Sweetland Associates Limited
aka Pension Planning Services, Pension Advice Service, Sweetland Associates Limited
About
Financial advisers Newport - Financial advisers Cardiff - Investments - Savings - Pensions - Retirement - Mortgages
Source: sweetlandassociates.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 744333
- Status
- Authorised
- Date Authorised
- 3 January 2017
- Years Authorised
- 9 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓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 regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓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
- 04689304
- Company Status
- Active
- Incorporation Date
- 6 March 2003
- Directors
- 1
- Accounts Category
- Unaudited Abridged
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (1)
Walter Paul Sweetland
ApprovedCertified
Google Reviews
1 review on Google
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Quick Facts
- Newport, Wales
- 9 years FCA-authorised
- 2 registered individuals
- 4 specialisms
- 14 FCA permissions
- CH 04689304
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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.