Brian Mellor Financial Services Limited

• Principal Place of Business

  Russell House

  20 Stockwell Street

  Leek

  Staffordshire

  ST13 6DS

  UNITED KINGDOM

  Phone

  +4401538371288

  Web

  https://www.brianmellorfs.co.uk

• Complaints Contact

  Russell House

  20 Stockwell Street

  Leek

  Staffordshire

  ST13 6DS

  UNITED KINGDOM

  Phone

  +4401538371288

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Certificates representing certain security, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Security), Stakeholder pension scheme, Unit, Warrant

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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 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

  Show 1 limitation Hide limitations

  • · Limited to credit broking that will not be used to leverage an investment

• Debt Advice

  Show 2 limitations Hide limitations

  • · This permission is limited to debt counselling which is provided in connection with investment advice or advice on buy to let mortgages
  • · This permission is limited to debt counselling with no debt management activity

• Mortgage Setup

  For Customer, Regulated mortgage contract

• 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.

• Credit Score Services

• Joan Llewellyn

  IRN JXL01671

  • CF30 Customer (10 May 2011 to 9 Jan 2013)
• Louise Emily Laura Pickford

  IRN LXP00056

  • CF30 Customer (7 Jul 2015 to 8 Dec 2019)
• Lynne Ellen Mellor

  IRN LEM00009

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (10 May 2011 to 8 Dec 2019)
• Oliver Richard Mellor

  IRN ORM01011

  • 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)
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (2 Sep 2014 to 8 Dec 2019)
• Paul Gerrard

  IRN PXG01327

  • CF30 Customer (10 May 2011 to 31 Jul 2018)
• Richard Alexander Challis

  IRN RXA00257

  • SMF3 Executive Director (since 26 Mar 2026)
• Sally Ann Titterton

  IRN SXT00131

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (9 Dec 2019 to 24 Mar 2021)
• Shelley Woodrow

  IRN SXK02061

  • [FCA CF] Client dealing (1 Oct 2020 to 12 Dec 2025)
  • [FCA CF] Functions requiring qualifications (1 Oct 2020 to 12 Dec 2025)
• Stephanie Frances Clancy

  IRN SXC00668

  • 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 16 Mar 2026)
  • [FCA CF] Functions requiring qualifications (since 16 Mar 2026)

No changes recorded yet.