Cove Financial Planning (Leeds) Limited
Investment and advice, Holistic financial planner
Cove Financial Planning (Leeds) Limited, Aspire Offices, 2 Infirmary Street, Leeds, LS1 2JP
Summary
Cove Financial Planning (Leeds) Limited is a Leeds-based holistic financial planner. It was first authorised by the FCA in 2025. It has permissions related to credit, investments, and pensions.
Timeline
First authorised by the FCA
Permission update: Debt-counselling
Permission update: Advising (ex Pension Transfers/Opt Outs)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Thomas James Frane
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
Mr Joseph Denis O'Shea
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Joseph Denis O'Shea
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Thomas James Frane
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Thomas James Frane
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Joseph Denis O'Shea
CPD7 - Personal recommendation on long-term care insurance
Mr Joseph Denis O'Shea
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Thomas James Frane
FAQ
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