True CFP Limited
aka True Chartered Financial Planners, True CFP Limited
About
True Chartered Financial Planners Coming Soon We're currently building a new website. In the meantime, please feel free to drop us a line. Mary's Place, Bury, Lancashire BL9 0DZ Tel: 0161 705 4000 Julia Bentham, Charetered Financial Planner, Director Email: j.
Source: truechartered.co.ukContact & Location
Regulatory Information
- FRN
- 482278
- Status
- Authorised
- Date Authorised
- 1 July 2008
- Years Authorised
- 17 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 P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Providing Credit Information Services
- ✓Debt-counselling
- ✓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
- 05998745
- Company Status
- Active
- Incorporation Date
- 15 November 2006
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 November 2024
- SIC Codes
- 64999
Team (7)
Julia Bentham
ApprovedCertifiedSimon John Baxendale
ApprovedCertifiedNadeem Tariq Hussain
No longer requiredJohn Derrick Green
No longer requiredDavid Edward Gleeson
No longer requiredMark John Sharples
CertifiedPaul Andrew Warren
No longer required
Quick Facts
- Bury, North West
- 17 years FCA-authorised
- 9 registered individuals
- 5 specialisms
- 19 FCA permissions
- CH 05998745
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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.