Corbel Partners Limited

Date authorised
1 April 2013
Companies House
05280582
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    750 Mandarin Court
    Warrington
    Cheshire
    WA1 1GG
    UNITED KINGDOM
    Phone
    +4401925637891
    Web
    https://www.corbelpartners.co.uk

  • Complaints Contact

    750 Mandarin Court
    Warrington
    Cheshire
    WA1 1GG
    UNITED KINGDOM
    Phone
    +4401925637891

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

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · 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
    • · 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

    Show 1 limitation
    • · 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
    • · 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

    Show 1 limitation
    • · This permission is limited to credit broking that is in connection with mortgages

  • Debt Advice

    Show 2 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.

  • 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
    • · 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.

  • Jonathan David Beardmore

    IRN JDB01215

    • CF30 Customer (21 Apr 2011 to 21 Oct 2013)
  • Jonathan David Sharp

    IRN JXS00913

    • 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] Client dealing (since 7 Mar 2022)
    • [FCA CF] Functions requiring qualifications (since 7 Mar 2022)
  • Jonathan Paul Stokes

    IRN JXS02163

    • 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
    • CF30 Customer (since 5 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (since 5 Feb 2021)
    • [FCA CF] Functions requiring qualifications (since 28 Aug 2020)
    • [FCA CF] Client dealing (since 28 Aug 2020)
    • [PRA CF] Key function holder (28 Aug 2020 to 29 Aug 2020)
  • Jonathan Robert Brown

    IRN JRB01338

    • 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
    • CF1 Director (AR) (since 29 Sep 2025)
    • Appointed representative dealing with clients for which they require qualification (since 5 Mar 2025)
    • [FCA CF] Client dealing (since 5 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 5 Mar 2025)
    • CF30 Customer (since 28 Feb 2025)
  • Jonathon Jay

    IRN JXJ11409

    • Appointed representative dealing with clients for which they require qualification (30 Sep 2022 to 21 Aug 2024)
    • [FCA CF] Client dealing (30 Sep 2022 to 21 Aug 2024)
    • [FCA CF] Functions requiring qualifications (30 Sep 2022 to 21 Aug 2024)
    • CF30 Customer (3 May 2022 to 21 Aug 2024)
    • CF4 Partner (AR) (3 May 2022 to 21 Aug 2024)
  • Julian John Shawcross

    IRN JJS00032

    • 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] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 11 Jan 2018)
    • [PRA CF] Key function holder (9 Dec 2019 to 10 Dec 2019)
  • Julian Spencer Hadley

    IRN JXH01982

    • Appointed representative dealing with clients for which they require qualification (20 Jul 2021 to 6 Sep 2021)
  • Julie Castley

    IRN JXC02301

    • [PRA CF] Key function holder (27 May 2020 to 28 May 2020)
    • [FCA CF] Client dealing (27 May 2020 to 31 Mar 2023)
    • [FCA CF] Functions requiring qualifications (27 May 2020 to 31 Mar 2023)
    • CF30 Customer (27 Jul 2018 to 28 Sep 2018)
  • Julie Helen Donnelly

    IRN JHD01085

    • CF1 Director (AR) (4 Aug 2008 to 31 Dec 2009)
  • Julie-Ann Watts

    IRN JXW01990

    • CF1 Director (AR) (27 Aug 2009 to 24 Jan 2012)
    • CF30 Customer (7 Oct 2008 to 3 Aug 2009)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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