Self Financial Planners Limited

Name: Self Financial Planners Limited
Address: 48 Cygnet Court, Timothy's Bridge Road, Stratford-upon-Avon, Warwickshire, CV37 9NW, GB
Telephone: 01789 201850
Price range: $$
Rating: 5

aka Self Chartered Financial Planners, Self, Self Financial Planners Limited

Authorised FRN 136758 5.0 (1)

About

Self is a fee-only independent firm of Chartered Financial Planners, which has been providing sound, effective financial advice to financially established individuals and trust funds for over 45 years

Source: selfadvice.com

Contact & Location

Address

48, Cygnet Court, Timothy's Bridge Rd, Stratford-upon-Avon CV37 9NW, UK

More advisers in Stratford-on-Avon

Phone

01789 201850

Website

selfadvice.com

View on Google Maps

Opening Hours

Monday8:00 AM – 4:30 PM

Tuesday8:00 AM – 4:30 PM

Wednesday8:00 AM – 4:30 PM

Thursday8:00 AM – 4:30 PM

Friday8:00 AM – 4:30 PM

SaturdayClosed

SundayClosed

Specialisms

Alternative Investments Investments Pensions Retirement Mortgages

Regulatory Information

FRN: 136758
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (8)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Making arrangements with a view to transactions in investments
✓Advising on Pension Transfers and Pension Opt Outs
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 01333235
Company Status: Active
Incorporation Date: 10 October 1977
Directors: 2
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025
SIC Codes: 66190, 66290

Team (14)

William Roger James Self
ApprovedCertified
Angela Elizabeth Reading-East
Certified
Victor Geoffrey Flavell Matts
Certified
John Barber
Certified
Martin Peter Green
No longer required
Philip Anthony Challinor
ApprovedCertified
Jason Philip Ashman
ApprovedCertified
Tony Ross
ApprovedCertified
Adrian Pickersgill
ApprovedCertified
Roger Douglas Self
No longer required
David Stuart Degge Lodder
No longer required
Gillian Steele
No longer required
Richard William Ollis
No longer required
Louise Rebecca Igoe
No longer required

Google Reviews

5.0

1 review on Google

Read reviews on Google

Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Stratford-upon-Avon, West Midlands
24 years FCA-authorised
16 registered individuals
5 specialisms
8 FCA permissions
CH 01333235

Interested?

Request a no-obligation introduction.

Is this your firm?

Claim this profile to add your bio, photo, and fee information.

Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

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.