BURLINGTON ASSOCIATES LIMITED

• Principal Place of Business

  Burlington Associates Ltd

  30 Crown Place

  London

  Hackney

  EC2A 4EB

  UNITED KINGDOM

  Phone

  +4402073297500

  Web

  https://www.burlingtonfs.com

• Complaints Contact

  Burlington Associates Ltd

  30 Crown Place

  London

  Hackney

  EC2A 4EB

  UNITED KINGDOM

  Phone

  +4402073297500

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

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

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, 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 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

• 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

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · 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

• Philip Trew

  IRN PXT00100

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 14 Oct 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Sep 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 8 Sep 2023)
• Sarah Bowles

  IRN SLJ00006

  • CF30 Customer (1 Nov 2013 to 22 Mar 2017)
• Stephen Paul McNamara

  IRN SPM01235

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 2 Jan 2025)
  • [FCA CF] Client dealing (since 2 Jan 2025)
• Sundeep Hothi

  IRN SXH00313

  • [FCA CF] Client dealing (18 Mar 2020 to 1 Aug 2025)
  • [FCA CF] Functions requiring qualifications (18 Mar 2020 to 1 Aug 2025)
• Thomas Gordon O'Neill

  IRN TXO00129

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 3 Mar 2025)

No changes recorded yet.