Cambourne Financial Planning Limited

• Principal Place of Business

  Ivy Lodge

  Toothill Road

  Loughborough

  Leics

  LE11 1PN

  UNITED KINGDOM

  Phone

  +4401509211011

  Web

  http://cambournefp.co.uk

• Complaints Contact

  Ivy Lodge

  Toothill Road

  Loughborough

  Leics

  LE11 1PN

  UNITED KINGDOM

  Phone

  +4401509211011

• 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

• 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

• Debt Advice

  Show 1 limitation Hide limitations

  • · 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”.

• 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.

• David Bostock

  IRN DXB00388

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 11 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 11 Nov 2024)
• Faith Susan Stephanie Wignall

  IRN FXW00038

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 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 11 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Glen Christopher Marshall

  IRN GCM01100

  • [FCA CF] Client dealing (18 Dec 2023 to 3 Jun 2025)
  • [FCA CF] Functions requiring qualifications (5 Dec 2023 to 3 Jun 2025)
• John Robert Maltby

  IRN JRM00001

  • CF30 Customer (19 Jan 2008 to 28 Jan 2009)
• Joshua James Lowe

  IRN JXL02287

  • 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 11 Nov 2024)
  • [FCA CF] Client dealing (since 11 Nov 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Oct 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 27 Oct 2023)
• Katherine Anne Searson

  IRN KXS00782

  • [FCA CF] Functions requiring qualifications (11 Nov 2024 to 30 Oct 2025)
• Kirsten O'Neill

  IRN KXO00183

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Mar 2026)
• Mark Anthony Loydall

  IRN MAL00007

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 11. Pension transfer specialist
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • [FCA CF] Manager of certification employee (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)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Responsibility for MCD Intermediation (since 21 Mar 2016)
  • [FCA CF] Significant management (9 Dec 2019 to 31 Jan 2022)
  • [PRA CF] Key function holder (9 Dec 2019 to 31 Jan 2022)
  • [FCA CF] Benchmark submission and administration (9 Dec 2019 to 31 Jan 2022)
  • [FCA CF] CASS oversight function (9 Dec 2019 to 31 Jan 2022)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (8 Sep 2003 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (8 Sep 2003 to 31 Oct 2007)
  • CF1 Director (8 Sep 2003 to 8 Dec 2019)
  • CF10 Compliance Oversight (8 Sep 2003 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (8 Sep 2003 to 8 Dec 2019)
• Mark William Adams

  IRN MWA00002

  • 9A. Advising on P2P agreements
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • SMF1 Chief Executive (since 9 Dec 2019)
  • 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] Manager of certification employee (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • [FCA CF] Significant management (9 Dec 2019 to 31 Jan 2022)
  • [PRA CF] Key function holder (9 Dec 2019 to 31 Jan 2022)
  • [FCA CF] Benchmark submission and administration (9 Dec 2019 to 31 Jan 2022)
  • [FCA CF] CASS oversight function (9 Dec 2019 to 31 Jan 2022)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • Responsible for Insurance Mediation (3 Jun 2005 to 30 Sep 2018)
  • CF3 Chief Executive (8 Sep 2003 to 8 Dec 2019)
  • CF21 Investment Adviser (8 Sep 2003 to 31 Oct 2007)
  • CF8 Apportionment and Oversight (8 Sep 2003 to 31 Mar 2009)
  • CF1 Director (8 Sep 2003 to 8 Dec 2019)
• Orlene Margaret Palmer

  IRN OMP01003

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Mar 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 28 Mar 2025)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (24 Oct 2003 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (8 Sep 2003 to 24 Oct 2003)

• Straw and Pearce Financial Management LLP

  FRN 603669 · Appointed 3 Jul 2013

No changes recorded yet.