Intelligent Financial Planning Limited

FRN: 207679
Companies House: 05149547
Last scraped: 14 hours ago

This firm operates as an appointed representative of Sesame Limited. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Unit R3B

Rapide House

Penn Street

Amersham

Buckinghamshire

HP7 0PX

UNITED KINGDOM

Phone

+4401494817329

Approved individuals

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

Benjamin David Wilkes
IRN BDW01028
- (1)Employed By (since 18 Aug 2004)
David Andrew Wilkes
IRN DAW00056
- (1)Employed By (1 Dec 2001 to 11 Mar 2016)
James Robert Wilkes
IRN JRW01187
- (2)Employed By (18 Aug 2004 to 8 Jul 2005)

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.