Blackbear Financial Group Ltd

• Principal Place of Business

  Blackbear Financial Group Ltd

  Unit 4

  Rossmore Business Village

  Inward Way

  Ellesmere Port

  Cheshire West And Chester

  CH65 3EY

  UNITED KINGDOM

  Phone

  +4401513176800

  Web

  https://www.blackbearfinancialgroup.co.uk

• Complaints Contact

  Blackbear Financial Group Ltd

  Unit 4

  Rossmore Business Village

  Inward Way

  Ellesmere Port

  Cheshire West And Chester

  CH65 3EY

  UNITED KINGDOM

  Phone

  +4401513176800

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For 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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  • · 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.
  • · 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 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

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  • · 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, 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.

• Credit Brokering

• Debt Advice

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  • · 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”.

• 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

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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.

• Credit Score Services

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  • · This permission is limited to not carrying out credit repair services

• Andrew George Anderson

  IRN AGA00001

  • 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 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 7 Dec 2023)
  • CF1 Director (5 Jan 2018 to 8 Dec 2019)
  • Responsible for Insurance Mediation (5 Jan 2018 to 30 Sep 2018)
  • CF11 Money Laundering Reporting (5 Jan 2018 to 8 Dec 2019)
  • CF10 Compliance Oversight (5 Jan 2018 to 8 Dec 2019)
  • CF30 Customer (5 Jan 2018 to 8 Dec 2019)
• Charles Sebastian Beck

  IRN CSB01143

  • 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 4 Dec 2023)
  • [FCA CF] Functions requiring qualifications (since 4 Dec 2023)
• Christopher John Sands

  IRN CJS01405

  • 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 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (16 Apr 2018 to 8 Dec 2019)
• Garry Charles Ridley

  IRN GXR16909

  • 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] Functions requiring qualifications (since 9 Apr 2025)
  • [FCA CF] Client dealing (since 9 Apr 2025)
• JOSHUA COOKE

  IRN JXC01663

  • [FCA CF] Client dealing (1 Aug 2024 to 16 Jan 2026)
  • [FCA CF] Functions requiring qualifications (1 Aug 2024 to 16 Jan 2026)
• Karen Margaret Anderson

  IRN KMA01094

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (5 Jan 2018 to 8 Dec 2019)
• Max Anderson

  IRN MXA01353

  • 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 14 Mar 2025)
  • [FCA CF] Functions requiring qualifications (since 14 Mar 2025)
• Stephen Baxter

  IRN SXB00129

  • 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 21 Oct 2020)
  • [FCA CF] Functions requiring qualifications (since 21 Oct 2020)

No changes recorded yet.