Birkett Long IFA LLP

• Principal Place of Business

  1 Amphora Place

  Sheepen Road

  Colchester

  Essex

  CO3 3WG

  UNITED KINGDOM

  Phone

  +441206217309

  Web

  https://www.birkettlongifa.co.uk

• Complaints Contact

  1 Amphora Place

  Sheepen Road

  Colchester

  Essex

  CO3 3WG

  UNITED KINGDOM

  Phone

  +441206217309

• 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 pension policies with a Guaranteed Annuity Rate.
  • · 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.

• Authorised to Operate

• 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, 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.

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

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

• 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, 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.

• . Birkett Long LLP

  IRN XXB01160

  • SMF27 Partner (since 9 Dec 2019)
  • CF4 Partner (2 Jun 2015 to 8 Dec 2019)
• Adrian William Livesley

  IRN AWL01027

  • Responsible for Insurance Distribution (1 Oct 2018 to 1 Jun 2019)
  • Responsible for Insurance Mediation (2 Jun 2015 to 30 Sep 2018)
  • CF4 Partner (2 Jun 2015 to 1 Jun 2019)
• Andrew John Wiffen

  IRN AJW00089

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Jun 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 24 Jun 2021)
  • CF30 Customer (2 Jun 2015 to 8 Dec 2019)
• Colin Denis Hyoms

  IRN CDH01050

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2025)
  • CF30 Customer (2 Jun 2015 to 8 Dec 2019)
• David Heaton

  IRN DAH00038

  • CF30 Customer (2 Jun 2015 to 10 Jul 2015)
• David John Wisbey

  IRN DJW01410

  • CF11 Money Laundering Reporting (2 Jun 2015 to 1 Jun 2019)
• Eleanor Elizabeth Newland

  IRN EXN00094

  • 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 17 Sep 2024)
  • [FCA CF] Functions requiring qualifications (since 17 Sep 2024)
• Joe McArdle

  IRN JXM03999

  • CF30 Customer (1 Jun 2018 to 8 Nov 2019)
• Katherine Anne Barnett

  IRN KAC01097

  • 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] Functions requiring qualifications (since 22 Dec 2021)
  • [FCA CF] Client dealing (since 22 Dec 2021)
  • CF30 Customer (10 Dec 2015 to 8 Dec 2019)
• Keith Songhurst

  IRN KXS00508

  • SMF17 Money Laundering Reporting Officer (MLRO) (13 Jan 2023 to 19 Aug 2025)

No changes recorded yet.