Curo Advisers Limited

Date authorised
1 April 2013
Companies House
02816390
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Curo Advisers Ltd
    19 Stanwell Road
    Penarth
    Vale Of Glamorgan
    CF64 2EZ
    UNITED KINGDOM
    Phone
    +4402920256001
    Web
    https://www.curoadvisers.com

  • Complaints Contact

    Curo Advisers Ltd
    19 Stanwell Road
    Penarth
    Vale Of Glamorgan
    CF64 2EZ
    UNITED KINGDOM
    Phone
    +4402920256001

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

  • P2P Lending Advice

    For Professional, Retail (Investment)

  • 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

  • Stockbroking

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

  • Debt Advice

    Show 1 limitation
    • · 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
    • · 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.

  • Alex Peter Lewis

    IRN APL01115

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 19. Administrative functions in relation to the operation of stakeholder pension schemes
    • 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
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (18 Aug 2017 to 8 Dec 2019)
  • Austin Hamilton Gilmore

    IRN AHG00001

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2025)
    • CF30 Customer (21 Apr 2016 to 31 Mar 2025)
    • CF1 Director (AR) (21 Apr 2016 to 31 Mar 2025)
  • Christopher John Williamson

    IRN CXW00182

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
  • Edward David Roberts

    IRN EDR00001

    • CF30 Customer (3 Sep 2013 to 31 Mar 2016)
  • Gareth Williams

    IRN GXW00018

    • CF30 Customer (1 Nov 2007 to 30 Nov 2012)
    • CF21 Investment Adviser (1 Dec 2004 to 31 Oct 2007)
  • Garry Shellard

    IRN GXS00017

    • CF30 Customer (23 Apr 2013 to 25 Jun 2014)
  • Geraint Davies

    IRN GXD01390

    • CF30 Customer (7 May 2009 to 31 Aug 2010)
  • Ian Crocker

    IRN IXC01130

    • 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
    • SMF3 Executive Director (since 15 Jun 2021)
    • Responsibility for MCD Intermediation (since 15 Jun 2021)
    • Responsible for Insurance Distribution (since 15 Jun 2021)
    • SMF16 Compliance Oversight (since 15 Jun 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 15 Jun 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • CF30 Customer (2 Oct 2008 to 8 Dec 2019)
  • James Malcolm Charles Bird

    IRN JMB01405

    • CF30 Customer (25 Feb 2008 to 22 Dec 2008)
  • John Grant Olney

    IRN JGO00021

    • CF1 Director (AR) (30 Sep 2008 to 2 Feb 2009)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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