Chesterton House Financial Planning Ltd
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
3 Rectory PlaceLoughboroughLeicestershireLE11 1UWUNITED KINGDOM- Phone
- +4401509610472
-
Complaints Contact
3 Rectory PlaceLoughboroughLeicestershireLE11 1UWUNITED KINGDOM- Phone
- +4401509610472
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
-
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
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 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.
-
Authorised to Operate
Show 1 limitation Hide limitations
- · 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.
-
Buy-to-Let Start Date
-
Buy-to-Let End Date
-
Buy-to-Let Status
-
Credit Brokering
-
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”.
-
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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Timothy Dunbar
IRN TXD01353
- CF1 Director (AR) (30 Apr 2013 to 8 Aug 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Everett MacLeod Ltd (2635) (no longer appointed)
FRN 186403 · Appointed 4 Jan 2010 · Until 30 Dec 2011
-
Woodgate Financial Planning Ltd (no longer appointed)
FRN 223951 · Appointed 31 Mar 2003 · Until 1 Sep 2024
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.