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Storrs Wealth Planning Limited

aka Storrs Wealth Planning Limited

Authorised FRN 777463

About

A Partner Practice of St. James's Place Wealth Management. Find out how we can help you achieve your financial goals.

Source: marktootillfinancialplanning.co.uk

Contact & Location

Opening Hours
Monday9:00 AM – 5:30 PM
Tuesday9:00 AM – 5:30 PM
Wednesday9:00 AM – 5:30 PM
Thursday9:00 AM – 5:30 PM
Friday9:00 AM – 5:30 PM
SaturdayClosed
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
3 July 2017
Years Authorised
8 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (7)
Show all permissions
  • Agreeing to carry on a regulated activity
  • Advising on Pension Transfers and Pension Opt Outs
  • Debt-counselling
  • Credit Broking
  • 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
08339838
Company Status
Active
Incorporation Date
21 December 2012
Directors
1
Accounts Category
Micro Entity
Last Accounts Filed
31 December 2024
SIC Codes
70221

Team (2)

  • Franz Roger Kuhlmann

    ApprovedCertified
  • Deborah Anne Kuhlmann

    No longer required

Quick Facts

  • Carnforth, Yorkshire and The Humber
  • 8 years FCA-authorised
  • 3 registered individuals
  • 4 specialisms
  • 7 FCA permissions
  • CH 08339838

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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.