ROMILLY ASSOCIATES IFA LTD
aka Romilly Financial, ROMILLY ASSOCIATES IFA LTD
About
Independent financial advice, our objective is building solid long-term relationships with private and corporate clients, delivering financial security and support.
Source: romillyifa.comContact & Location
Regulatory Information
- FRN
- 450550
- Status
- Authorised
- Date Authorised
- 3 August 2006
- Years Authorised
- 19 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
- 05376465
- Company Status
- Active
- Incorporation Date
- 25 February 2005
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 June 2024
- SIC Codes
- 66290
Team (7)
David John Stealey
ApprovedCertifiedMarcus James Wynford Rees
ApprovedCertifiedOwen Morgan
CertifiedGary Michael Picton
ApprovedCertifiedKristien Harrison
ApprovedCertifiedDino Bartholomew
CertifiedMatthew Leslie Morgan
No longer required
Google Reviews
8 reviews on Google
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Quick Facts
- Penarth, Wales
- 19 years FCA-authorised
- 10 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH 05376465
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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.