Whittaker Financial Solutions Limited

Name: Whittaker Financial Solutions Limited
Address: 2 Howard Cottages, Sand Lane, Carnforth, LA5 9NJ, GB
Telephone: 01254 664600
Price range: $$
Rating: 4.5

aka Whittaker Financial Solutions Limited

Authorised FRN 409239 4.5 (2)

About

Independant Financial Advisers offering avice on Pensions, Investments, Morgages and Wealth Management. We cover the whole of the North West and South Lakes.

Source: whittakerfs.co.uk

Contact & Location

Address

Salesbury Hall Road,, 32, Manor Court, Salesbury Hall Rd, Ribchester, Preston PR3 3XR, UK

More advisers in Lancaster

Phone

01254 664600

Website

whittakerfs.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

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 409239
Status: Authorised
Date Authorised: 26 November 2004
Years Authorised: 21 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (20)

Show all permissions

✓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
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Making arrangements with a view to a home purchase plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Arranging (bringing about) a home purchase plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓Advising on a home purchase 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: 05090793
Company Status: Active
Incorporation Date: 1 April 2004
Directors: 1
Accounts Category: Total Exemption Full
Last Accounts Filed: 30 April 2025
SIC Codes: 82990

Team (14)

Eden Thomas Whittaker
ApprovedCertified
Christopher Hesketh Jones
ApprovedCertified
Gary Stephen Ward
ApprovedCertified
Steven Henry Van Den Nieuwenhof
ApprovedCertified
Michael John Rigg
No longer required
Christopher Bradbury
Certified
Steven Marc Czapowski
Certified
Deborah Helm
No longer required
Lisa Estill
Certified
Paul Robert Dunning
No longer required
Michael Wellby
No longer required
Angela Marie Kay
No longer required
Andrew Cross
No longer required
Ian Jones
No longer required

Google Reviews

4.5

2 reviews on Google

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Quick Facts

Carnforth, North West
21 years FCA-authorised
16 registered individuals
5 specialisms
20 FCA permissions
CH 05090793

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Data Sources

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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.