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

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  • · 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

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  • · 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.

• Martin Bourne

  IRN MXB04208

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 13 Aug 2025)
• Martin John Hopkins

  IRN MXH16057

  • SMF27 Partner (since 9 Dec 2019)
  • CF4 Partner (17 Jul 2019 to 8 Dec 2019)
• Michael Dominic Greely

  IRN MDG01064

  • CF30 Customer (2 Jun 2015 to 15 Jul 2016)
• Nicola Mary Ward

  IRN NMW01027

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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)
  • Responsible for Insurance Distribution (since 21 Aug 2025)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF10 Compliance Oversight (2 Jun 2015 to 8 Dec 2019)
  • CF30 Customer (2 Jun 2015 to 8 Dec 2019)
• Paul Raymond Chilver

  IRN PRC01159

  • 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] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (2 Jun 2015 to 8 Dec 2019)
• Peter Courtney Allen

  IRN PXA16058

  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 17 Jan 2023)
  • CF11 Money Laundering Reporting (23 Aug 2019 to 8 Dec 2019)
• Rhyanne Patricia Sefton

  IRN RXS00234

  • [FCA CF] Functions requiring qualifications (26 Nov 2020 to 6 Dec 2024)
  • [FCA CF] Client dealing (26 Nov 2020 to 6 Dec 2024)
• Richard Luke Shanks

  IRN RLS00012

  • SMF27 Partner (since 2 Aug 2025)
• Trey Salvator Vella

  IRN TXV19724

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Jun 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 18 Jun 2021)
  • CF30 Customer (3 Sep 2019 to 8 Dec 2019)

No changes recorded yet.