UK (FCA)
Authorised
Authorised since March 2026
Last updated 7 March 2026
Envision Financial Planning Ltd
Investment and advice, Wealth/investment advisor
Location
Envision Financial Planning Ltd, Suite 1, 149-151 St Neots Road Hardwick, Cambridge, CB23 7QJ
Website
Summary
Envision Financial Planning Ltd is a Cambridge-based wealth/investment advisor. 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: Debt-counselling
4 March 2026
Permission update: Advising (ex Pension Transfers/Opt Outs)
Firm permissions
Consumer Credit
Designated Investment Business
Latest financial accounts
Key people
FAQ
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