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

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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

• George Andrew Prescott

  IRN GAP01043

  • CF2 Non Executive Director (17 Apr 2003 to 1 Jun 2009)
  • CF1 Director (1 Dec 2001 to 17 Apr 2003)
• Graham Vincent Doswell

  IRN GVD01005

  • CF2 Non Executive Director (23 Apr 2003 to 31 Dec 2006)
  • CF1 Director (1 Dec 2001 to 23 Apr 2003)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Dec 2006)
• Helen Elizabeth Price

  IRN HEP01020

  • CF1 Director (12 May 2015 to 30 Sep 2018)
• Helen Elizabeth Tolley

  IRN HXT00187

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 30 May 2024)
  • [FCA CF] Functions requiring qualifications (since 30 May 2024)
• Ian George Campbell

  IRN IGC01010

  • CF1 Director (AR) (8 Nov 2016 to 31 Aug 2018)
• Ilana-Marie Scott

  IRN IXS00220

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 27 Feb 2023)
• John Jones

  IRN JXJ00016

  • CF30 Customer (1 Nov 2007 to 31 May 2008)
  • CF21 Investment Adviser (2 Oct 2007 to 31 Oct 2007)
• John Leslie Harry Wing

  IRN JLW00016

  • CF21 Investment Adviser (1 Dec 2001 to 10 Mar 2003)
• John Schofield

  IRN JXS01328

  • SMF9 Chair of the Governing Body (since 28 Oct 2022)
  • Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
  • CF2 Non Executive Director (16 Jul 2019 to 8 Dec 2019)
  • CF28 Systems and controls (27 Jun 2011 to 15 Apr 2016)
  • CF10 Compliance Oversight (27 Jun 2011 to 11 Jul 2014)
  • CF11 Money Laundering Reporting (27 Jun 2011 to 11 Jul 2014)
• Keith Holdich

  IRN KPH00006

  • CF30 Customer (1 Nov 2007 to 31 Dec 2009)
  • 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.