Wood Kirkbride Independent Financial Advisers Limited
aka Wood Kirkbride Independent Financial Advisers Limited
Authorised FRN 938688
About
Impartial, face-to-face financial advice for clients in Washington, Sunderland, Co Durham and Newcastle from a North East family-run firm.
Source: woodkirkbride-ifa.comContact & Location
Monday9:30 AM – 4:00 PM
Tuesday9:30 AM – 4:00 PM
Wednesday9:30 AM – 4:00 PM
Thursday9:30 AM – 4:00 PM
FridayClosed
SaturdayClosed
SundayClosed
Specialisms
Regulatory Information
- FRN
- 938688
- Status
- Authorised
- Date Authorised
- 14 June 2021
- Years Authorised
- 4 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓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
- 12831249
- Company Status
- Active
- Incorporation Date
- 24 August 2020
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 September 2024
- SIC Codes
- 70221
Team (8)
David Samuel Wood
ApprovedCertifiedLois-Eryn Ford
CertifiedJulie Wood
CertifiedGraeme Neil Richardson
CertifiedAbbie Taylor
CertifiedJames Wood
CertifiedJohn George King
No longer requiredNeil Marshall
No longer required
Quick Facts
- Sunderland, North East
- 4 years FCA-authorised
- 9 registered individuals
- 4 specialisms
- 15 FCA permissions
- CH 12831249
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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.