Berkley Vittoria Independent Financial Services Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
The StirrupsClaypit laneLichfieldStaffsWS14 0AQUNITED KINGDOM- Phone
- +4401543411085
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Complaints Contact
The StirrupsClaypit laneLichfieldStaffsWS14 0AQUNITED KINGDOM- Phone
- +4401543411085
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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P2P Lending Advice
For Commercial, Retail (Non-Investment Insurance)
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Advice
Show 2 limitations Hide limitations
- · This permission is limited to debt counselling with no debt management activity
- · This permission is limited to debt counselling which is provided in connection with investment advice and buy-to-let mortgages and second charge mortgages.
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Credit Score Services
Show 1 limitation Hide limitations
- · This permission is limited to not carrying out credit repair services
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Richard Kenneth Hill
IRN RKH00006
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- SMF3 Executive Director (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- Responsible for Insurance Distribution (since 1 Oct 2018)
- Responsible for Insurance Mediation (16 Jun 2004 to 30 Sep 2018)
- CF11 Money Laundering Reporting (1 Dec 2001 to 26 Jan 2006)
- CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
- CF1 Director (1 Dec 2001 to 8 Dec 2019)
- CF21 Investment Adviser (1 Dec 2001 to 26 Jan 2006)
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Simon Peter Stephens
IRN SPS00012
- 21. Advising or arranging (bringing about) equity release transactions
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- SMF3 Executive Director (since 9 Dec 2019)
- Responsibility for MCD Intermediation (since 21 Mar 2016)
- CF1 Director (1 Dec 2001 to 8 Dec 2019)
- CF10 Compliance Oversight (1 Dec 2001 to 26 Jan 2006)
- CF21 Investment Adviser (1 Dec 2001 to 26 Jan 2006)
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jordan charles hill
IRN JXH00697
- 21. Advising or arranging (bringing about) equity release transactions
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
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joshua thomas Hill
IRN JXH00696
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.