Corbel Partners Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
750 Mandarin CourtWarringtonCheshireWA1 1GGUNITED KINGDOM- Phone
- +4401925637891
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Complaints Contact
750 Mandarin CourtWarringtonCheshireWA1 1GGUNITED KINGDOM- Phone
- +4401925637891
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Pension Transfer Advice
For Professional, Retail (Investment), Life Policy, Personal pension scheme, 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.
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Equity Release Advice
For Customer, Home reversion plans
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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.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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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.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
Show 1 limitation Hide limitations
- · This permission is limited to credit broking that is in connection with mortgages
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Debt Advice
Show 2 limitations Hide limitations
- · This permission is limited to debt counselling with no debt management activity
- · This permission is limited to debt counselling which is provided in connection with investment advice or advice on mortgages.
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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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.
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Richard Stanley Pierce
IRN RSP01100
- 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)
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- CF30 Customer (since 9 Sep 2015)
- [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)
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Richard Upton
IRN RXU00014
- Appointed representative dealing with clients for which they require qualification (23 Jun 2022 to 18 Oct 2024)
- [FCA CF] Client dealing (23 Jun 2022 to 18 Oct 2024)
- [FCA CF] Functions requiring qualifications (23 Jun 2022 to 18 Oct 2024)
- CF30 Customer (10 Jun 2022 to 18 Oct 2024)
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Richard Whitaker
IRN RXW01500
- 7. Giving personal recommendations on long-term care insurance contracts
- 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
- 21. Advising or arranging (bringing about) equity release transactions
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Client dealing (since 20 Dec 2024)
- [FCA CF] Functions requiring qualifications (since 20 Dec 2024)
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Richard William Smith
IRN RWS00039
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 7. Giving personal recommendations on long-term care insurance contracts
- 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
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 27 Feb 2025)
- CF30 Customer (since 4 Feb 2025)
- CF1 Director (AR) (since 4 Feb 2025)
- [FCA CF] Functions requiring qualifications (since 1 Feb 2025)
- [FCA CF] Client dealing (since 1 Feb 2025)
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Robert Bruce Curwen-Reed
IRN RBC00003
- 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
- Appointed representative dealing with clients for which they require qualification (since 20 May 2025)
- CF30 Customer (since 15 May 2025)
- [FCA CF] Client dealing (since 9 Dec 2019)
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)
- CF30 Customer (15 Nov 2016 to 8 Dec 2019)
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Robert David Simpson
IRN RXS78115
- 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
- 21. Advising or arranging (bringing about) equity release transactions
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 12 Aug 2025)
- CF30 Customer (since 15 Jul 2025)
- CF1 Director (AR) (since 15 Jul 2025)
- [FCA CF] Client dealing (since 20 Jun 2024)
- [FCA CF] Functions requiring qualifications (since 20 Jun 2024)
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Robert Derek Brown
IRN RDB00009
- Director of firm who is not a certification employee or a SMF manager (since 4 Mar 2025)
- CF1 Director (AR) (since 28 Feb 2025)
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Robert James Isherwood
IRN RJI01019
- 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)
- 7. Giving personal recommendations on long-term care insurance contracts
- [FCA CF] Functions requiring qualifications (since 11 Apr 2024)
- [FCA CF] Client dealing (since 11 Apr 2024)
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Robin Townsend
IRN RXT01256
- SMF16 Compliance Oversight (9 Dec 2019 to 29 Oct 2021)
- SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 29 Oct 2021)
- CF11 Money Laundering Reporting (26 Oct 2018 to 8 Dec 2019)
- CF10 Compliance Oversight (26 Oct 2018 to 8 Dec 2019)
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Rodney John Hall
IRN RJH00046
- 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)
- CF30 Customer (since 26 Nov 2020)
- CF1 Director (AR) (since 26 Nov 2020)
- Appointed representative dealing with clients for which they require qualification (since 29 May 2020)
- [FCA CF] Functions requiring qualifications (since 29 May 2020)
- [FCA CF] Client dealing (since 29 May 2020)
- [PRA CF] Key function holder (29 May 2020 to 30 May 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ashmax Limited
FRN 723086 · Appointed 26 Oct 2015
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Capital J Ltd
FRN 229969 · Appointed 26 Jun 2015
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LJ Financial Planning (AJT) Limited
FRN 697854 · Appointed 21 May 2015
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Heriot Hughes Wealth Management Limited
FRN 695091 · Appointed 13 May 2015
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DJB Wealth Management Ltd
FRN 513561 · Appointed 30 Oct 2013
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Richard Hawkings Financial Planning Limited
FRN 604980 · Appointed 25 Jul 2013
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Revelstone Financial Planning Limited
FRN 223889 · Appointed 14 May 2013
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Chester Financial Wealth Management Limited
FRN 568560 · Appointed 14 Nov 2011
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Teachers Financial Planning Limited
FRN 552276 · Appointed 27 May 2011
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Cestrian Life & Pensions Ltd
FRN 507741 · Appointed 1 Oct 2009
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.