75point3 Limited

• Principal Place of Business

  Beecholme

  Pwllycrochan Avenue

  Colwyn Bay

  Conwy

  LL29 7BW

  UNITED KINGDOM

  Phone

  +4401492877299

  Web

  https://www.75point3.com

• Complaints Contact

  Beecholme

  Pwllycrochan Avenue

  Colwyn Bay

  Conwy

  LL29 7BW

  UNITED KINGDOM

  Phone

  +4401492877299

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Stockbroking

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding the administration of debt management plans. In this limitation debt management plans are defined as: ” a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Ffion Berry-Evans

  IRN FXB01149

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 7 Dec 2020)
• Harry Meredydd Arfon Roberts

  IRN HMR01027

  • CF30 Customer (20 Feb 2012 to 28 May 2012)
• Hugh Arthur Prys Jones

  IRN HAJ01012

  • CF1 Director (AR) (20 Jun 2012 to 5 Dec 2022)
• James Thomas

  IRN JXT00069

  • CF30 Customer (7 Mar 2011 to 31 Dec 2012)
• Jane Elizabeth Gow

  IRN JEG01099

  • CF1 Director (27 Jul 2009 to 14 Aug 2013)
  • CF30 Customer (28 Jan 2008 to 14 Aug 2013)
• Jordan Scott Pattullo

  IRN JXP01177

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Oct 2025)
• Kathleen Teles

  IRN KXL00270

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • Appointed representative dealing with clients for which they require qualification (since 12 Aug 2024)
  • CF30 Customer (since 12 Aug 2024)
  • [FCA CF] Client dealing (since 4 Aug 2023)
  • [FCA CF] Functions requiring qualifications (since 4 Aug 2023)
• Kimberley Jane Knight

  IRN KJK01047

  • SMF3 Executive Director (since 1 Sep 2024)
  • [FCA CF] Manager of certification employee (since 7 Dec 2020)
• Kirsty Isobel Haydock

  IRN KIS00010

  • [FCA CF] Client dealing (7 Dec 2020 to 1 Jan 2025)
  • Appointed representative dealing with clients for which they require qualification (7 Dec 2020 to 1 Jan 2025)
  • [FCA CF] Functions requiring qualifications (7 Dec 2020 to 1 Jan 2025)
  • CF30 Customer (2 Dec 2019 to 1 Jan 2025)
• Malcolm Roy Williams

  IRN MRW00031

  • CF21 Investment Adviser (3 May 2005 to 20 Aug 2007)

• Commercial Funding (75point3) LLP

  FRN 975258 · Appointed 6 May 2022

• 75point3 Financial Planning LLP

  FRN 592102 · Appointed 29 Nov 2012

• D.R.E. & Co Financial Planning LLP

  FRN 469570 · Appointed 27 Jun 2007

• 75point3@williamsdenton Ltd

  FRN 219890 · Appointed 3 May 2005

• Oliver & Co Financial Planning LTD (no longer appointed)

  FRN 572210 · Appointed 6 Jan 2012 · Until 19 Jun 2015

No changes recorded yet.