SODERBERG & PARTNERS FINANCIAL PLANNING LIMITED

aka SODERBERG & PARTNERS FINANCIAL PLANNING LIMITED

Authorised FRN 671601

Contact & Location

Address

One Temple Quay
Temple Back East
Bristol
BS1 6DZ

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Specialisms

Alternative Investments Investments Pensions Retirement

Regulatory Information

FRN: 671601
Status: Authorised
Date Authorised: 11 May 2015
Years Authorised: 10 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (5)

Show all permissions

✓Agreeing to carry on a regulated activity
✓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: 09442026
Company Status: Active
Incorporation Date: 16 February 2015
Directors: 3
Accounts Category: Unaudited Abridged
Last Accounts Filed: 31 December 2024
SIC Codes: 66220

Team (9)

Sheriden Lee Davy
Approved
Duncan Louis James McKillop
Approved
Thomas Robert Grey Dudley
ApprovedCertified
Karl Magnus Wikner
Certified
Paul Andrew Robinson
ApprovedCertified
Christopher Leslie Binns
ApprovedCertified
Robert Charles Sharpley
No longer required
Thomas Marshall
Certified
Elliot Kuppusamy
Certified

Quick Facts

Bristol, South West
10 years FCA-authorised
9 registered individuals
4 specialisms
5 FCA permissions
CH 09442026

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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.