CLEAR FINANCIAL ADVICE LIMITED

• Principal Place of Business

  Clear Financial Advice Ltd

  Suite J, First Floor

  Castle House

  Park Road

  Banstead

  Surrey

  SM7 3BT

  UNITED KINGDOM

  Phone

  +442086693828

  Web

  https://www.clearfinancialadvice.co.uk

• Complaints Contact

  Clear Financial Advice Ltd

  Suite J, First Floor

  Castle House

  Park Road

  Banstead

  Surrey

  SM7 3BT

  UNITED KINGDOM

  Phone

  +442086693828

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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

  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.

• Equity Release Advice

  For Customer, Home reversion plans

• 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.

• Equity Release Arranging

  For Customer, Home reversion plans

• 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

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• 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.

• Credit Score Services

  Show 1 limitation Hide limitations

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

• Michael George Hayes

  IRN MGH01076

  • CF30 Customer (1 Nov 2007 to 30 Sep 2009)
  • CF21 Investment Adviser (30 Oct 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (11 Jun 2007 to 30 Oct 2007)
• Nicholas Michael Wells

  IRN NMW01059

  • CF30 Customer (9 Oct 2017 to 6 Sep 2019)
• Nicola Wright

  IRN NXW00013

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 29 Jan 2021)
  • [FCA CF] Significant management (9 Dec 2019 to 29 Jan 2021)
• Richard Framp

  IRN RXF00003

  • [FCA CF] Client dealing (9 Dec 2019 to 15 Mar 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Mar 2021)
• Richard Laurence Lamb

  IRN RLL00003

  • CF21 Investment Adviser (8 Feb 2007 to 8 Feb 2007)
• Robert Andrew Broad

  IRN RAB01247

  • 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 2 Jan 2026)
  • [FCA CF] Client dealing (since 2 Jan 2026)
• Robert James MacMahon

  IRN RXM07279

  • [FCA CF] Functions requiring qualifications (26 Feb 2024 to 16 Feb 2026)
  • [FCA CF] Client dealing (26 Feb 2024 to 16 Feb 2026)

No changes recorded yet.