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Information disclosure system
The information disclosed is a copy of the data submitted to the CMVM in compliance with legislation and regulations in force and is the sole responsibility of the respective entity.

Financial intermediaries

UK credit institutions on a transitional regime

L J Financial Planning Ltd

Address:

St JAmes Court, Wilderspool Causeway, Warrington
WA4 6PS Cheshire, ENGLAND

Authorised services

Service
Registration date
   
Reception and transmission of orders relating to securities 15/12/2010
Reception and transmission of orders relating to money-market instruments 15/12/2010
Reception and transmission of orders relating to units in collective investment undertakings 15/12/2010
Securities investment advice 15/12/2010
Investment research and financial analysis or other forms of general recommendation relating to transactions in units in collective investment undertakings 19/02/2016
Investment advice on units in collective investment undertakings 15/12/2010
Investment research and financial analysis or other forms of general recommendations relating to transaction in securities 19/02/2016
Investment research and financial analysis or other forms of general recommendation relating to transactions in money-market instruments 19/02/2016
Investment advice concerning money market instruments 15/12/2010