Stephen McDine Limited
aka Prosperis, Positive Wealth Management, Stephen McDine Limited
About
About Our Process Benefits for Clients Testimonials Investments Contact Us Menu Site Admin | Client Access Latest Tweets Our Wealth Management Process 1 Understanding Your Situation 2 Analysis And Design Of Your Strategy 3 Presentation Of Your Recommendation 4 Ongoing Service and Information -- Select a pdf -- NEW client agreement and IDD. pdf March-April 2017 Newsletter. pdf July-August 2017 N...
Source: positivewealthmanagement.tppowered.comContact & Location
Regulatory Information
- FRN
- 550716
- Status
- Authorised
- Date Authorised
- 5 July 2011
- Years Authorised
- 14 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓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
- ✓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
- 05230032
- Company Status
- Active
- Incorporation Date
- 14 September 2004
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 66290
Team (4)
Niall Joseph Gunn
ApprovedCertifiedStephen McDine
CertifiedNicholas Philip Cranston
CertifiedEvan Thomas Holmes
No longer required
Quick Facts
- Gateshead, North East
- 14 years FCA-authorised
- 5 registered individuals
- 5 specialisms
- 16 FCA permissions
- CH 05230032
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim this profile to add your bio, photo, and fee information.
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.