Weston Associates IFA Limited
aka Weston Associates Financial Planning, Weston Associates IFA Limited
About
A Chartered Financial Planning firm providing financial planning and advice with specialist expertise in pensions, investments, tax efficient savings, portfolio management and estate planning.
Source: westonassociates.co.ukContact & Location
Regulatory Information
- FRN
- 207494
- Status
- Authorised
- Date Authorised
- 17 January 2002
- Years Authorised
- 24 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
- ✓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
- 03735289
- Company Status
- Active
- Incorporation Date
- 17 March 1999
- Directors
- 3
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 66190
Team (8)
Alfred John Weston
ApprovedKaren Millington
ApprovedCertifiedAndrew Stephen Weston
ApprovedCertifiedAndrew Anthony Kevern
CertifiedPhilipa Ann Brown
No longer requiredLouise Ellen Vale
No longer requiredJill Caroline Parkinson
No longer requiredGraeme Alan Henderson
No longer required
Quick Facts
- Bristol, South West
- 24 years FCA-authorised
- 12 registered individuals
- 5 specialisms
- 7 FCA permissions
- CH 03735289
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim this profile to add your bio, photo, and fee information.
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.