boosst Limited

• Principal Place of Business

  Church View

  Hulcote

  Milton Keynes

  Buckinghamshire

  MK17 8BW

  UNITED KINGDOM

  Phone

  +441908584925

  Web

  https://www.boosst.financial

• Complaints Contact

  Church View

  Hulcote

  Milton Keynes

  Buckinghamshire

  MK17 8BW

  UNITED KINGDOM

  Phone

  +441908584925

• P2P Lending Advice

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

• 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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  • · 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

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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

  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.

• Insurance Admin

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

• Stockbroking

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

• 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

  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.

• Gabriella Butten

  IRN GXH00229

  • 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 7 Jun 2021)
  • [FCA CF] Client dealing (since 9 Dec 2019)
• Joanne Louise Scott

  IRN JLK01035

  • [FCA CF] Client dealing (11 Oct 2021 to 12 Jul 2023)
  • [FCA CF] Functions requiring qualifications (11 Oct 2021 to 12 Jul 2023)
• Joshua Alexander Butten

  IRN JAB01597

  • 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 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Significant management (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] Client dealing (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsible for Insurance Mediation (3 Apr 2018 to 30 Sep 2018)
  • CF1 Director (3 Apr 2018 to 8 Dec 2019)
  • CF10 Compliance Oversight (3 Apr 2018 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (3 Apr 2018 to 8 Dec 2019)
  • CF30 Customer (3 Apr 2018 to 8 Dec 2019)
• Keith Alan Butten

  IRN KAB00006

  • 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)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Significant management (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • CF30 Customer (3 Apr 2018 to 8 Dec 2019)
  • CF1 Director (3 Apr 2018 to 8 Dec 2019)
• Mel Alexander Latham

  IRN MXL00603

  • [FCA CF] Client dealing (7 Nov 2023 to 26 Apr 2024)
  • [FCA CF] Functions requiring qualifications (7 Nov 2023 to 26 Apr 2024)
• Ryan Nathan Smith

  IRN RXS00944

  • 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 13 May 2024)
  • [FCA CF] Client dealing (since 13 May 2024)
• Thomas Edward Kenny

  IRN TEK01014

  • 11. Pension transfer specialist
  • 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 24 Sep 2021)
  • [FCA CF] Functions requiring qualifications (since 24 Sep 2021)
• Vicki Hardy

  IRN VXS00021

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Jun 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 4 Jun 2021)
  • CF30 Customer (3 Apr 2018 to 8 Dec 2019)

No changes recorded yet.