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.

  • John Thomas Mathias

    IRN JTM00008

    • CF30 Customer (15 Apr 2008 to 23 Nov 2009)
  • Jonathan Steven Davies

    IRN JSD01076

    • CF21 Investment Adviser (31 Oct 2005 to 10 Aug 2007)
    • CF22 Investment Adviser (Trainee) (4 Jan 2005 to 31 Oct 2005)
  • Julia Rawlins

    IRN JXR00180

    • CF1 Director (1 Dec 2001 to 1 Jun 2006)
  • Kevin Anthony O'Donnell

    IRN KAO00001

    • CF21 Investment Adviser (1 Dec 2001 to 3 Jan 2002)
  • Kuldip Singh Mudhar

    IRN KSM00010

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2021)
    • [FCA CF] Client dealing (since 1 Sep 2021)
  • Lyndsey Ann Fellows

    IRN LAF01049

    • CF30 Customer (11 Mar 2013 to 31 Mar 2016)
  • Martyn John Reeve

    IRN MJR00031

    • CF22 Investment Adviser (Trainee) (3 Jun 2005 to 15 Aug 2005)
  • Michael John Williamson

    IRN MJW00004

    • CF22 Investment Adviser (Trainee) (27 Nov 2006 to 11 Sep 2007)
  • Michael John Wootton

    IRN MJW00045

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2024)
  • Michael Richard Moreton

    IRN MRM01146

    • 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] Functions requiring qualifications (since 1 Mar 2023)
    • [FCA CF] Client dealing (since 1 Mar 2023)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.