XL Independent Financial Advisers Ltd

aka XL Financial Planners, XL Independent Financial Advisers Ltd

Authorised FRN 415232

Contact & Location

Address

Unit 12-13/Norfolk House/Williamsport Way/Lion Barn Ind Est, Needham Market, Ipswich IP6 8RW, UK

More advisers in Mid Suffolk

Phone: 01449 723526

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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

Credit Broking

Mortgage Arrangement

Mortgage Advice

Investment Advice

Regulatory Information

FRN: 415232
Status: Authorised
Date Authorised: 17 January 2005
Years Authorised: 21 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (12)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Providing Credit Information Services
✓Debt-counselling
✓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: 04743263
Company Status: Active
Incorporation Date: 24 April 2003
Directors: 2
Accounts Category: Unaudited Abridged
Last Accounts Filed: 31 March 2025
SIC Codes: 64999

Team (16)

Stephen Charles Bloomfield
ApprovedCertified
Andrew Mark Bullingham
ApprovedCertified
Robert Karel Marek
Certified
Adrian George Gipson
Certified
Daniel Paul Parish
Certified
Thomas Prior
Certified
David William Lawson
ApprovedCertified
Nicholas Bradley
ApprovedCertified
Andrew Robert Bismann
No longer required
Alisdair John Hartley
No longer required
Martin John Cornell
Certified
Steven John Wicks
No longer required
Colin Leighton Davies
No longer required
David Kevin Bailey
No longer required
Kenneth Richard David Petherbridge
No longer required
Christopher John Griggs
No longer required

Quick Facts

Ipswich, East of England
21 years FCA-authorised
20 registered individuals
5 specialisms
12 FCA permissions
CH 04743263

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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.