SH
Shields Wealth Planning Ltd
aka Shields Wealth Planning, Shields Wealth Planning Ltd
Authorised FRN 926565
Contact & Location
Regulatory Information
- FRN
- 926565
- Status
- Authorised
- Date Authorised
- 4 January 2021
- Years Authorised
- 5 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Providing basic advice on stakeholder products
- ✓Advising on P2P agreements
- ✓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
- 12554966
- Company Status
- Active
- Incorporation Date
- 14 April 2020
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 April 2025
- SIC Codes
- 64999
Team (1)
Oliver Nicholas Shields
ApprovedCertified
Quick Facts
- Middlesex, London
- 5 years FCA-authorised
- 1 registered individual
- 4 specialisms
- 6 FCA permissions
- CH 12554966
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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.