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: Making arrangements
3 October 2022
Permission update: Advising on Pension Transfers/Opt Outs
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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