Step-By-Step Financial Planners Limited
aka Marygold & Co., Step-By-Step Financial Planners Limited
About
Oferujemy kompleksowe rozwiązania finansowe krok po kroku. Pomagamy osiągnąć Twoje cele finansowe dzięki skutecznemu doradztwu.
Source: sbsfinance.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 524966
- Status
- Authorised
- Date Authorised
- 20 October 2010
- Years Authorised
- 15 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- ✓Dealing in investments as agent
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 07220022
- Company Status
- Active
- Incorporation Date
- 12 April 2010
- Directors
- 1
- Accounts Category
- Medium
- Last Accounts Filed
- 30 June 2024
- SIC Codes
- 64999
Team (6)
Matthew Barnet Parden
ApprovedCertifiedPeter John Williams
ApprovedCertifiedKevin William Pratt
CertifiedStephen Paul Dearn
CertifiedElizabeth Mary Pratt
No longer requiredMichael John Craddock
No longer required
Google Reviews
493 reviews on Google
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Quick Facts
- Rugeley, West Midlands
- 15 years FCA-authorised
- 8 registered individuals
- 4 specialisms
- 10 FCA permissions
- CH 07220022
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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.