UNA VITA FINANCIAL PLANNING LIMITED
Investment and advice, Wealth/investment advisor
Tynings, Morda Close, Oswestry, Shropshire, SY11 2BA
Summary
UNA VITA FINANCIAL PLANNING LIMITED is a Oswestry-based wealth/investment advisor. It was first authorised by the FCA in 2021. It has permissions related to insurance, investments, and pensions.
Timeline
Permission update: Assisting in administration of insurance
Permission update: Arranging deals in investments
Permission update: Advising (ex Pension Transfers/Opt Outs)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Alasdair Calum Coutts - Britton
CPD11 - Pension transfer specialist
Mr Alasdair Calum Coutts - Britton
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Alasdair Calum Coutts - Britton
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Alasdair Calum Coutts - Britton
CPD7 - Personal recommendation on long-term care insurance
Mr Alasdair Calum Coutts - Britton
Responsible for Insurance Distribution
Mr Alasdair Calum Coutts - Britton
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Alasdair Calum Coutts - Britton
[FCA CF] Functions requiring qualifications
Mr Alasdair Calum Coutts - Britton
[FCA CF] Manager of certification employee
Mr Alasdair Calum Coutts - Britton
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