BEESURE LTD

• Principal Place of Business

  First Floor, Redcliff House

  Hazell Drive

  Newport

  Newport

  NP10 8FY

  UNITED KINGDOM

  Phone

  +447595466576

  Web

  https://www.bee-sure.co.uk

• Complaints Contact

  First Floor, Redcliff House

  Hazell Drive

  Newport

  Newport

  NP10 8FY

  UNITED KINGDOM

  Phone

  +4407595466576

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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

  Show 1 limitation Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Funeral plan contract, 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

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Funeral plan contract, 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

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Funeral plan contract, 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

• Credit Score Services

• Alexander James Palmer

  IRN AJP01443

  • 11. Pension transfer specialist
  • 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)
  • CF30 Customer (since 17 Aug 2020)
  • Appointed representative dealing with clients for which they require qualification (since 12 Aug 2020)
  • [FCA CF] Client dealing (since 12 Aug 2020)
  • CF30 Customer (9 Oct 2019 to 8 Dec 2019)
• Alexander Jonathan O'Neill

  IRN AJO01085

  • 11. Pension transfer specialist
  • 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
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 17 Aug 2020)
  • Appointed representative dealing with clients for which they require qualification (since 12 Aug 2020)
  • [FCA CF] Client dealing (since 12 Aug 2020)
• Jonathon Charles Williams

  IRN JXW21311

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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
  • [FCA CF] Functions requiring qualifications (since 15 Mar 2021)
  • [FCA CF] Client dealing (since 15 Mar 2021)
  • [PRA CF] Key function holder (15 Mar 2021 to 3 Aug 2023)
• Luis Adam Jackson

  IRN LXJ13815

  • CF1 Director (AR) (since 4 Jun 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 9 Oct 2019)
  • CF11 Money Laundering Reporting (9 Oct 2019 to 8 Dec 2019)
  • CF1 Director (9 Oct 2019 to 8 Dec 2019)
• Matthew Owen Jackson

  IRN MXJ06479

  • 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
  • Responsibility for MCD Intermediation (since 11 Jun 2021)
  • CF30 Customer (since 28 May 2021)
  • CF1 Director (AR) (since 28 May 2021)
  • Appointed representative dealing with clients for which they require qualification (since 12 Aug 2020)
  • [FCA CF] Client dealing (since 12 Aug 2020)
  • [FCA CF] Manager of certification employee (since 1 Mar 2020)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF10 Compliance Oversight (9 Oct 2019 to 8 Dec 2019)
  • CF1 Director (9 Oct 2019 to 8 Dec 2019)
  • CF30 Customer (9 Oct 2019 to 8 Dec 2019)
• Raffaele Elvin Castaldo

  IRN REC01112

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 11. Pension transfer specialist
  • CF30 Customer (since 17 Aug 2020)
  • [FCA CF] Client dealing (since 12 Aug 2020)
  • Appointed representative dealing with clients for which they require qualification (since 12 Aug 2020)
• Stephen Tutton

  IRN SXT00235

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 29 Mar 2021)
  • [FCA CF] Functions requiring qualifications (since 29 Mar 2021)
  • [PRA CF] Key function holder (29 Mar 2021 to 3 Aug 2023)

• RTW BROKERS LIMITED

  FRN 792386 · Appointed 3 Dec 2025

• Beesure Financial Planning Limited

  FRN 930708 · Appointed 27 Jul 2020

• Perky People Financial Services Ltd

  FRN 916115 · Appointed 1 Nov 2019

No changes recorded yet.