Need Financial Planning Ltd
Investment and advice, Wealth/investment advisor
123 High Street, Broadstairs, Kent, CT10 1NQ
Summary
Need Financial Planning Ltd is a Kent-based wealth/investment advisor. It was first authorised by the FCA in 2022. It has permissions related to credit, investments, mortgages & home finance, and pensions.
Timeline
Role appointment: [FCA CF] Functions requiring qualifications (Jane Amanda Stevenson)
Role appointment: [FCA CF] Functions requiring qualifications (Daniel James Clarke)
First authorised by the FCA
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr James Louie Brown
CPD20 - Advising or arranging regulated mortgage contracts
Mr Robert Patrick Brown
CPD20 - Advising or arranging regulated mortgage contracts
Mr James Louie Brown
CPD21 - Advising or arranging equity release transactions
Mr James Louie Brown
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr James Louie Brown
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr James Louie Brown
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr James Louie Brown
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Robert Patrick Brown
FAQ
Explore more public profiles and role directories.