Bottriell Adams LLP

• Principal Place of Business

  Wigmore Yard

  42 Wigmore Street

  London

  W1U 2RY

  UNITED KINGDOM

  Phone

  +448005884064

  Web

  https://www.trinitybridge.com

• Complaints Contact

  Wigmore Yard

  42 Wigmore Street

  London

  W1U 2RY

  UNITED KINGDOM

  Phone

  +448005884064

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

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

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

  Show 1 limitation 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.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

  Show 1 limitation Hide limitations

  • · The firm may not broker credit for the purpose of increasing the funds available for investment

• Debt Advice

  Show 2 limitations Hide limitations

  • · This permission is limited to debt counselling with no debt management activity
  • · Limited to debt counselling which is provided in connection with investment advice and buy-to-let mortgages.

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For 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.

• Jane Fiona Preston

  IRN JXP00374

  • [FCA CF] Client dealing (4 Apr 2025 to 21 Oct 2025)
  • [FCA CF] Significant management (9 Dec 2019 to 1 Mar 2022)
• Johanna Doreen Valentin Payne-Knauf

  IRN JDP01089

  • CF4 Partner (19 Jul 2004 to 31 Aug 2006)
• Kate Elizabeth Kift

  IRN KXL07050

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 7 Oct 2024)
  • [FCA CF] Functions requiring qualifications (since 7 Oct 2024)
• Lisa Ann Bowles

  IRN LXB00255

  • [FCA CF] Significant management (9 Dec 2019 to 1 Mar 2022)
• Mark Vincent

  IRN MXV00013

  • CF30 Customer (31 Jul 2014 to 30 Mar 2015)
• Richard John Williams

  IRN RJW01401

  • CF30 Customer (9 Apr 2018 to 3 Oct 2018)
• Sandra Jane Toole

  IRN SXT00246

  • [FCA CF] Significant management (9 Dec 2019 to 1 Mar 2022)
• Sarah Jane Frances Templeman

  IRN SJT01266

  • SMF27 Partner (9 Dec 2019 to 1 Mar 2024)
  • [FCA CF] Significant management (9 Dec 2019 to 1 Mar 2024)
  • CF4 Partner (31 Mar 2017 to 8 Dec 2019)
• Steven Dudley Norman

  IRN SDN01008

  • CF4 Partner (24 Apr 2009 to 31 Mar 2018)
  • CF30 Customer (1 Nov 2007 to 31 Mar 2018)
  • CF21 Investment Adviser (1 Aug 2005 to 31 Oct 2007)
• Susan Burnett

  IRN SXB02965

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Mar 2024)
  • [FCA CF] Significant management (9 Dec 2019 to 1 Mar 2024)
  • SMF27 Partner (9 Dec 2019 to 1 Mar 2024)
  • CF4 Partner (27 Apr 2015 to 8 Dec 2019)

No changes recorded yet.