Firm profile

UK (FCA)
Authorised
Authorised since March 2026
Last updated 7 March 2026

Envision Financial Planning Ltd

Location

Envision Financial Planning Ltd, Suite 1, 149-151 St Neots Road, Hardwick, Cambridge, CB23 7QJ

Summary

Envision Financial Planning Ltd is a Cambridge-based company. It was first authorised by the FCA in 2026. It has permissions related to credit, investments, and pensions.

Timeline

4 March 2026

First authorised by the FCA

4 March 2026

Permission update: Advising on Pension Transfers/Opt Outs

4 March 2026

Permission update: Advising (ex Pension Transfers/Opt Outs)

Firm permissions

Consumer Credit
Designated Investment Business
Latest financial accounts
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Key people

SMF16 Compliance Oversight

Mr Martin Harvey

email@company.com+44 20 0000 0000

SMF17 Money Laundering Reporting Officer (MLRO)

Mr Martin Harvey

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Martin Harvey

email@company.com+44 20 0000 0000

Responsible for Insurance Distribution

Mr Martin Harvey

email@company.com+44 20 0000 0000

FAQ

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