Efficient Financial Planning Limited
Profile data from public records and claimed profile updates where available
Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.
Efficient Financial Planning Limited is listed as a FCA appointed representative in the PR1 6QQ area. Registered at Companies House in 2009. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.
Are you the business owner?
Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.
Activate UseSam AIProtect Your Business Too
Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.
Explore Protection PlansServices
Verified By
Regulatory Context
2 Plan Wealth Management Limited, FRN 461598 (Full)
EFFICIENT FINANCIAL PLANNING LIMITED is active and was incorporated on 23 November 2009.
Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.
Registered office: 98 Peel Hall Street, Preston, PR1 6QQ
Authorisations
Company Snapshot
People and Control
Active directors
Persons with significant control
Recent Filings
Verified Reviews
Reviews are sorted by verification strength, then recency.
Leave a Verified Review
UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.
Location
You'll find Efficient Financial Planning Limited at the location shown on the map in Preston.
Other Financial Advisers in or near Preston
Explore other listed profiles in your area
Preston, PR1 3HP
Preston, PR2 2YP
Preston, PR4 0LR
Preston, PR3 3JY
Preston, PR2 1LH
Preston, PR1 9HS
Preston, PR2 2YP
Preston, PR2 3AQ
Is this your profile?
Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.
✓ Dedicated AI receptionist number
✓ Routed client enquiries
✓ Profile verification and review tools
ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.