Pension Transfers and Pension Opt Outs
  • Making arrangements with a view to regulated mortgage contracts
  • Arranging (bringing about) regulated mortgage contracts
  • Advising on regulated mortgage contracts
  • 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
09575131
Company Status
Active
Incorporation Date
5 May 2015
Directors
1
Accounts Category
Total Exemption Full
Last Accounts Filed
31 May 2025
SIC Codes
64999

Team (6)

  • Marcus John Barclay

    Approved
  • Matthew James Amesbury

    ApprovedCertified
  • Toby Lawrence Coleman

    Certified
  • Peter Cranwell

    Certified
  • Luke James Mortimer-Westbury

    No longer required
  • Behnaam Barratt

    Certified

Quick Facts

  • York, Yorkshire and The Humber
  • 7 years FCA-authorised
  • 6 registered individuals
  • 4 specialisms
  • 10 FCA permissions
  • CH 09575131

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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.