Financial Planning Solutions

Date authorised
1 April 2013
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    2 Maendy Villas
    Peterston-super-Ely
    Cardiff
    Vale of Glamorgan
    CF5 6NB
    UNITED KINGDOM
    Phone
    +447721533443
    Web
    https://www.healthinsurewales.co.uk

  • Complaints Contact

    2 Maendy Villas
    Peterston-super-Ely
    Cardiff
    Vale of Glamorgan
    CF5 6NB
    UNITED KINGDOM
    Phone
    +447721533443

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Authorised to Operate

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • David John Garnham

    IRN DJG00021

    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • [FCA CF] Proprietary trader (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF10 Compliance Oversight (12 Aug 2003 to 8 Dec 2019)
    • CF21 Investment Adviser (12 Aug 2003 to 31 Oct 2007)

Recent activity

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

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