Thomas, Carroll Independent Financial Advisers Limited

Name: Thomas, Carroll Independent Financial Advisers Limited
Address: Pendragon House, Crescent Road, Caerphilly, Mid Glamorgan, CF83 1XX, GB
Telephone: 029 2085 3793
Price range: $$
Rating: 4.3

aka Thomas, Carroll Wealth Management, Thomas, Carroll Independent Financial Advisers Limited

Authorised FRN 450497 4.3 (3)

About

Thomas Carroll is a leading provider of insurance, risk and wealth services to business and private clients across the UK. Visit us today to find out more.

Source: thomascarroll.co.uk

Contact & Location

Address

Pendragon House, Crescent Rd, Caerphilly CF83 1XX, UK

More advisers in Caerphilly

Phone

029 2085 3793

Website

thomascarroll.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Alternative Investments Pensions Retirement Mortgages Investments

Regulatory Information

FRN: 450497
Status: Authorised
Date Authorised: 3 July 2006
Years Authorised: 19 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (8)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓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: 02142023
Company Status: Active
Incorporation Date: 23 June 1987
Directors: 3
Accounts Category: Small
Last Accounts Filed: 31 December 2024
SIC Codes: 66190

Team (16)

Rhys David Thomas
Approved
Mark Adrian Eedy
ApprovedCertified
Craig Lee Butler
ApprovedCertified
Damian Paul Sharp
ApprovedCertified
Todd Rowlands
ApprovedCertified
Ashley Edward Connor
Certified
Louise Elizabeth Eedy
No longer required
Stephen Mark Francis
ApprovedCertified
David Henry Griffith
ApprovedCertified
David Jeffrey Churchill
ApprovedCertified
Nigel Frederick Davies
Certified
Tom Bevan
No longer required
Christian Brooke
Certified
Nicholas James
Certified
Peter James White
No longer required
John Moore
No longer required

Google Reviews

4.3

3 reviews on Google

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Quick Facts

Caerphilly, Wales
19 years FCA-authorised
19 registered individuals
5 specialisms
8 FCA permissions
CH 02142023

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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.