CORPORATE SOLUTIONS (POOLE) LTD

• Principal Place of Business

  Glenwoods

  Poole Road

  Sturminster Marshall

  Wimborne

  Dorset

  BH21 3RP

  UNITED KINGDOM

  Phone

  +441258858545

• Complaints Contact

  Glenwoods

  Poole Road

  Sturminster Marshall

  Wimborne

  Dorset

  BH21 3RP

  UNITED KINGDOM

  Phone

  +441258858545

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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, 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, 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 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 buy to let mortgages

• 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, 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.

• Natalie Jane Marie Hawey

  IRN NXH00110

  • [FCA CF] Client dealing (6 Aug 2021 to 26 Jan 2023)
  • [FCA CF] Functions requiring qualifications (6 Aug 2021 to 26 Jan 2023)
• Natalie Leader

  IRN NXL00242

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 3 Feb 2026)
  • [FCA CF] Client dealing (since 3 Feb 2026)
• Natalie Sarah Foster

  IRN NXF00181

  • [FCA CF] Client dealing (24 Oct 2025 to 23 Apr 2026)
  • [FCA CF] Functions requiring qualifications (24 Oct 2025 to 23 Apr 2026)
• Poonam Shaheed

  IRN RXS00220

  • [FCA CF] Functions requiring qualifications (26 Jun 2024 to 1 Oct 2025)
  • [FCA CF] Client dealing (26 Jun 2024 to 1 Oct 2025)
• Shaun Joseph Parker

  IRN SXP00955

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 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] Functions requiring qualifications (since 13 Mar 2026)
  • [FCA CF] Client dealing (since 13 Mar 2026)
• Simon Beswick

  IRN SXB00244

  • [FCA CF] Client dealing (26 Jun 2024 to 9 Sep 2024)
  • [FCA CF] Functions requiring qualifications (26 Jun 2024 to 9 Sep 2024)
• Simon Peter Andrews

  IRN SPA01051

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 9A. Advising on P2P agreements
  • 14. Managing investments
  • 17. Administrative functions in relation to managing investments
  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 19. Administrative functions in relation to the operation of stakeholder pension schemes
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Material risk taker (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (6 Jul 2016 to 8 Dec 2019)
• Stephanie Lian Engels

  IRN SXE00166

  • [FCA CF] Client dealing (1 Sep 2021 to 1 Feb 2022)
  • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 1 Jan 2022)
• Tania Suzanne Buckingham

  IRN TXB00071

  • [FCA CF] Client dealing (1 Nov 2020 to 28 Feb 2026)
  • [FCA CF] Functions requiring qualifications (1 Nov 2020 to 28 Feb 2026)
• Wendy Ruth Crewdson

  IRN WXC00055

  • [FCA CF] Functions requiring qualifications (3 Feb 2021 to 9 May 2022)
  • [FCA CF] Client dealing (3 Feb 2021 to 9 May 2022)

• Newton Pearl Ltd (no longer appointed)

  FRN 771887 · Appointed 2 Mar 2018 · Until 31 May 2019

No changes recorded yet.