Weston Associates IFA Limited

aka Weston Associates Financial Planning, Weston Associates IFA Limited

Authorised FRN 207494

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.uk

Contact & Location

Address

Chestnut House, 13 Cabstand, Portishead, Bristol BS20 7HW, UK

More advisers in North Somerset

Phone: 01275 818499

Website: westonassociates.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

Regulated Services

Peer-to-Peer Investment Advice

Pension Transfer Advice

Pension Advice

Investment Advice

Regulatory Information

FRN: 207494
Status: Authorised
Date Authorised: 17 January 2002
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (7)

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
Approved
Karen Millington
ApprovedCertified
Andrew Stephen Weston
ApprovedCertified
Andrew Anthony Kevern
Certified
Philipa Ann Brown
No longer required
Louise Ellen Vale
No longer required
Jill Caroline Parkinson
No longer required
Graeme Alan Henderson
No longer required

Quick Facts

Bristol, South West
24 years FCA-authorised
12 registered individuals
5 specialisms
7 FCA permissions
CH 03735289

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

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.