RETIREMENT PLANNING (UK) LIMITED
aka RP UK, RETIREMENT PLANNING (UK) LIMITED
About
Our aim is to help individuals and businesses to achieve their financial goals. Tell us about your financial objectives and when you want to achieve them.
Source: rpuk.co.ukContact & Location
Regulatory Information
- FRN
- 401320
- Status
- Authorised
- Date Authorised
- 15 November 2004
- Years Authorised
- 21 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
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
- ✓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
- 05057366
- Company Status
- Active
- Incorporation Date
- 26 February 2004
- Directors
- 2
- Accounts Category
- Unaudited Abridged
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (13)
Katrina Whitby-Samways
ApprovedCertifiedGregory Whitby-Samways
ApprovedCertifiedShaun Charles Colby
CertifiedNicolas Mills
CertifiedDean Atkins
CertifiedEthan Shaun Thompson
CertifiedJoshua Nigel Ross Heinich
CertifiedLesley Helen Patricia Farrell
No longer requiredRobbie James Davison
CertifiedStephen Mark Washington
No longer requiredLaura Jayne Clarke
CertifiedMargaret Ann Whitby
No longer requiredAlan Joseph Whitby
No longer required
Google Reviews
20 reviews on Google
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Quick Facts
- Stone, West Midlands
- 21 years FCA-authorised
- 16 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH 05057366
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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.