Trusted Planning Limited
aka Trusted Planning, Trusted Planning Limited
About
Bespoke independent financial planning and investment advice exceeding the standards set by British Standards BS:8577 & ISO:22222 Find out more When did you last take time out to check where you re heading. Contact Us Helping you make informed decisions and avoid costly mistakes Find out more How much is enough. Helping you see your life with a much clearer perspective , of where you are and ...
Source: trustedplanning.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 726208
- Status
- Authorised
- Date Authorised
- 11 November 2016
- Years Authorised
- 9 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Providing basic advice on stakeholder products
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 07146761
- Company Status
- Active
- Incorporation Date
- 4 February 2010
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (2)
Graham Andrew Waterworth
ApprovedCertifiedDaniel George Brocklehurst
ApprovedCertified
Quick Facts
- Sale, North West
- 9 years FCA-authorised
- 4 registered individuals
- 3 specialisms
- 6 FCA permissions
- CH 07146761
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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.