Cassons Financial Planning Limited

• Principal Place of Business

  Foresight I F P Ltd

  Suite 3

  Richmond House 1a

  Heath Road

  Altrincham

  Trafford

  WA14 2XP

  UNITED KINGDOM

  Phone

  +4401282222910

• Complaints Contact

  Foresight I F P Ltd

  Suite 3

  Richmond House 1a

  Heath Road

  Altrincham

  Trafford

  WA14 2XP

  UNITED KINGDOM

  Phone

  +4401282222910

• Pension Transfer Advice

  For 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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  • · 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 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.

• 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, 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, 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.

• 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, 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.

• Benjamin Dyson

  IRN BFD01016

  • [FCA CF] Functions requiring qualifications (7 Mar 2024 to 6 Apr 2026)
  • [FCA CF] Client dealing (7 Mar 2024 to 6 Apr 2026)
• Benjamin Holland

  IRN BXH00342

  • [FCA CF] Functions requiring qualifications (7 Mar 2024 to 18 Oct 2024)
  • [FCA CF] Client dealing (7 Mar 2024 to 18 Oct 2024)
• Clifford Ashley Hayman

  IRN CAH01126

  • SMF3 Executive Director (9 Dec 2019 to 14 Dec 2021)
  • CF1 Director (2 Jan 2014 to 8 Dec 2019)
• Colin Tice

  IRN CXT01463

  • SMF3 Executive Director (9 Dec 2019 to 14 Dec 2021)
  • CF1 Director (2 Jan 2014 to 8 Dec 2019)
• Daniel Peter Willoughby

  IRN DXW00777

  • 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 17 Mar 2025)
  • [FCA CF] Functions requiring qualifications (since 17 Mar 2025)
• Gregory Blease

  IRN GXB00364

  • 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 7 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 7 Mar 2024)
• John David Davenport

  IRN JDD00002

  • [FCA CF] Client dealing (9 Dec 2019 to 10 May 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 May 2024)
  • CF1 Director (2 Jan 2014 to 5 Jun 2018)
  • CF30 Customer (2 Jan 2014 to 8 Dec 2019)
• Joshua Lenihan

  IRN JXL18408

  • [FCA CF] Client dealing (7 Mar 2024 to 13 Apr 2026)
  • [FCA CF] Functions requiring qualifications (7 Mar 2024 to 13 Apr 2026)
• Leslie Nutter

  IRN LXN01135

  • SMF3 Executive Director (9 Dec 2019 to 14 Dec 2021)
  • CF1 Director (2 Jan 2014 to 8 Dec 2019)
• Michael Richard Barnes

  IRN MXB06667

  • 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 7 Mar 2024)
  • [FCA CF] Client dealing (since 7 Mar 2024)

No changes recorded yet.