Ecclesiastical Financial Advisory Services Limited

• Principal Place of Business

  Benefact House

  2000 Pioneer Avenue

  Gloucester Business Park

  Brockworth

  Gloucester

  Gloucestershire

  GL3 4AW

  UNITED KINGDOM

  Phone

  +443457773322

  Web

  https://www.ecclesiastical.com

• Complaints Contact

  Benefact House

  2000 Pioneer Avenue

  Gloucester Business Park

  Brockworth

  Gloucester

  Gloucestershire

  GL3 4AW

  UNITED KINGDOM

  Phone

  +443457773322

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Professional, Retail (Investment)

• 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 Professional, Retail (Investment), 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Life Policy

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For 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.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Alan John Titchener

  IRN AJT01147

  • CF1 Director (1 Sep 2018 to 1 Dec 2019)
  • CF10 Compliance Oversight (14 Oct 2016 to 1 Dec 2019)
• Alan Lee

  IRN AXL00031

  • CF30 Customer (1 Nov 2007 to 21 Dec 2012)
  • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• Andrew Stephen Marsh

  IRN ASM01210

  • 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)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (25 Jan 2012 to 8 Dec 2019)
• Angus Christopher Keate

  IRN ACK00001

  • SMF9 Chair of the Governing Body (20 Apr 2020 to 24 Jun 2022)
• Anthony Ian Collyer

  IRN AIC00001

  • CF21 Investment Adviser (1 Dec 2001 to 14 Sep 2007)
• Barry Martin Robinson

  IRN BMR01023

  • CF30 Customer (1 Nov 2007 to 21 Dec 2012)
  • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• Benjamin James Dabbs

  IRN BJD01097

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (11 Oct 2010 to 14 Jun 2013)
• Bruce Walter Rickards

  IRN BWR00004

  • CF30 Customer (1 Nov 2007 to 19 Mar 2012)
  • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• Charles David Hall Baggley

  IRN CDB00005

  • CF30 Customer (1 Nov 2007 to 30 Sep 2008)
  • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• Charlotte Daisy O'Connor

  IRN CXY00060

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 2 Feb 2023)
  • [FCA CF] Client dealing (since 2 Feb 2023)

• Ecclesiastical Planning Services Ltd (no longer appointed)

  FRN 738805 · Appointed 1 Mar 2016 · Until 28 Jul 2022

• Leyton Solutions Limited (no longer appointed)

  FRN 511613 · Appointed 1 Dec 2010 · Until 3 Dec 2010

• The Royal Air Forces Association (no longer appointed)

  FRN 429276 · Appointed 28 May 2009 · Until 3 Feb 2015

No changes recorded yet.