BEST FINANCIAL PLANNING LTD

Date authorised
2 January 2014
Companies House
05706249
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    3 Oxford Road
    Garsington
    Oxford
    Oxfordshire
    OX44 9DA
    UNITED KINGDOM
    Phone
    +441865361191

  • Complaints Contact

    3 Oxford Road
    Garsington
    Oxford
    Oxfordshire
    OX44 9DA
    UNITED KINGDOM
    Phone
    +4401865361191

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

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • 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 Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Alex Jones

    IRN AXJ00493

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 26 Apr 2024)
  • James Paul Best

    IRN JPB01220

    • 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] Functions requiring qualifications (since 23 Apr 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • Responsible for Insurance Mediation (2 Jan 2014 to 30 Sep 2018)
    • CF1 Director (2 Jan 2014 to 8 Dec 2019)
  • Lewis Lee Gosling

    IRN LXG00148

    • [FCA CF] Functions requiring qualifications (23 Apr 2021 to 15 Oct 2021)
  • Mandy Best

    IRN MXB03159

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 23 Apr 2021)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (2 Dec 2014 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.