Simple Financial Planning Ltd

Name: Simple Financial Planning Ltd
Address: Simple Financial Planning Ltd, 33 Dalmarnock Road, Glasgow, Glasgow City, G40 4LA, GB
Telephone: 0141 343 7654
Price range: $$
Rating: 5

aka Simple Financial Planning, Premier Choice Finance, Beagle Finance, Active Money Scotland, Simple Financial Planning Ltd

Authorised FRN 617941 5.0 (3)

About

0141 343 7654 SIMPLE FINANCIAL PLANNING Financial Planning Made Simple Contact Us What Financial Planning can we help you with today. INSURANCE DEBT MORTGAGES INSURANCE DEBT MORTGAGES Why Use Simple Financial Planning . Fair Range of Market · We will consider all lenders we have access to before recommending a suitable mortgage product.

Source: simplefp.co.uk

Contact & Location

Address

Suite Suite 1.17, 33 Dalmarnock Rd, Bridgeton, Glasgow G40 4LA, UK

More advisers in Glasgow City

Phone

0141 343 7654

Website

simplefp.co.uk

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Opening Hours

Monday8:30 AM – 5:00 PM

Tuesday8:30 AM – 5:00 PM

Wednesday8:30 AM – 5:00 PM

Thursday8:30 AM – 5:00 PM

Friday8:30 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 617941
Status: Authorised
Date Authorised: 12 May 2014
Years Authorised: 11 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (19)

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
✓Debt Adjusting
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓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: SC457259
Company Status: Active
Incorporation Date: 21 August 2013
Directors: 3
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 August 2024
SIC Codes: 70221

Team (18)

Mark Alan Sanger
Approved
Deborah Anne Johnston
Approved
Robert Martin Welsh
ApprovedCertified
Gary Hughes
Certified
Neil Broadhurst
Certified
Stuart Elliot
Certified
Andrew Brough
Certified
Michael Logan
Certified
Michael Joseph Mitchell
Certified
David Robert James White
Certified
Denny Gilligan
Certified
Lynette Cameron
Certified
Ankita Sarkar
Certified
Bryan Johnston
Certified
Kelly Carroll
Certified
Anthony Hastie
Certified
Greg Knox McMillan
ApprovedCertified
Stuart Richard Body
Certified

Google Reviews

5.0

3 reviews on Google

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Quick Facts

Glasgow, Scotland
11 years FCA-authorised
20 registered individuals
5 specialisms
19 FCA permissions
CH SC457259

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Data Sources

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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.