This firm is no longer registered as an appointed representative.

It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.

Cleeve Financial Planning Ltd

Watch for changes

FRN: 911706
Companies House: 12056508
Last scraped: 2 days ago

Watch for changes

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Knightwood Court

Mead Road

Stoke Gifford

Bristol

Gloucestershire

BS34 8PS

UNITED KINGDOM

Phone

+4401174407869

Web

https://www.cleevefinancialplanning.co.uk

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Adam Benjamin Wyrill
IRN ABW01041
- Employed By (31 Jul 2019 to 15 Nov 2024)
Benjamin Ashley Thomas Wilson
IRN BXW19209
- Employed By (6 Mar 2024 to 15 Nov 2024)
Daniel Charles Gould
IRN DCG01083
- Employed By (31 Jul 2019 to 15 Nov 2024)
Francis John Gates
IRN FJG00005
- Employed By (6 May 2020 to 30 Jun 2022)
Kieran Anthony O'Connor
IRN OXK01074
- Employed By (28 Sep 2021 to 15 Nov 2024)
Thomas David Alexander Williams
IRN TDW01048
- Employed By (2 Oct 2020 to 15 Nov 2024)
Timothy Patrick O'Loughlin
IRN TPO01011
- Employed By (2 Aug 2019 to 15 Nov 2024)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.