Simply IFA Limited
aka Simply IFA 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: simplyadvice.co.ukContact & Location
Regulatory Information
- FRN
- 711969
- Status
- Authorised
- Date Authorised
- 9 November 2015
- Years Authorised
- 10 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
- 08298663
- Company Status
- Active
- Incorporation Date
- 19 November 2012
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 December 2025
- SIC Codes
- 82990
Team (2)
Richard David Edward Spiller
ApprovedCertifiedAshley John Hooper
Certified
Google Reviews
1 review on Google
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Quick Facts
- Lyme Regis, South West
- 10 years FCA-authorised
- 4 registered individuals
- 5 specialisms
- 15 FCA permissions
- CH 08298663
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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.