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

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  • · 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

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  • · 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

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  • · 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

• Christopher Peter Skidmore

  IRN CPS01086

  • CF30 Customer (1 Jan 2009 to 21 Dec 2012)
• Darrel Clifford Foulk

  IRN DCF00002

  • 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 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• David Barker

  IRN DXB00088

  • CF30 Customer (1 Nov 2007 to 10 Jun 2008)
  • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• David James Carpenter

  IRN DJC00046

  • CF30 Customer (1 Nov 2007 to 31 Dec 2009)
  • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• David Jeremy McGrath

  IRN DJM00065

  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2003)
• David Michael Robinson

  IRN DMR00013

  • CF30 Customer (1 Nov 2007 to 31 Dec 2009)
  • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• David Robert Moore

  IRN DRM01205

  • Director of firm who is not a certification employee or a SMF manager (since 29 Jan 2024)
  • [FCA CF] Significant management (3 Apr 2023 to 4 Apr 2023)
  • CF1 Director (AR) (1 Sep 2018 to 28 Jul 2022)
• Denise Cockrem

  IRN DPC01076

  • CF2 Non Executive Director (AR) (1 Dec 2018 to 24 Dec 2019)
• Derek Arthur Hubble

  IRN DXH00153

  • CF30 Customer (1 Nov 2007 to 29 Apr 2008)
  • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• Gary Cupitt

  IRN GXC00092

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

• 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.