Affinity Financial Awareness Limited

• Principal Place of Business

  Third Foor

  5 St Paul's Square

  Liverpool

  L3 9SJ

  UNITED KINGDOM

  Phone

  +448000492011

  Web

  https://www.affinityadvise.co.uk

• Complaints Contact

  Third Floor

  5 St Paul's Square

  Liverpool

  L3 9SJ

  UNITED KINGDOM

  Phone

  +448000492011

• Investment Advice (no pensions)

  For 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, Unit, Warrant

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  • · 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.

• Authorised to Operate

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

• Arranges Investments

  For 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, 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.

• Investment Setup

  For 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, 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.

• Graham Clifford Gibson

  IRN GCG00009

  • CF22 Investment Adviser (Trainee) (14 Jul 2006 to 7 Aug 2006)
• Graham David Clansey

  IRN GXC00064

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 20 Jan 2023)
• Grant Bilton

  IRN GXB02335

  • [FCA CF] Functions requiring qualifications (28 Sep 2022 to 30 Jan 2024)
• Greig Jardine Messer

  IRN GJM00003

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2022)
  • CF30 Customer (30 Oct 2019 to 8 Dec 2019)
• Hana Ghani

  IRN HXG00095

  • [FCA CF] Functions requiring qualifications (23 May 2022 to 8 Jul 2024)
• Helen Jane Hamilton

  IRN HJE00002

  • CF30 Customer (14 Jun 2017 to 15 Mar 2019)
• Hitesh Devji Pindoria

  IRN HXP07249

  • CF30 Customer (23 Oct 2018 to 15 Mar 2019)
• Hussain Bhaiji

  IRN HXB01404

  • [FCA CF] Functions requiring qualifications (26 Jul 2022 to 20 Aug 2025)
• Iain Anthony Angus Cherry

  IRN IXC00044

  • CF30 Customer (8 Sep 2008 to 12 Jul 2016)
• Iain Jackson

  IRN IXJ01077

  • CF30 Customer (11 Aug 2016 to 21 Oct 2016)

No changes recorded yet.