CARBON FINANCIAL PARTNERS LIMITED

• Principal Place of Business

  61 Manor Place

  Edinburgh

  Midlothian

  EH3 7EG

  UNITED KINGDOM

  Phone

  +4401312200000

  Web

  https://www.carbonfinancial.co.uk

• Complaints Contact

  61 Manor Place

  Edinburgh

  Midlothian

  EH3 7EG

  UNITED KINGDOM

  Phone

  +4401312200000

• 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.
  • · 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

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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

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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.

• Credit Brokering

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• Consumer Hire

• Consumer Hire Servicing

• 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

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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.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This activity is limited to relevant credit activities as defined in paragraph 2G of Schedule 6 of the Financial Services and Markets Act 2000

• Amanda Downie

  IRN ALW01072

  • CF30 Customer (4 Apr 2011 to 31 Dec 2015)
• Barry John O'Neill

  IRN BJO00001

  • SMF3 Executive Director (9 Dec 2019 to 21 Feb 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Mar 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 19 Mar 2024)
  • CF30 Customer (4 Apr 2011 to 8 Dec 2019)
  • CF1 Director (4 Apr 2011 to 8 Dec 2019)
• Caroline Hawkesley

  IRN CXH01262

  • SMF3 Executive Director (16 Feb 2024 to 4 Dec 2025)
• Charlotte Emily Thomas

  IRN ECQ00001

  • SMF3 Executive Director (16 Feb 2024 to 3 Nov 2025)
• Christopher James Mackie

  IRN CJM00134

  • CF30 Customer (4 Apr 2011 to 8 Jul 2011)
• Darren Graham McMillan

  IRN DXM00506

  • [FCA CF] Client dealing (29 Jan 2024 to 28 Feb 2025)
  • [FCA CF] Functions requiring qualifications (29 Jan 2024 to 28 Feb 2025)
• Darren William Lees

  IRN DWL01047

  • 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)
  • 9A. Advising on P2P agreements
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (16 Nov 2017 to 8 Dec 2019)
• Dean McFarlane

  IRN DXM00846

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 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)
  • [FCA CF] Functions requiring qualifications (since 31 Jan 2023)
  • [FCA CF] Client dealing (since 31 Jan 2023)
• Felicity Morris

  IRN FXJ00043

  • 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
  • [FCA CF] Functions requiring qualifications (since 26 Jan 2023)
  • [FCA CF] Client dealing (since 26 Jan 2023)
• Finlay Wilson

  IRN FXW00127

  • 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
  • [FCA CF] Functions requiring qualifications (since 26 Jun 2025)
  • [FCA CF] Client dealing (since 26 Jun 2025)

No changes recorded yet.