UK (FCA)
Authorised
MiFID
Authorised since October 2022
Last updated 11 February 2026
Need Financial Planning Ltd
Investment and advice, Wealth/investment advisor
Location
123 High Street, Broadstairs, Kent, CT10 1NQ
Website
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
3 October 2022
First authorised by the FCA
3 October 2022
Permission update: Advising on Pension Transfers/Opt Outs
3 October 2022
Permission update: Advising on P2P agreements
Firm permissions
CBTL
Consumer Credit
Designated Investment Business
Regulated Home Finance
Latest financial accounts
Key people
SMF17 Money Laundering Reporting Officer (MLRO)
Mr James Louie Brown
email@company.com+44 20 0000 0000
FAQ
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