Cedar House Financial Services Limited

• Principal Place of Business

  Cedar House Financial Services Limited

  16 Plantagenet Road

  Barnet

  London

  EN5 5JG

  UNITED KINGDOM

  Phone

  +4402083664400

  Web

  https://cedarhousefinancial.co.uk

• Complaints Contact

  Cedar House Financial Services Limited

  16 Plantagenet Road

  Barnet

  London

  EN5 5JG

  UNITED KINGDOM

  Phone

  +4402083664400

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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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  • · 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, 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.

• 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

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  • · Limited to not brokering credit for the purpose of increasing the funds available for investment.

• 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

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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

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  • · This permission is limited to not carrying out credit repair services

• Adam Finegold

  IRN AXF16638

  • 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 13 Dec 2023)
  • [FCA CF] Functions requiring qualifications (since 13 Dec 2023)
• Boyd Young

  IRN BXY00002

  • CF30 Customer (1 Oct 2012 to 8 May 2014)
• Brian Andrew Higgins

  IRN BAH00014

  • CF21 Investment Adviser (1 Dec 2001 to 30 Jun 2003)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 30 Jun 2003)
• Christakis Costas Mousoullou

  IRN CCM00001

  • CF30 Customer (1 Nov 2007 to 17 Jul 2009)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• David Golding

  IRN DXG00133

  • CF21 Investment Adviser (11 Dec 2001 to 1 Apr 2005)
• David Ian Rose

  IRN DXR01381

  • CF30 Customer (1 Nov 2007 to 12 Dec 2007)
  • CF21 Investment Adviser (9 Mar 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (23 Aug 2004 to 9 Mar 2007)
• Dean Gerschlowitz

  IRN DXG01775

  • 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 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF1 Director (26 Nov 2018 to 8 Dec 2019)
  • CF30 Customer (6 Mar 2015 to 8 Dec 2019)
• Elia Thanos Elia

  IRN ETE01003

  • 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)
  • SMF16 Compliance Oversight (since 16 Apr 2021)
  • 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)
  • CF1 Director (20 Aug 2019 to 8 Dec 2019)
  • CF30 Customer (16 Jan 2009 to 6 Dec 2012)
• Elliot Samuel Gothold

  IRN ESG01018

  • CF30 Customer (16 Aug 2010 to 23 Dec 2010)
• Gerald Michael Greene

  IRN GMG00001

  • CF30 Customer (1 Nov 2007 to 28 Mar 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

• Cedar House Protect Limitied (no longer appointed)

  FRN 583410 · Appointed 25 Jun 2012 · Until 5 Nov 2013

No changes recorded yet.