Forte Financial Consultancy Ltd
Investment and advice, Holistic financial planner
40 Church Lane, Eston, Middlesbrough, Redcar And Cleveland, TS6 9DB
Summary
Forte Financial Consultancy Ltd is a Middlesbrough-based holistic financial planner. It was first authorised by the FCA in 2023. It has permissions related to investments and pensions.
Timeline
First authorised by the FCA
Permission update: Advising (ex Pension Transfers/Opt Outs)
Role appointment: Responsible for Insurance Distribution (Mr Tom Alfie Ibitson)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Tom Alfie Ibitson
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Tom Alfie Ibitson
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Tom Alfie Ibitson
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Tom Alfie Ibitson
FAQ
Explore more public profiles and role directories.