Our Regulatory Status

Advance Financial Planning is a trading style of Advance Financial Planning (South West) Ltd. which is authorised and regulated by the Financial Conduct Authority (FCA).

Our Company is authorised and regulated by the Financial Conduct Authority and our FCA Number is 499708.

The Financial Conduct Authority does not regulate cash individual savings accounts and estate planning.

Our Company is registered in England and Wales, Company No. 6861584.

Paddy Kerwin’s personal registration number with the Financial Conduct Authority is PBK01014.

Paddy Kerwin is a member at diploma level of the Personal Finance Society.

Advance Financial Planning - Paddy Kerwin