Eden Independent Financial Advisers Limited

• Principal Place of Business

  Rayleigh Chambers

  102 High Street

  Rayleigh

  Essex

  SS6 7BY

  UNITED KINGDOM

  Phone

  +4401268745811

  Web

  https://www.eden-ifa.com

• Complaints Contact

  Rayleigh Chambers

  102 High Street

  Rayleigh

  Essex

  SS6 7BY

  UNITED KINGDOM

  Phone

  +4401268745811

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• 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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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · 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.

• 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 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.

• 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 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

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · 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 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.

• Anthony Charles Eden

  IRN ACE00005

  • SMF3 Executive Director (9 Dec 2019 to 10 Mar 2020)
  • Responsible for Insurance Distribution (1 Oct 2018 to 10 Mar 2020)
  • Responsibility for MCD Intermediation (31 Aug 2016 to 10 Mar 2020)
  • CF1 Director (1 Apr 2008 to 8 Dec 2019)
  • Responsible for Insurance Mediation (1 Apr 2008 to 30 Sep 2018)
  • CF8 Apportionment and Oversight (1 Apr 2008 to 31 Mar 2009)
  • CF30 Customer (1 Apr 2008 to 5 Nov 2012)
  • CF11 Money Laundering Reporting (1 Apr 2008 to 1 Dec 2008)
  • CF10 Compliance Oversight (1 Apr 2008 to 1 Dec 2008)
• Anthony Richard Kevin Charles Eden

  IRN ARE00019

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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
  • Responsibility for MCD Intermediation (since 7 Mar 2020)
  • Responsible for Insurance Distribution (since 7 Mar 2020)
  • SMF3 Executive Director (since 7 Mar 2020)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • CF11 Money Laundering Reporting (4 Dec 2008 to 8 Dec 2019)
  • CF10 Compliance Oversight (4 Dec 2008 to 8 Dec 2019)
  • CF30 Customer (1 Apr 2008 to 8 Dec 2019)
• Anthony Roger Lloyd

  IRN ARL00012

  • CF30 Customer (1 Apr 2008 to 5 Mar 2014)
• Darren Anthony Mason

  IRN DAM01104

  • CF30 Customer (18 Mar 2014 to 3 Aug 2016)
• Jane Pamela Cole

  IRN JPC01147

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2022)
  • CF30 Customer (30 Aug 2019 to 8 Dec 2019)

No changes recorded yet.