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.

Finance Planning Wealth Management Limited

Watch for changes

FRN: 673741
Last scraped: 1 month ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Hurstwood Grange

Hurstwood Lane

Haywards Heath

West Sussex

RH17 7QX

UNITED KINGDOM

Phone

+4401444449200

Web

https://financeplanningwealth.co.uk

Approved individuals

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

Terence Reveley
IRN TXR00028
- Employed By (2 Apr 2015 to 31 May 2023)
Terence Stephen McCutcheon
IRN TSM00004
- Employed By (27 Feb 2015 to 31 Aug 2023)
Thomas Stephen William Ackland
IRN TXA00199
- Employed By (18 Oct 2022 to 22 Jun 2023)
Timothy John Bradford
IRN TJB01123
- Employed By (1 Sep 2017 to 16 Jun 2023)
William Chattaway
IRN WXC00064
- Employed By (24 Oct 2022 to 30 Jun 2023)

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.