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XP

XPAT Limited

aka PX Financial, Prism Xpat, Pension Exchange, Global Wealth Consultancy, XPAT Limited

Authorised FRN 459255

Contact & Location

Address
2, Berkeley Square House, Berkeley Square, London W1J 6BD, UK
More advisers in Westminster
Opening Hours
Monday9:00 AM – 5:30 PM
Tuesday9:00 AM – 5:30 PM
Wednesday9:00 AM – 5:30 PM
Thursday9:00 AM – 5:30 PM
Friday9:00 AM – 5:30 PM
SaturdayClosed
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
2 January 2007
Years Authorised
19 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (7)
Show all permissions
  • Agreeing to carry on a regulated activity
  • Providing basic advice on stakeholder products
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • 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
04620989
Company Status
Active
Incorporation Date
18 December 2002
Directors
2
Accounts Category
Total Exemption Full
Last Accounts Filed
31 December 2024
SIC Codes
66190

Team (17)

  • Charlotte Barnes

    Approved
  • Darion William Pohl

    ApprovedCertified
  • Jayne Elizabeth Littlejohn

    Certified
  • Alan Martin

    Certified
  • Darren Wood

    Certified
  • Jacqueline Frances Mitchell

    No longer required
  • Katherine Lett

    No longer required
  • Julie Hansen

    Approved
  • Victoria Jane Barrowcliff

    No longer required
  • Simon John Neville

    ApprovedCertified
  • Vincent Gerard Molloy

    ApprovedCertified
  • Michael Hall

    No longer required
  • Stephen Paul Whyburd

    Certified
  • Anthony Powell

    No longer required
  • James Thomas Hennington

    No longer required
  • Damien John Watson

    No longer required
  • Christopher Harag

    No longer required

Quick Facts

  • London, London
  • 19 years FCA-authorised
  • 20 registered individuals
  • 4 specialisms
  • 7 FCA permissions
  • CH 04620989

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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.