Church's Financial Planning Limited

• Principal Place of Business

  Unit 2

  Holt Barns

  The Kilns

  Frith End

  Bordon

  Hampshire

  GU35 0QW

  UNITED KINGDOM

  Phone

  +4401420479463

  Web

  https://www.churchsfp.co.uk

• Complaints Contact

  Unit 2

  Holt Barns

  The Kilns

  Frith End

  Bordon

  Hampshire

  GU35 0QW

  UNITED KINGDOM

  Phone

  +4401420479463

• 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

  Show 2 limitations Hide limitations

  • · 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

  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 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

• Insurance Admin

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

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• 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

  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.

• Mathew Eastwood Rann

  IRN MER00012

  • CF21 Investment Adviser (1 Dec 2001 to 31 May 2007)
• Michelle Louise Lewis

  IRN MLB00008

  • CF24 Pension Transfer Specialist (1 May 2003 to 30 Nov 2006)
  • CF21 Investment Adviser (1 May 2003 to 30 Nov 2006)
• Nicholas John Cowen

  IRN NJC00037

  • CF21 Investment Adviser (1 Dec 2001 to 16 Jan 2002)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 16 Jan 2002)
  • CF1 Director (1 Dec 2001 to 16 Jan 2002)
• Nigel Peter Wilson

  IRN NPW00005

  • CF30 Customer (1 Nov 2007 to 31 Jul 2012)
  • CF21 Investment Adviser (5 Sep 2003 to 31 Oct 2007)
• Paul Cobley

  IRN PXC01433

  • CF30 Customer (1 Jan 2008 to 31 Jul 2012)
• Richard Andrew Gross

  IRN RAG01072

  • 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 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (2 Oct 2018 to 8 Dec 2019)
• Richard Paul Elliott

  IRN RPE00005

  • CF30 Customer (1 Nov 2007 to 1 Jul 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Roy Leonard Ashton

  IRN RLA01025

  • CF1 Director (AR) (2 Jan 2007 to 1 Nov 2007)

• Titcheners Financial Planning Ltd (no longer appointed)

  FRN 480727 · Appointed 25 Mar 2008 · Until 19 Sep 2008

• Ticheners Financial Consulting Ltd (no longer appointed)

  FRN 460825 · Appointed 4 Dec 2006 · Until 1 Nov 2007

No changes recorded yet.