Wills & Trusts Independent Financial Planning Limited

aka Wills & Trusts Chartered Financial Planners, Wills & Trusts Independent Financial Planning Limited

Authorised FRN 223962

Contact & Location

Address

91-92 High St, Thame OX9 3EH, UK

More advisers in South Oxfordshire

Phone: 01844 212907

Website: willsandtrustspartnership.com

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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 – 3:00 PM

SaturdayClosed

SundayClosed

Specialisms

Alternative Investments Pensions Retirement Mortgages Investments

Regulated Services

Peer-to-Peer Investment Advice

Pension Transfer Advice

Pension Advice

Credit Broking

Investment Advice

Regulatory Information

FRN: 223962
Status: Authorised
Date Authorised: 17 June 2003
Years Authorised: 22 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
✓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: 03546798
Company Status: Active
Incorporation Date: 16 April 1998
Directors: 3
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 December 2024
SIC Codes: 65300

Team (17)

David Stephen Batchelor
ApprovedCertified
Rachel Phillips
ApprovedCertified
Jennifer Woods
Certified
Sophie Bramhill
No longer required
Kelly Selby
Certified
Michael William Bennett
Certified
Lee Humphrey
Certified
Suhag Sharma
Certified
Stuart Payne
Certified
Matthew Peter Hengel Jones
Certified
Neil James Howchin
Certified
Jonathan Rayner
No longer required
Dean Hobbs
Certified
Alison Parker
Certified
Jonathan Anderson
No longer required
Douglas James Woodward
Certified
Stephen Paul Street
No longer required

Quick Facts

Thame, South East
22 years FCA-authorised
20 registered individuals
5 specialisms
7 FCA permissions
CH 03546798

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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.