UK (FCA)
Authorised
Authorised since June 2026
Last updated 6 June 2026
Capital Managers Financial Planning Ltd
Investment and advice, Holistic financial planner
Location
Capital Managers Financial Planning Ltd, 80 Berkeley Street, Glasgow, G3 7DS
Summary
Capital Managers Financial Planning Ltd is a Glasgow-based holistic financial planner. It was first authorised by the FCA in 2026. It has permissions related to credit, investments, and pensions.
Timeline
1 June 2026
First authorised by the FCA
1 June 2026
Permission update: Debt-counselling
1 June 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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