TR
Trusted Financial Planning Limited
aka Trusted Estate Planning, Trusted Financial Planning Limited
Authorised FRN 815352
About
Trusted Estate Planning, Wills and Estate Planning, West Yorkshire
Source: trustedestateplanning.co.uk/aboutus.htmlContact & Location
Regulatory Information
- FRN
- 815352
- Status
- Authorised
- Date Authorised
- 2 January 2019
- Years Authorised
- 7 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
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
- 09078667
- Company Status
- Active
- Incorporation Date
- 10 June 2014
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 December 2025
- SIC Codes
- 64999
Team (1)
Maxine Allison Chadaj
ApprovedCertified
Quick Facts
- Cleckheaton, Yorkshire and The Humber
- 7 years FCA-authorised
- 2 registered individuals
- 5 specialisms
- 8 FCA permissions
- CH 09078667
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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.