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SMITH & CO FINANCIAL SERVICES LTD

aka Smith & Co Chartered Financial Planning, SMITH & CO FINANCIAL SERVICES LTD

Authorised FRN 993733 4.9 (40)

About

Smith & Co offer professional accounting services to clients in Lancaster &other areas of the UK. Call our accountants on 01524 844266.

Source: smithandco.co.uk

Contact & Location

Address
1-3-5, The Barracks, White Cross St, Lancaster LA1 4XQ, UK
More advisers in West Lancashire
Opening Hours
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
1 November 2023
Years Authorised
2 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (5)
Show all permissions
  • Agreeing to carry on a regulated activity
  • Advising on Pension Transfers and Pension Opt Outs
  • 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
14419083
Company Status
Active
Incorporation Date
14 October 2022
Directors
2
Accounts Category
Micro Entity
Last Accounts Filed
31 October 2024
SIC Codes
64999

Team (1)

  • Daniel Smith

    ApprovedCertified

Google Reviews

4.9

40 reviews on Google

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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

  • Lancashire, North West
  • 2 years FCA-authorised
  • 1 registered individual
  • 3 specialisms
  • 5 FCA permissions
  • CH 14419083

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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.