Date authorised
30 July 2009
Companies House
06628612
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Charwin Private Clients
    Holland Court
    The Close
    Norwich
    Norfolk
    NR1 4DY
    UNITED KINGDOM
    Phone
    +4401603216881
  • Complaints Contact

    Charwin Private Clients
    Holland Court
    The Close
    Norwich
    Norfolk
    NR1 4DY
    UNITED KINGDOM
    Phone
    +4401603216881

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Negotiation

    Show 1 limitation
    • · This permission is limited to debt adjusting with no debt management activity
  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Score Services

    Show 1 limitation
    • · This permission is limited to not carrying out credit repair services

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Aaron Thomas Blackwell

    IRN AXB00617

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 18 Mar 2021)
  • Amelia Sophie Curtis

    IRN AXC01152

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 11 Sep 2023)
  • Chloe Emma Llewellyn

    IRN CXL00160

    • [FCA CF] Functions requiring qualifications (18 Mar 2021 to 17 Sep 2023)
  • Davidia Sydney Harriett Marsh

    IRN DXM00642

    • [FCA CF] Functions requiring qualifications (16 May 2022 to 19 Jan 2024)
  • Dean Anthony Jones

    IRN DAJ01134

    • CF1 Director (AR) (14 Feb 2022 to 30 Apr 2024)
  • Diana Sara Day

    IRN DSD01048

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • Responsible for Insurance Mediation (19 Mar 2012 to 30 Sep 2018)
    • CF1 Director (25 Jun 2010 to 8 Dec 2019)
  • Elaine Roberts

    IRN EXB00023

    • [FCA CF] Functions requiring qualifications (9 Jan 2023 to 18 Aug 2023)
  • Gary Marvin Hall

    IRN GXH00463

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Nov 2024)
  • Graeme Edward Wade

    IRN GEW01059

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 6 Mar 2024)
    • [FCA CF] Client dealing (6 Mar 2024 to 14 Jun 2024)
  • Harriet Rose Merriman

    IRN HXM00532

    • [FCA CF] Functions requiring qualifications (17 Mar 2026 to 17 Apr 2026)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.