Belmayne Independent Financial Services LLP

• Principal Place of Business

  Belmayne House

  274 Chesterfield Road

  Dronfield

  Derbyshire

  S18 1XJ

  UNITED KINGDOM

  Phone

  +4401246298181

  Web

  https://www.belmayne-ifa.com

• Complaints Contact

  Belmayne House

  274 Chesterfield Road

  Dronfield

  Derbyshire

  S18 1XJ

  UNITED KINGDOM

  Phone

  +4401246298181

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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

  Show 2 limitations 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 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), 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.

• Arranges Investments

  For Commercial, Professional, 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is 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”.

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, 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 Wilkinson

  IRN GXW00095

  • CF30 Customer (1 Nov 2007 to 26 Dec 2012)
  • CF4 Partner (23 Dec 2004 to 26 Dec 2012)
  • CF21 Investment Adviser (23 Dec 2004 to 31 Oct 2007)
  • CF11 Money Laundering Reporting (23 Dec 2004 to 26 Dec 2012)
• Irvin Leigh Fletcher

  IRN ILF00003

  • CF30 Customer (1 Nov 2007 to 26 Dec 2012)
  • Responsible for Insurance Mediation (14 Jan 2005 to 15 Nov 2012)
  • CF21 Investment Adviser (23 Dec 2004 to 31 Oct 2007)
  • CF10 Compliance Oversight (23 Dec 2004 to 1 Jan 2006)
  • CF8 Apportionment and Oversight (23 Dec 2004 to 1 Jan 2006)
  • CF4 Partner (23 Dec 2004 to 26 Dec 2012)
• John Howard Page

  IRN JHP00018

  • CF30 Customer (1 Nov 2007 to 26 Dec 2012)
  • CF4 Partner (23 Dec 2004 to 26 Dec 2012)
  • CF21 Investment Adviser (23 Dec 2004 to 31 Oct 2007)
• John Lomax

  IRN JXL00170

  • [FCA CF] Functions requiring qualifications (31 May 2023 to 31 Jul 2024)
  • [FCA CF] Client dealing (31 May 2023 to 31 Jul 2024)
• Martin Stephen Birch

  IRN MSB01167

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • SMF27 Partner (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF4 Partner (6 Apr 2018 to 8 Dec 2019)
  • CF30 Customer (11 Mar 2016 to 8 Dec 2019)
• Melanie Shaw

  IRN MXS01244

  • 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] Client dealing (since 2 Jan 2023)
  • [FCA CF] Functions requiring qualifications (since 2 Jan 2023)
• Nicholas John Baines

  IRN NXB00013

  • [FCA CF] Functions requiring qualifications (1 Feb 2021 to 25 Sep 2025)
  • [FCA CF] Client dealing (1 Feb 2021 to 25 Sep 2025)
• Nicholas Pike

  IRN NXP01272

  • 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 21 Oct 2024)
  • [FCA CF] Functions requiring qualifications (since 21 Oct 2024)
• Paul Anthony Goddard

  IRN PAG00017

  • [FCA CF] Functions requiring qualifications (8 Apr 2024 to 26 Nov 2024)
  • [FCA CF] Client dealing (8 Apr 2024 to 26 Nov 2024)
• Rachel Tunnicliffe

  IRN RXT01534

  • CF30 Customer (14 Jan 2013 to 6 May 2013)

No changes recorded yet.