BARNETT & PARTNERS LIMITED

Date authorised
1 April 2013
Companies House
03777230
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Barnett & Partners
    Holmes Court House 29a
    Bridge Street
    Kenilworth
    Warwickshire
    CV8 1BP
    UNITED KINGDOM
    Phone
    +4401926511033
    Web
    https://barnettandpartners.com

  • Complaints Contact

    Barnett & Partners
    Holmes Court House 29a
    Bridge Street
    Kenilworth
    Warwickshire
    CV8 1BP
    UNITED KINGDOM
    Phone
    +4401926511033

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • P2P Lending Advice

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

  • 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, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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
    • · 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, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • 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, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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.

  • Basic Pension Advice

    For Retail (Investment), Stakeholder products

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Barry Michael Clohessy

    IRN BMC00004

    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 17 Aug 2020)
  • Jane Caroline Barnett

    IRN JCB01176

    • CF1 Director (17 Feb 2006 to 16 May 2013)
  • Timothy Francis Alfred Barnett

    IRN TFB00002

    • 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)
    • [FCA CF] Functions requiring qualifications (since 4 Jan 2021)
    • [FCA CF] Client dealing (since 4 Jan 2021)
    • [FCA CF] Manager of certification employee (since 1 Aug 2020)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • [FCA CF] Significant management (4 Jan 2021 to 1 Jan 2023)
    • [FCA CF] CASS oversight function (4 Jan 2021 to 1 Jan 2023)
    • CF30 Customer (1 Nov 2007 to 5 Feb 2019)
    • CF21 Investment Adviser (17 Feb 2006 to 31 Oct 2007)
    • CF11 Money Laundering Reporting (17 Feb 2006 to 8 Dec 2019)
    • CF10 Compliance Oversight (17 Feb 2006 to 8 Dec 2019)
    • CF1 Director (17 Feb 2006 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (17 Feb 2006 to 31 Mar 2009)
    • Responsible for Insurance Mediation (17 Feb 2006 to 30 Sep 2018)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.