Andrew Colyer-Worsell

• Principal Place of Business

  First Floor, Building 2

  Croxley Park

  Watford

  Hertfordshire

  WD18 8YA

  UNITED KINGDOM

  Phone

  +441923882333

  Web

  https://www.fixmypension.com

• Complaints Contact

  Floor 2 Building 2

  Croxley Park

  Watford

  Hertfordshire

  WD18 8YA

  UNITED KINGDOM

  Phone

  +441923882333

• P2P Lending Advice

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

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · 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 Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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.

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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.

• Andrew Colyer-Worsell

  IRN AXC00084

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • SMF27 Partner (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • Sole trader dealing with clients for which they require qualification (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 8 Dec 2019)
  • CF10 Compliance Oversight (1 Dec 2001 to 8 Oct 2010)
  • CF4 Partner (1 Dec 2001 to 8 Dec 2019)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 6 Feb 2008)
• Andrew Richard Zamorski

  IRN ARZ01002

  • CF30 Customer (29 Sep 2010 to 1 Jun 2011)
  • CF10 Compliance Oversight (29 Sep 2010 to 1 Jun 2011)
• Carole Nicolaou

  IRN CXC00044

  • CF30 Customer (1 Nov 2007 to 8 Oct 2010)
  • Responsible for Insurance Mediation (14 Jan 2005 to 2 Aug 2011)
  • CF4 Partner (1 Dec 2001 to 2 Aug 2011)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Eugeni Chouvaev

  IRN EXC01338

  • CF30 Customer (14 Nov 2016 to 20 Feb 2017)
• Kevin Stephen Long

  IRN KSL01026

  • CF30 Customer (15 Jun 2015 to 26 Aug 2016)
• Laurence Justin

  IRN LXJ00087

  • [FCA CF] Functions requiring qualifications (1 Nov 2020 to 19 Nov 2021)
  • [FCA CF] Client dealing (1 Nov 2020 to 19 Nov 2021)
• Paul Gerard Molloy

  IRN PGM01131

  • CF30 Customer (24 Aug 2011 to 6 Aug 2012)

• HF & SM Weintrob (no longer appointed)

  FRN 434253 · Appointed 16 Jun 2005 · Until 27 Feb 2007

No changes recorded yet.